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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 16,200 | $157.9K | 0.00% | +333+2.1% | Added |
| Garden State Investment Advisory Services LLC | 16,126 | $156.4K | 0.06% | +72+0.4% | Added |
| Sandy Cove Advisors, LLC | 15,825 | $154.3K | 0.07% | +75+0.5% | Added |
| Baker Tilly Wealth Management, LLC | 15,600 | $152.1K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 14,800 | $144.3K | 0.05% | +10.0% | Added |
| Cresset Asset Management, LLC | 14,400 | $140.4K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 14,302 | $135.0K | 0.02% | −5,122−26.4% | Reduced |
| Harbour Investments, Inc. | 13,755 | $134.1K | 0.00% | −154−1.1% | Reduced |
| Catalina Capital Group, LLC | 13,352 | $130.2K | 0.06% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12,760 | $124.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 12,460 | $121.5K | 0.01% | +12,460 | New |
| Horizon Kinetics Asset Management LLC | 12,417 | $121.1K | 0.00% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 11,750 | $114.6K | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,390 | $111.1K | 0.00% | −836−6.8% | Reduced |
| Ellis Investment Partners, LLC | 10,765 | $105.0K | 0.02% | −7,626−41.5% | Reduced |
| WealthTrust Asset Management, LLC | 10,393 | $101.3K | 0.08% | +62+0.6% | Added |
| Barrett & Company, Inc. | 10,202 | $99.5K | 0.05% | −4,118−28.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,170 | $99.2K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 10,418 | $99.0K | 0.00% | +10,418 | New |
| Proequities, Inc. | 8,700 | $84.8K | 0.01% | +800+10.1% | Added |
| Byrne Asset Management LLC | 4,750 | $46.3K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,105 | $40.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $29.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,929 | $28.6K | 0.00% | +679+30.2% | Added |
| CIBC Private Wealth Group, LLC | 2,250 | $21.8K | 0.00% | +2,250 | New |
| Slocum, Gordon & Co LLP | 2,195 | $21.4K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,082 | $20.3K | 0.01% | +51+2.5% | Added |
| IFP Advisors, Inc | 2,080 | $20.3K | 0.00% | +51+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,024 | $19.7K | 0.00% | +33+1.7% | Added |
| Concord Wealth Partners | 1,756 | $17.1K | 0.00% | +43+2.5% | 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 |
| Crewe Advisors LLC | 1,487 | $14.5K | 0.00% | +38+2.6% | Added |
| EverSource Wealth Advisors, LLC | 1,500 | $14.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 566 | $5.52K | 0.00% | +5+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 546 | $5.32K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 512 | $4.99K | 0.00% | +512 | New |
| Highlander Capital Management, LLC | 500 | $4.88K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 500 | $4.88K | 0.00% | +500 | New |
| The PNC Financial Services Group, Inc. | 477 | $4.65K | 0.00% | −816−63.1% | Reduced |
| Horizon Bancorp Inc | 378 | $4.00K | 0.00% | −122−24.4% | Reduced |
| Hilltop National Bank | 360 | $3.51K | 0.00% | +360 | New |
| First Manhattan Co | 285 | $2.78K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 266 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.49K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $2.44K | 0.00% | −250−50.0% | Reduced |
| CWM, LLC | 138 | $1.00K | 0.00% | −4,201−96.8% | Reduced |
| Principal Securities, Inc. | 37 | $361 | 0.00% | +37 | New |
| Frazier Financial Advisors, LLC | 7 | $68 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $49 | 0.00% | −11,122−100.0% | Reduced |
| FMR LLC | 1 | $10 | 0.00% | +1 | New |
| 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 |