Eaton Vance Ltd Duration Income Fund
EVV- Exchange
- NYSE
- SEC CIK
- 0001222922
No open-market purchases or sales by Eaton Vance Ltd Duration Income Fund insiders were filed in the last 90 days; 143 institutions reported holding it in 13F filings for Q2 2026, worth $398.9M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 165
- +13 vs. Q3 2023
- Shares held
- 36.5M
- +2.08M (+6.0%) vs. Q3 2023
- Total value
- $349.5M
- +$38.8M (+12.5%) vs. Q3 2023
- New holders
- 25
- 61 more added
- Sold out
- 12
- 46 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 143 | $398.9M |
| Q1 2026 | 135 | $382.9M |
| Q4 2025 | 145 | $388.4M |
| Q3 2025 | 141 | $392.7M |
| Q2 2025 | 146 | $389.8M |
| Q1 2025 | 151 | $371.9M |
| Q4 2024 | 166 | $358.7M |
| Q3 2024 | 144 | $371.1M |
| Q2 2024 | 144 | $358.6M |
| Q1 2024 | 151 | $362.6M |
| Q4 2023 | 165 | $349.5M |
| Q3 2023 | 155 | $311.2M |
| Q2 2023 | 156 | $303.7M |
| Q1 2023 | 154 | $305.6M |
| Q4 2022 | 167 | $302.9M |
| Q3 2022 | 149 | $293.9M |
| Q2 2022 | 151 | $333.6M |
| Q1 2022 | 155 | $372.1M |
| Q4 2021 | 160 | $429.4M |
| Q3 2021 | 147 | $447.1M |
| Q2 2021 | 150 | $528.4M |
| Q1 2021 | 146 | $575.1M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Garden State Investment Advisory Services LLC | 16,054 | $153.8K | 0.06% | +1,073+7.2% | Added |
| Private Advisor Group, LLC | 15,867 | $152.0K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 15,750 | $150.9K | 0.08% | −300−1.9% | Reduced |
| ProVise Management Group, LLC | 15,730 | $150.7K | 0.01% | −2,700−14.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 15,600 | $149.4K | 0.02% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 15,440 | $147.9K | 0.31% | +15,440 | New |
| WealthTrust Axiom LLC | 14,799 | $141.8K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $138.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 14,320 | $137.2K | 0.07% | +102+0.7% | Added |
| Harbour Investments, Inc. | 13,909 | $133.2K | 0.01% | −574−4.0% | Reduced |
| Catalina Capital Group, LLC | 13,352 | $127.9K | 0.10% | +13,352 | New |
| Hollencrest Capital Management | 12,760 | $122.2K | 0.01% | −10,200−44.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,417 | $119.0K | 0.00% | −39−0.3% | Reduced |
| Oppenheimer & Co Inc | 12,226 | $117.1K | 0.00% | +165+1.4% | Added |
| Advisor OS, LLC | 11,806 | $113.1K | 0.01% | +883+8.1% | Added |
| MJP Associates Inc | 11,806 | $113.1K | 0.03% | +11,806 | New |
| WMG Financial Advisors, LLC | 11,750 | $112.6K | 0.07% | +11,750 | New |
| AE Wealth Management LLC | 11,601 | $112.4K | 0.00% | −4,560−28.2% | Reduced |
| Elequin Capital LP | 11,213 | $107.4K | 0.03% | +1,404+14.3% | Added |
| Tower Research Capital LLC (TRC) | 11,127 | $106.6K | 0.00% | +11,122+222,440.0% | Added |
| Staley Capital Advisers Inc | 10,888 | $104.3K | 0.01% | +51+0.5% | Added |
| WealthTrust Asset Management, LLC | 10,331 | $99.0K | 0.08% | +61+0.6% | Added |
| Williams Jones Wealth Management, LLC. | 10,170 | $97.4K | 0.00% | 00.0% | Unchanged |
| Wade G W & Inc | 10,079 | $97.0K | 0.00% | +10,079 | New |
| KMG Fiduciary Partners, LLC | 10,000 | $95.8K | 0.01% | +10,000 | New |
| AXS Investments LLC | 10,000 | $95.8K | 0.02% | +10,000 | New |
| Proequities, Inc. | 7,900 | $75.7K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,750 | $46.0K | 0.04% | – | – |
| CWM, LLC | 4,339 | $42.0K | 0.00% | −7,911−64.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,105 | $39.3K | 0.01% | −11,485−73.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $28.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,250 | $21.6K | 0.00% | −1,100−32.8% | Reduced |
| Slocum, Gordon & Co LLP | 2,195 | $21.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,031 | $19.5K | 0.01% | +16+0.8% | Added |
| IFP Advisors, Inc | 2,029 | $19.4K | 0.00% | +50+2.5% | Added |
| M&R Capital Management Inc | 2,000 | $19.2K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,000 | $19.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,991 | $19.1K | 0.00% | +11+0.6% | Added |
| Concord Wealth Partners | 1,713 | $16.4K | 0.00% | +42+2.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,700 | $16.3K | 0.00% | +1,700 | New |
| Baystate Wealth Management LLC | 1,524 | $14.6K | 0.00% | +1,524 | New |
| EverSource Wealth Advisors, LLC | 1,500 | $14.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,500 | $14.4K | 0.00% | +1,500 | New |
| Bogart Wealth, LLC | 1,500 | $14.4K | 0.00% | +1,500 | New |
| Crewe Advisors LLC | 1,449 | $13.9K | 0.00% | +1+0.1% | Added |
| The PNC Financial Services Group, Inc. | 1,293 | $12.4K | 0.00% | +816+171.1% | Added |
| Sugarloaf Wealth Management, LLC | 1,214 | $11.6K | 0.00% | +1,214 | New |
| Massmutual Trust Co FSB | 1,025 | $9.82K | 0.00% | +1,025 | New |
| Sound Income Strategies, LLC | 960 | $9.20K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 750 | $7.18K | 0.00% | +750 | New |
| Hobbs Group Advisors, LLC | 650 | $6.23K | 0.00% | +650 | New |
| Cambridge Trust Co | 600 | $5.75K | 0.00% | +600 | New |
| Global Retirement Partners, LLC | 561 | $5.34K | 0.00% | +450+405.4% | Added |
| Steward Partners Investment Advisory, LLC | 546 | $5.23K | 0.00% | −2,457−81.8% | Reduced |
| Horizon Bancorp Inc | 500 | $5.00K | 0.00% | −125−20.0% | Reduced |
| Highlander Capital Management, LLC | 500 | $4.79K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 500 | $4.79K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 500 | $4.79K | 0.00% | +250+100.0% | Added |
| First Manhattan Co | 285 | $2.73K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 266 | $2.55K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.47K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 255 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 112 | $1.07K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $65 | 0.00% | +7 | New |
| Northwest Financial Advisors | 1 | $10 | 0.00% | +1 | New |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −171,469−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −165,161−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −24,391−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −23,246−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −22,833−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −12,428−100.0% | Sold out |
| Essex Savings Bank | 0 | $0 | 0.00% | −11,984−100.0% | Sold out |
| MKT Advisors LLC | 0 | $0 | 0.00% | −11,569−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −11,068−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,382−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −2,547−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Claybrook Capital, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |