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 |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 66,763 | $651.0K | 0.63% | +4,335+6.9% | Added |
| International Assets Investment Management, LLC | 67,773 | $657.4K | 0.07% | +13,072+23.9% | Added |
| Selway Asset Management | 68,979 | $672.5K | 0.27% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 69,890 | $681.4K | 0.09% | −5,016−6.7% | Reduced |
| Wedbush Securities Inc | 87,001 | $848.0K | 0.03% | +5,209+6.4% | Added |
| Landscape Capital Management, L.L.C. | 87,222 | $850.4K | 0.07% | −215,035−71.1% | Reduced |
| CoreCap Advisors, LLC | 89,810 | $875.6K | 0.05% | −27,475−23.4% | Reduced |
| Baird Financial Group, Inc. | 92,722 | $904.0K | 0.00% | +1,450+1.6% | Added |
| Alpine Global Management, LLC | 95,444 | $930.6K | 0.18% | −34,556−26.6% | Reduced |
| Melfa Wealth Management, LLC | 95,646 | $932.5K | 0.67% | −655−0.7% | Reduced |
| GWM Advisors LLC | 97,223 | $947.9K | 0.01% | −5,205−5.1% | Reduced |
| Clear Creek Financial Management, LLC | 102,170 | $996.2K | 0.13% | −7,933−7.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 104,212 | $1.02M | 0.00% | +15,557+17.5% | Added |
| Camelot Portfolios, LLC | 107,461 | $1.05M | 1.02% | −36,155−25.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 117,051 | $1.14M | 0.02% | +4,977+4.4% | Added |
| National Asset Management, Inc. | 129,110 | $1.17M | 0.03% | −16,053−11.1% | Reduced |
| Aviance Capital Partners, LLC | 126,836 | $1.24M | 0.18% | +5,514+4.5% | Added |
| 1607 Capital Partners, LLC | 136,400 | $1.33M | 0.11% | −134,600−49.7% | Reduced |
| NWF Advisory Services Inc. | 156,150 | $1.52M | 0.25% | −1,650−1.0% | Reduced |
| Fiera Capital Corp | 200,699 | $1.96M | 0.01% | +1,212+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 214,366 | $2.09M | 0.00% | −1,014−0.5% | Reduced |
| Gilbert & Cook, Inc. | 234,953 | $2.29M | 0.31% | +658+0.3% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 235,647 | $2.30M | 0.58% | +3,596+1.5% | Added |
| Bank of America Corp | 253,326 | $2.47M | 0.00% | −231,466−47.7% | Reduced |
| City of London Investment Management Co Ltd | 281,261 | $2.74M | 0.23% | −35,000−11.1% | Reduced |
| Thrivent Financial for Lutherans | 284,156 | $2.77M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 288,130 | $2.81M | 0.00% | −30,381−9.5% | Reduced |
| Shaker Financial Services, LLC | 336,662 | $3.28M | 1.27% | −100,042−22.9% | Reduced |
| Cohen & Steers, Inc. | 375,463 | $3.66M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 390,364 | $3.81M | 0.00% | −15,298−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 391,817 | $3.82M | 0.01% | +27,085+7.4% | Added |
| Oak Hill Advisors LP | 403,604 | $3.94M | 0.47% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 442,676 | $4.32M | 0.01% | +6,753+1.5% | Added |
| CNH Partners LLC | 442,889 | $4.32M | 0.15% | −240,268−35.2% | Reduced |
| Royal Bank of Canada | 566,971 | $5.53M | 0.00% | +38,634+7.3% | Added |
| Cetera Investment Advisers | 628,992 | $6.13M | 0.01% | +268,663+74.6% | Added |
| Kennedy Investment Group | 634,179 | $6.18M | 3.30% | +3,562+0.6% | Added |
| Arete Wealth Advisors, LLC | 691,361 | $6.74M | 0.62% | −30,603−4.2% | Reduced |
| Capital Investment Advisors, LLC | 728,293 | $7.10M | 0.17% | +695,103+2,094.3% | Added |
| Relative Value Partners Group, LLC | 741,822 | $7.20M | 0.44% | +14,650+2.0% | Added |
| UBS Group AG | 745,521 | $7.27M | 0.00% | −47,173−6.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 757,328 | $7.38M | 0.01% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 779,067 | $7.60M | 0.63% | +6,643+0.9% | Added |
| Guggenheim Capital LLC | 798,697 | $7.79M | 0.06% | +101,654+14.6% | Added |
| Chicago Partners Investment Group LLC | 843,632 | $8.01M | 0.34% | +37,005+4.6% | Added |
| LPL Financial LLC | 1,213,524 | $11.8M | 0.01% | +338,987+38.8% | Added |
| Penserra Capital Management LLC | 1,241,360 | $12.1M | 0.15% | −44,242−3.4% | Reduced |
| Invesco Ltd. | 1,601,071 | $15.6M | 0.00% | −81,870−4.9% | Reduced |
| Ameriprise Financial Inc | 2,234,834 | $21.8M | 0.01% | +840,287+60.3% | Added |
| Sit Investment Associates Inc | 5,085,176 | $49.6M | 1.14% | −243,460−4.6% | Reduced |
| Morgan Stanley | 9,427,431 | $91.9M | 0.01% | +238,088+2.6% | Added |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −124,161−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −111,238−100.0% | Sold out |
| Flow State Investments, L.P. | 0 | $0 | 0.00% | −54,159−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −47,056−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −17,150−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −15,440−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −11,806−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −11,806−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −11,601−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −11,213−100.0% | Sold out |
| Staley Capital Advisers Inc | 0 | $0 | 0.00% | −10,888−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Wade G W & Inc | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |