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, Q2 2024
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Jun 30, 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
- 144
- −5 vs. Q1 2024
- Shares held
- 36.8M
- −381.4K (−1.0%) vs. Q1 2024
- Total value
- $358.6M
- −$3.61M (−1.0%) vs. Q1 2024
- New holders
- 11
- 57 more added
- Sold out
- 16
- 40 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,743,866 | $94.9M | 0.01% | +316,435+3.4% | Added |
| Sit Investment Associates Inc | 4,984,532 | $48.5M | 1.12% | −100,644−2.0% | Reduced |
| Ameriprise Financial Inc | 2,652,504 | $25.8M | 0.01% | +417,670+18.7% | Added |
| Invesco Ltd. | 1,579,650 | $15.4M | 0.00% | −21,421−1.3% | Reduced |
| Penserra Capital Management LLC | 1,269,575 | $12.4M | 0.16% | +28,215+2.3% | Added |
| LPL Financial LLC | 1,267,272 | $12.3M | 0.01% | +53,748+4.4% | Added |
| Guggenheim Capital LLC | 943,327 | $9.19M | 0.07% | +144,630+18.1% | Added |
| Chicago Partners Investment Group LLC | 857,027 | $8.48M | 0.33% | +13,395+1.6% | Added |
| Allspring Global Investments Holdings, LLC | 856,361 | $8.34M | 0.01% | +99,033+13.1% | Added |
| Capital Investment Advisors, LLC | 779,248 | $7.59M | 0.17% | +50,955+7.0% | Added |
| Cyndeo Wealth Partners, LLC | 776,088 | $7.56M | 0.59% | −2,979−0.4% | Reduced |
| UBS Group AG | 713,260 | $6.95M | 0.00% | −32,261−4.3% | Reduced |
| Arete Wealth Advisors, LLC | 665,996 | $6.49M | 0.53% | −25,365−3.7% | Reduced |
| Cetera Investment Advisers | 637,416 | $6.21M | 0.01% | +8,424+1.3% | Added |
| Kennedy Investment Group | 621,438 | $6.05M | 3.06% | −12,741−2.0% | Reduced |
| Royal Bank of Canada | 605,371 | $5.90M | 0.00% | +38,400+6.8% | Added |
| Raymond James & Associates | 446,665 | $4.35M | 0.00% | +56,301+14.4% | Added |
| Oak Hill Advisors LP | 403,604 | $3.93M | 0.49% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 398,538 | $3.88M | 0.01% | +6,721+1.7% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.66M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 317,287 | $3.09M | 0.00% | +29,157+10.1% | Added |
| Shaker Financial Services, LLC | 280,101 | $2.73M | 1.10% | −56,561−16.8% | Reduced |
| Advisor Group Holdings, Inc. | 279,435 | $2.72M | 0.01% | −163,241−36.9% | Reduced |
| Bank of America Corp | 275,310 | $2.68M | 0.00% | +21,984+8.7% | Added |
| Thrivent Financial for Lutherans | 274,156 | $2.67M | 0.01% | −10,000−3.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 235,351 | $2.29M | 0.56% | −296−0.1% | Reduced |
| Oxford Financial Group Ltd | 226,137 | $2.20M | 0.15% | +226,137 | New |
| Raymond James Financial Services Advisors, Inc. | 214,713 | $2.09M | 0.00% | +347+0.2% | Added |
| Fiera Capital Corp | 200,699 | $1.95M | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 187,109 | $1.82M | 0.15% | +99,887+114.5% | Added |
| National Asset Management, Inc. | 159,609 | $1.55M | 0.04% | +30,499+23.6% | Added |
| Aviance Capital Partners, LLC | 132,580 | $1.29M | 0.18% | +5,744+4.5% | Added |
| NWF Advisory Services Inc. | 127,250 | $1.24M | 0.20% | −28,900−18.5% | Reduced |
| Camelot Portfolios, LLC | 127,039 | $1.24M | 0.70% | +19,578+18.2% | Added |
| 1607 Capital Partners, LLC | 123,000 | $1.20M | 0.11% | −13,400−9.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 120,348 | $1.17M | 0.02% | +3,297+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 118,114 | $1.15M | 0.00% | +13,902+13.3% | Added |
| Baird Financial Group, Inc. | 117,378 | $1.14M | 0.00% | +24,656+26.6% | Added |
| Clear Creek Financial Management, LLC | 106,475 | $1.04M | 0.13% | +4,305+4.2% | Added |
| CNH Partners LLC | 101,553 | $989.1K | 0.03% | −341,336−77.1% | Reduced |
| Melfa Wealth Management, LLC | 97,194 | $946.7K | 0.66% | +1,548+1.6% | Added |
| GWM Advisors LLC | 96,934 | $944.1K | 0.01% | −289−0.3% | Reduced |
| Wedbush Securities Inc | 93,942 | $915.0K | 0.03% | +6,941+8.0% | Added |
| CoreCap Advisors, LLC | 91,365 | $889.9K | 0.09% | +1,555+1.7% | Added |
| International Assets Investment Management, LLC | 77,693 | $756.7K | 0.07% | +9,920+14.6% | Added |
| Pin Oak Investment Advisors Inc | 65,663 | $640.0K | 0.61% | −1,100−1.6% | Reduced |
