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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $10 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 5 | $49 | 0.00% | −11,122−100.0% | Reduced |
| Frazier Financial Advisors, LLC | 7 | $68 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 37 | $361 | 0.00% | +37 | New |
| CWM, LLC | 138 | $1.00K | 0.00% | −4,201−96.8% | Reduced |
| Fortis Group Advisors, LLC | 250 | $2.44K | 0.00% | −250−50.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 255 | $2.49K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 266 | $2.58K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 285 | $2.78K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 360 | $3.51K | 0.00% | +360 | New |
| Horizon Bancorp Inc | 378 | $4.00K | 0.00% | −122−24.4% | Reduced |
| The PNC Financial Services Group, Inc. | 477 | $4.65K | 0.00% | −816−63.1% | Reduced |
| Highlander Capital Management, LLC | 500 | $4.88K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 500 | $4.88K | 0.00% | +500 | New |
| Wolverine Asset Management LLC | 512 | $4.99K | 0.00% | +512 | New |
| Steward Partners Investment Advisory, LLC | 546 | $5.32K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 566 | $5.52K | 0.00% | +5+0.9% | Added |
| EverSource Wealth Advisors, LLC | 1,500 | $14.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,487 | $14.5K | 0.00% | +38+2.6% | Added |
| Harbor Investment Advisory, LLC | 1,500 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,500 | $14.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,756 | $17.1K | 0.00% | +43+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,024 | $19.7K | 0.00% | +33+1.7% | Added |
| IFP Advisors, Inc | 2,080 | $20.3K | 0.00% | +51+2.5% | Added |
| West Branch Capital LLC | 2,082 | $20.3K | 0.01% | +51+2.5% | Added |
| Slocum, Gordon & Co LLP | 2,195 | $21.4K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,250 | $21.8K | 0.00% | +2,250 | New |
| Allworth Financial LP | 2,929 | $28.6K | 0.00% | +679+30.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $29.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,105 | $40.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,750 | $46.3K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 8,700 | $84.8K | 0.01% | +800+10.1% | Added |
| Colony Group, LLC | 10,418 | $99.0K | 0.00% | +10,418 | New |
| Williams Jones Wealth Management, LLC. | 10,170 | $99.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 10,202 | $99.5K | 0.05% | −4,118−28.8% | Reduced |
| WealthTrust Asset Management, LLC | 10,393 | $101.3K | 0.08% | +62+0.6% | Added |
| Ellis Investment Partners, LLC | 10,765 | $105.0K | 0.02% | −7,626−41.5% | Reduced |
| Oppenheimer & Co Inc | 11,390 | $111.1K | 0.00% | −836−6.8% | Reduced |
| WMG Financial Advisors, LLC | 11,750 | $114.6K | 0.07% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,417 | $121.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 12,460 | $121.5K | 0.01% | +12,460 | New |
| Hollencrest Capital Management | 12,760 | $124.4K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,352 | $130.2K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,755 | $134.1K | 0.00% | −154−1.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 14,302 | $135.0K | 0.02% | −5,122−26.4% | Reduced |
| Cresset Asset Management, LLC | 14,400 | $140.4K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 14,800 | $144.3K | 0.05% | +10.0% | Added |
| Baker Tilly Wealth Management, LLC | 15,600 | $152.1K | 0.03% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 15,825 | $154.3K | 0.07% | +75+0.5% | Added |
| Garden State Investment Advisory Services LLC | 16,126 | $156.4K | 0.06% | +72+0.4% | Added |
| Private Advisor Group, LLC | 16,200 | $157.9K | 0.00% | +333+2.1% | Added |
