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, Q1 2024
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Mar 31, 2024. 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
- 151
- −10 vs. Q4 2023
- Shares held
- 37.2M
- +752.5K (+2.1%) vs. Q4 2023
- Total value
- $362.6M
- +$13.2M (+3.8%) vs. Q4 2023
- New holders
- 13
- 54 more added
- Sold out
- 23
- 47 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,427,431 | $91.9M | 0.01% | +238,088+2.6% | Added |
| Sit Investment Associates Inc | 5,085,176 | $49.6M | 1.14% | −243,460−4.6% | Reduced |
| Ameriprise Financial Inc | 2,234,834 | $21.8M | 0.01% | +840,287+60.3% | Added |
| Invesco Ltd. | 1,601,071 | $15.6M | 0.00% | −81,870−4.9% | Reduced |
| Penserra Capital Management LLC | 1,241,360 | $12.1M | 0.15% | −44,242−3.4% | Reduced |
| LPL Financial LLC | 1,213,524 | $11.8M | 0.01% | +338,987+38.8% | Added |
| Chicago Partners Investment Group LLC | 843,632 | $8.01M | 0.34% | +37,005+4.6% | Added |
| Guggenheim Capital LLC | 798,697 | $7.79M | 0.06% | +101,654+14.6% | Added |
| Cyndeo Wealth Partners, LLC | 779,067 | $7.60M | 0.63% | +6,643+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 757,328 | $7.38M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 745,521 | $7.27M | 0.00% | −47,173−6.0% | Reduced |
| Relative Value Partners Group, LLC | 741,822 | $7.20M | 0.44% | +14,650+2.0% | Added |
| Capital Investment Advisors, LLC | 728,293 | $7.10M | 0.17% | +695,103+2,094.3% | Added |
| Arete Wealth Advisors, LLC | 691,361 | $6.74M | 0.62% | −30,603−4.2% | Reduced |
| Kennedy Investment Group | 634,179 | $6.18M | 3.30% | +3,562+0.6% | Added |
| Cetera Investment Advisers | 628,992 | $6.13M | 0.01% | +268,663+74.6% | Added |
| Royal Bank of Canada | 566,971 | $5.53M | 0.00% | +38,634+7.3% | Added |
| CNH Partners LLC | 442,889 | $4.32M | 0.15% | −240,268−35.2% | Reduced |
| Advisor Group Holdings, Inc. | 442,676 | $4.32M | 0.01% | +6,753+1.5% | Added |
| Oak Hill Advisors LP | 403,604 | $3.94M | 0.47% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 391,817 | $3.82M | 0.01% | +27,085+7.4% | Added |
| Raymond James & Associates | 390,364 | $3.81M | 0.00% | −15,298−3.8% | Reduced |
| Cohen & Steers, Inc. | 375,463 | $3.66M | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 336,662 | $3.28M | 1.27% | −100,042−22.9% | Reduced |
| Stifel Financial Corp | 288,130 | $2.81M | 0.00% | −30,381−9.5% | Reduced |
| Thrivent Financial for Lutherans | 284,156 | $2.77M | 0.01% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 281,261 | $2.74M | 0.23% | −35,000−11.1% | Reduced |
| Bank of America Corp | 253,326 | $2.47M | 0.00% | −231,466−47.7% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 235,647 | $2.30M | 0.58% | +3,596+1.5% | Added |
| Gilbert & Cook, Inc. | 234,953 | $2.29M | 0.31% | +658+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 214,366 | $2.09M | 0.00% | −1,014−0.5% | Reduced |
| Fiera Capital Corp | 200,699 | $1.96M | 0.01% | +1,212+0.6% | Added |
| NWF Advisory Services Inc. | 156,150 | $1.52M | 0.25% | −1,650−1.0% | Reduced |
| 1607 Capital Partners, LLC | 136,400 | $1.33M | 0.11% | −134,600−49.7% | Reduced |
| Aviance Capital Partners, LLC | 126,836 | $1.24M | 0.18% | +5,514+4.5% | Added |
| National Asset Management, Inc. | 129,110 | $1.17M | 0.03% | −16,053−11.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 117,051 | $1.14M | 0.02% | +4,977+4.4% | Added |
| Camelot Portfolios, LLC | 107,461 | $1.05M | 1.02% | −36,155−25.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 104,212 | $1.02M | 0.00% | +15,557+17.5% | Added |
| Clear Creek Financial Management, LLC | 102,170 | $996.2K | 0.13% | −7,933−7.2% | Reduced |
| GWM Advisors LLC | 97,223 | $947.9K | 0.01% | −5,205−5.1% | Reduced |
| Melfa Wealth Management, LLC | 95,646 | $932.5K | 0.67% | −655−0.7% | Reduced |
| Alpine Global Management, LLC | 95,444 | $930.6K | 0.18% | −34,556−26.6% | Reduced |
| Baird Financial Group, Inc. | 92,722 | $904.0K | 0.00% | +1,450+1.6% | Added |
| CoreCap Advisors, LLC | 89,810 | $875.6K | 0.05% | −27,475−23.4% | Reduced |
| Landscape Capital Management, L.L.C. | 87,222 | $850.4K | 0.07% | −215,035−71.1% | Reduced |