| Wela Strategies, Inc. | 64,265 | $625.9K | 0.29% | +2,523+4.1% | Added |
| Flagship Harbor Advisors, LLC | 62,735 | $611.0K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 62,629 | $610.0K | 0.00% | +19,690+45.9% | Added |
| Merit Financial Group, LLC | 61,027 | $594.4K | 0.01% | −1,210−1.9% | Reduced |
| Selway Asset Management | 58,454 | $569.3K | 0.23% | −10,525−15.3% | Reduced |
| Independent Financial Group, LLC | 56,857 | $553.8K | 0.02% | +2,000+3.6% | Added |
| Summit Financial, LLC | 56,626 | $551.5K | 0.03% | +39,440+229.5% | Added |
| Wells Fargo & Company | 49,774 | $484.8K | 0.00% | +3,337+7.2% | Added |
| Atria Wealth Solutions, Inc. | 47,972 | $467.2K | 0.01% | −10,451−17.9% | Reduced |
| Comerica Bank | 45,567 | $443.8K | 0.00% | +444+1.0% | Added |
| Rock Point Advisors, LLC | 43,699 | $425.6K | 0.13% | −250−0.6% | Reduced |
| Future Financial Wealth Managment LLC | 43,442 | $423.1K | 0.37% | +14,962+52.5% | Added |
| Sowell Financial Services LLC | 41,769 | $407.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 41,527 | $404.5K | 0.00% | +25,327+156.3% | Added |
| Advisory Services Network, LLC | 41,472 | $403.9K | 0.01% | 00.0% | Unchanged |
| Calamos Advisors LLC | 38,916 | $379.0K | 0.00% | +12,337+46.4% | Added |
| UBS Asset Management Americas Inc | 35,000 | $340.9K | 0.00% | +35,000 | New |
| Rockefeller Capital Management L.P. | 33,588 | $327.1K | 0.00% | +4,750+16.5% | Added |
| Mendel Capital Management LLC | 33,150 | $322.9K | 0.21% | 00.0% | Unchanged |
| Conning Inc. | 32,079 | $312.4K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 32,021 | $312.0K | 0.00% | −831−2.5% | Reduced |
| AlphaCore Capital LLC | 31,900 | $310.7K | 0.08% | +31,900 | New |
| Apriem Advisors | 31,303 | $304.9K | 0.04% | +4,028+14.8% | Added |
| Creative Planning | 30,925 | $301.2K | 0.00% | −4,163−11.9% | Reduced |
| Quad-Cities Investment Group, LLC | 30,791 | $299.9K | 0.17% | +691+2.3% | Added |
| Envestnet Asset Management Inc | 29,604 | $288.3K | 0.00% | −801−2.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 29,432 | $286.7K | 0.17% | +508+1.8% | Added |
| Cahill Financial Advisors Inc | 28,884 | $281.3K | 0.04% | −41,006−58.7% | Reduced |
| EP Wealth Advisors, LLC | 26,800 | $261.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 26,688 | $261.0K | 0.00% | −17,837−40.1% | Reduced |
| Walleye Capital LLC | 25,450 | $247.9K | 0.00% | +25,450 | New |
| Janney Montgomery Scott LLC | 24,664 | $240.0K | 0.00% | −120.0% | Reduced |
| CI Private Wealth, LLC | 23,946 | $233.2K | 0.00% | −576−2.3% | Reduced |
| Lido Advisors, LLC | 23,378 | $227.7K | 0.00% | +3,541+17.9% | Added |
| Stephens Inc | 22,929 | $223.3K | 0.00% | −7,121−23.7% | Reduced |
| Pointe Capital Management LLC | 22,764 | $221.7K | 0.14% | +96+0.4% | Added |
| Moors & Cabot, Inc. | 22,687 | $221.0K | 0.01% | −606−2.6% | Reduced |
| Concurrent Investment Advisors, LLC | 22,664 | $220.7K | 0.01% | +22,664 | New |
| PFG Investments, LLC | 22,345 | $217.6K | 0.02% | +1,738+8.4% | Added |
| Ashton Thomas Securities, LLC | 20,000 | $196.6K | 0.05% | +20,000 | New |
| Riverbridge Partners LLC | 20,165 | $196.4K | 0.00% | +1,156+6.1% | Added |
| Iams Wealth Management, LLC | 20,000 | $194.8K | 0.11% | +20,000 | New |
| First Foundation Advisors | 18,611 | $181.3K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $180.7K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 18,266 | $177.9K | 0.00% | −2,268−11.0% | Reduced |
| Dudley Capital Management, LLC | 18,133 | $176.6K | 0.10% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 18,067 | $176.0K | 0.04% | −9,860−35.3% | Reduced |
| Verity Asset Management, Inc. | 17,834 | $173.7K | 0.07% | −1,168−6.1% | Reduced |
| SeaCrest Wealth Management, LLC | 17,513 | $170.6K | 0.02% | −6,305−26.5% | Reduced |
| NBC Securities, Inc. | 17,300 | $168.0K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 16,320 | $159.0K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 16,201 | $157.8K | 0.05% | +75+0.5% | Added |
| Sandy Cove Advisors, LLC | 15,750 | $153.4K | 0.07% | −75−0.5% | Reduced |
| ProVise Management Group, LLC | 15,730 | $153.2K | 0.01% | −500−3.1% | Reduced |