| ProVise Management Group, LLC | 16,230 | $158.2K | 0.01% | +500+3.2% | Added |
| Warren Averett Asset Management, LLC | 16,320 | $159.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 16,600 | $161.8K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 17,186 | $167.6K | 0.01% | +17,186 | New |
| NBC Securities, Inc. | 17,300 | $168.0K | 0.02% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 18,133 | $175.9K | 0.10% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $180.9K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 18,611 | $181.5K | 0.01% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 19,002 | $185.3K | 0.10% | −727−3.7% | Reduced |
| Riverbridge Partners LLC | 19,009 | $185.3K | 0.00% | +1,550+8.9% | Added |
| Congress Wealth Management LLC | 19,770 | $192.8K | 0.00% | −26,000−56.8% | Reduced |
| Lido Advisors, LLC | 19,837 | $193.4K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 20,534 | $200.2K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 20,607 | $200.9K | 0.01% | +20,607 | New |
| Pointe Capital Management LLC | 22,668 | $221.0K | 0.14% | +93+0.4% | Added |
| AXS Investments LLC | 23,000 | $224.3K | 0.05% | +13,000+130.0% | Added |
| Moors & Cabot, Inc. | 23,293 | $227.1K | 0.01% | +512+2.2% | Added |
| SeaCrest Wealth Management, LLC | 23,818 | $232.2K | 0.03% | −1,810−7.1% | Reduced |
| CI Private Wealth, LLC | 24,522 | $239.1K | 0.00% | +3,636+17.4% | Added |
| Janney Montgomery Scott LLC | 24,676 | $241.0K | 0.00% | −819−3.2% | Reduced |
| Calamos Advisors LLC | 26,579 | $259.1K | 0.00% | +26,579 | New |
| EP Wealth Advisors, LLC | 26,800 | $261.3K | 0.00% | 00.0% | Unchanged |
| Apriem Advisors | 27,275 | $265.9K | 0.03% | +27+0.1% | Added |
| Oarsman Capital, Inc. | 27,927 | $272.3K | 0.07% | −2,510−8.2% | Reduced |
| Future Financial Wealth Managment LLC | 28,480 | $277.7K | 0.21% | −1,757−5.8% | Reduced |
| Jane Street Group, LLC | 28,549 | $278.4K | 0.00% | +11,915+71.6% | Added |
| Rockefeller Capital Management L.P. | 28,838 | $281.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 28,924 | $282.0K | 0.16% | +3,123+12.1% | Added |
| Stephens Inc | 30,050 | $293.0K | 0.00% | −7,140−19.2% | Reduced |
| Quad-Cities Investment Group, LLC | 30,100 | $293.5K | 0.17% | +542+1.8% | Added |
| Envestnet Asset Management Inc | 30,405 | $296.5K | 0.00% | +10,391+51.9% | Added |
| Conning Inc. | 32,079 | $312.8K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 32,852 | $320.0K | 0.00% | +1,101+3.5% | Added |
| Mendel Capital Management LLC | 33,150 | $323.2K | 0.21% | +33,150 | New |
| Credit Suisse AG | 35,000 | $341.3K | 0.00% | −15,000−30.0% | Reduced |
| Creative Planning | 35,088 | $342.1K | 0.00% | +8,051+29.8% | Added |
| Advisory Services Network, LLC | 41,472 | $404.4K | 0.01% | +5,900+16.6% | Added |
| Sowell Financial Services LLC | 41,769 | $407.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 42,939 | $418.7K | 0.00% | +2,291+5.6% | Added |
| Rock Point Advisors, LLC | 43,949 | $428.5K | 0.13% | −2,125−4.6% | Reduced |
| HighTower Advisors, LLC | 44,525 | $435.0K | 0.00% | −781−1.7% | Reduced |
| Comerica Bank | 45,123 | $439.9K | 0.00% | +5,071+12.7% | Added |
| Wells Fargo & Company | 46,437 | $452.8K | 0.00% | +3,566+8.3% | Added |
| Centaurus Financial, Inc. | 46,879 | $457.0K | 0.03% | −44,509−48.7% | Reduced |
| Independent Financial Group, LLC | 54,857 | $534.9K | 0.02% | −250−0.5% | Reduced |
| Atria Wealth Solutions, Inc. | 58,423 | $569.6K | 0.01% | −11,277−16.2% | Reduced |
| Wela Strategies, Inc. | 61,742 | $602.0K | 0.28% | +61,742 | New |
| Merit Financial Group, LLC | 62,237 | $603.7K | 0.01% | −2,174−3.4% | Reduced |
| Flagship Harbor Advisors, LLC | 62,735 | $611.7K | 0.04% | +4,262+7.3% | Added |