| Wedbush Securities Inc | 87,001 | $848.0K | 0.03% | +5,209+6.4% | Added |
| Cahill Financial Advisors Inc | 69,890 | $681.4K | 0.09% | −5,016−6.7% | Reduced |
| Selway Asset Management | 68,979 | $672.5K | 0.27% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 67,773 | $657.4K | 0.07% | +13,072+23.9% | Added |
| Pin Oak Investment Advisors Inc | 66,763 | $651.0K | 0.63% | +4,335+6.9% | Added |
| Flagship Harbor Advisors, LLC | 62,735 | $611.7K | 0.04% | +4,262+7.3% | Added |
| Merit Financial Group, LLC | 62,237 | $603.7K | 0.01% | −2,174−3.4% | Reduced |
| Wela Strategies, Inc. | 61,742 | $602.0K | 0.28% | +61,742 | New |
| Atria Wealth Solutions, Inc. | 58,423 | $569.6K | 0.01% | −11,277−16.2% | Reduced |
| Independent Financial Group, LLC | 54,857 | $534.9K | 0.02% | −250−0.5% | Reduced |
| Centaurus Financial, Inc. | 46,879 | $457.0K | 0.03% | −44,509−48.7% | Reduced |
| Wells Fargo & Company | 46,437 | $452.8K | 0.00% | +3,566+8.3% | Added |
| Comerica Bank | 45,123 | $439.9K | 0.00% | +5,071+12.7% | Added |
| HighTower Advisors, LLC | 44,525 | $435.0K | 0.00% | −781−1.7% | Reduced |
| Rock Point Advisors, LLC | 43,949 | $428.5K | 0.13% | −2,125−4.6% | Reduced |
| Kestra Advisory Services, LLC | 42,939 | $418.7K | 0.00% | +2,291+5.6% | Added |
| Sowell Financial Services LLC | 41,769 | $407.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 41,472 | $404.4K | 0.01% | +5,900+16.6% | Added |
| Creative Planning | 35,088 | $342.1K | 0.00% | +8,051+29.8% | Added |
| Credit Suisse AG | 35,000 | $341.3K | 0.00% | −15,000−30.0% | Reduced |
| Mendel Capital Management LLC | 33,150 | $323.2K | 0.21% | +33,150 | New |
| MML Investors Services, LLC | 32,852 | $320.0K | 0.00% | +1,101+3.5% | Added |
| Conning Inc. | 32,079 | $312.8K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 30,405 | $296.5K | 0.00% | +10,391+51.9% | Added |
| Quad-Cities Investment Group, LLC | 30,100 | $293.5K | 0.17% | +542+1.8% | Added |
| Stephens Inc | 30,050 | $293.0K | 0.00% | −7,140−19.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 28,924 | $282.0K | 0.16% | +3,123+12.1% | Added |
| Rockefeller Capital Management L.P. | 28,838 | $281.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 28,549 | $278.4K | 0.00% | +11,915+71.6% | Added |
| Future Financial Wealth Managment LLC | 28,480 | $277.7K | 0.21% | −1,757−5.8% | Reduced |
| Oarsman Capital, Inc. | 27,927 | $272.3K | 0.07% | −2,510−8.2% | Reduced |
| Apriem Advisors | 27,275 | $265.9K | 0.03% | +27+0.1% | Added |
| EP Wealth Advisors, LLC | 26,800 | $261.3K | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 26,579 | $259.1K | 0.00% | +26,579 | New |
| Janney Montgomery Scott LLC | 24,676 | $241.0K | 0.00% | −819−3.2% | Reduced |
| CI Private Wealth, LLC | 24,522 | $239.1K | 0.00% | +3,636+17.4% | Added |
| SeaCrest Wealth Management, LLC | 23,818 | $232.2K | 0.03% | −1,810−7.1% | Reduced |
| Moors & Cabot, Inc. | 23,293 | $227.1K | 0.01% | +512+2.2% | Added |
| AXS Investments LLC | 23,000 | $224.3K | 0.05% | +13,000+130.0% | Added |
| Pointe Capital Management LLC | 22,668 | $221.0K | 0.14% | +93+0.4% | Added |
| PFG Investments, LLC | 20,607 | $200.9K | 0.01% | +20,607 | New |
| Pathstone Holdings, LLC | 20,534 | $200.2K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 19,837 | $193.4K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 19,770 | $192.8K | 0.00% | −26,000−56.8% | Reduced |
| Riverbridge Partners LLC | 19,009 | $185.3K | 0.00% | +1,550+8.9% | Added |
| Verity Asset Management, Inc. | 19,002 | $185.3K | 0.10% | −727−3.7% | Reduced |
| First Foundation Advisors | 18,611 | $181.5K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $180.9K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 18,133 | $175.9K | 0.10% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17,300 | $168.0K | 0.02% | 00.0% | Unchanged |
| Summit Financial, LLC | 17,186 | $167.6K | 0.01% | +17,186 | New |
| US Bancorp | 16,600 | $161.8K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 16,320 | $159.1K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 16,230 | $158.2K | 0.01% | +500+3.2% | Added |