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 |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 7 | $69 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11 | $107 | 0.00% | +6+120.0% | Added |
| Horizon Bancorp Inc | 159 | $1.00K | 0.00% | −219−57.9% | Reduced |
| CWM, LLC | 138 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 111 | $1.08K | 0.00% | −455−80.4% | Reduced |
| Cape Investment Advisory, Inc. | 123 | $1.20K | 0.00% | +123 | New |
| Bartlett & Co. Wealth Management LLC | 255 | $2.48K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 360 | $3.51K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 477 | $4.64K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 500 | $4.87K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 546 | $5.32K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 691 | $6.73K | 0.00% | +691 | New |
| Bogart Wealth, LLC | 1,500 | $14.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,500 | $14.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,524 | $14.8K | 0.00% | +37+2.5% | Added |
| Concord Wealth Partners | 1,799 | $17.5K | 0.00% | +43+2.4% | Added |
| CIBC Private Wealth Group, LLC | 2,000 | $19.5K | 0.00% | −250−11.1% | Reduced |
| West Branch Capital LLC | 2,082 | $20.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,131 | $20.8K | 0.00% | +51+2.5% | Added |
| Slocum, Gordon & Co LLP | 2,195 | $21.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,941 | $28.4K | 0.00% | +12+0.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $29.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,273 | $31.8K | 0.00% | +3,007+1,130.5% | Added |
| GPS Wealth Strategies Group, LLC | 4,105 | $40.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,750 | $45.9K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,125 | $49.9K | 0.00% | +5,125 | New |
| Northwestern Mutual Wealth Management Co | 5,842 | $56.9K | 0.00% | +3,818+188.6% | Added |
| Proequities, Inc. | 8,700 | $84.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 8,952 | $87.2K | 0.04% | −1,250−12.3% | Reduced |
| Gilbert & Cook, Inc. | 10,017 | $97.6K | 0.01% | −224,936−95.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,170 | $99.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,372 | $101.0K | 0.00% | +9,860+1,925.8% | Added |
| WealthTrust Asset Management, LLC | 10,455 | $101.8K | 0.07% | +62+0.6% | Added |
| Oppenheimer & Co Inc | 10,544 | $102.7K | 0.00% | −846−7.4% | Reduced |
| Colony Group, LLC | 10,586 | $104.0K | 0.00% | +168+1.6% | Added |
| Horizon Kinetics Asset Management LLC | 12,417 | $120.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 12,460 | $121.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12,760 | $124.3K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $140.3K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 14,440 | $140.6K | 0.02% | +138+1.0% | Added |
| Harbour Investments, Inc. | 14,555 | $141.8K | 0.00% | +800+5.8% | Added |
| WealthTrust Axiom LLC | 14,800 | $144.1K | 0.05% | 00.0% | Unchanged |
| HRT Financial LP | 14,955 | $145.0K | 0.00% | +14,955 | New |
| Baker Tilly Wealth Management, LLC | 15,600 | $151.9K | 0.06% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 15,730 | $153.2K | 0.01% | −500−3.1% | Reduced |
| Sandy Cove Advisors, LLC | 15,750 | $153.4K | 0.07% | −75−0.5% | Reduced |
| Garden State Investment Advisory Services LLC | 16,201 | $157.8K | 0.05% | +75+0.5% | Added |
| Warren Averett Asset Management, LLC | 16,320 | $159.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17,300 | $168.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 17,513 | $170.6K | 0.02% | −6,305−26.5% | Reduced |
| Verity Asset Management, Inc. | 17,834 | $173.7K | 0.07% | −1,168−6.1% | Reduced |
| Oarsman Capital, Inc. | 18,067 | $176.0K | 0.04% | −9,860−35.3% | Reduced |
| Dudley Capital Management, LLC | 18,133 | $176.6K | 0.10% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 18,266 | $177.9K | 0.00% | −2,268−11.0% | Reduced |
| Stonegate Investment Group, LLC | 18,552 | $180.7K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 18,611 | $181.3K | 0.01% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 20,000 | $194.8K | 0.11% | +20,000 | New |
| Riverbridge Partners LLC | 20,165 | $196.4K | 0.00% | +1,156+6.1% | Added |
| Ashton Thomas Securities, LLC | 20,000 | $196.6K | 0.05% | +20,000 | New |
| PFG Investments, LLC | 22,345 | $217.6K | 0.02% | +1,738+8.4% | Added |
| Concurrent Investment Advisors, LLC | 22,664 | $220.7K | 0.01% | +22,664 | New |
| Moors & Cabot, Inc. | 22,687 | $221.0K | 0.01% | −606−2.6% | Reduced |
| Pointe Capital Management LLC | 22,764 | $221.7K | 0.14% | +96+0.4% | Added |
| Stephens Inc | 22,929 | $223.3K | 0.00% | −7,121−23.7% | Reduced |
| Lido Advisors, LLC | 23,378 | $227.7K | 0.00% | +3,541+17.9% | Added |
| CI Private Wealth, LLC | 23,946 | $233.2K | 0.00% | −576−2.3% | Reduced |
| Janney Montgomery Scott LLC | 24,664 | $240.0K | 0.00% | −120.0% | Reduced |
| Walleye Capital LLC | 25,450 | $247.9K | 0.00% | +25,450 | New |
| HighTower Advisors, LLC | 26,688 | $261.0K | 0.00% | −17,837−40.1% | Reduced |
| EP Wealth Advisors, LLC | 26,800 | $261.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 28,884 | $281.3K | 0.04% | −41,006−58.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 29,432 | $286.7K | 0.17% | +508+1.8% | Added |
| Envestnet Asset Management Inc | 29,604 | $288.3K | 0.00% | −801−2.6% | Reduced |
| Quad-Cities Investment Group, LLC | 30,791 | $299.9K | 0.17% | +691+2.3% | Added |
| Creative Planning | 30,925 | $301.2K | 0.00% | −4,163−11.9% | Reduced |
| Apriem Advisors | 31,303 | $304.9K | 0.04% | +4,028+14.8% | Added |
| AlphaCore Capital LLC | 31,900 | $310.7K | 0.08% | +31,900 | New |
| MML Investors Services, LLC | 32,021 | $312.0K | 0.00% | −831−2.5% | Reduced |
| Conning Inc. | 32,079 | $312.4K | 0.01% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 33,150 | $322.9K | 0.21% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 33,588 | $327.1K | 0.00% | +4,750+16.5% | Added |
| UBS Asset Management Americas Inc | 35,000 | $340.9K | 0.00% | +35,000 | New |
| Calamos Advisors LLC | 38,916 | $379.0K | 0.00% | +12,337+46.4% | Added |
| Advisory Services Network, LLC | 41,472 | $403.9K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 41,527 | $404.5K | 0.00% | +25,327+156.3% | Added |
| Sowell Financial Services LLC | 41,769 | $407.0K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 43,442 | $423.1K | 0.37% | +14,962+52.5% | Added |
| Rock Point Advisors, LLC | 43,699 | $425.6K | 0.13% | −250−0.6% | Reduced |
| Comerica Bank | 45,567 | $443.8K | 0.00% | +444+1.0% | Added |
| Atria Wealth Solutions, Inc. | 47,972 | $467.2K | 0.01% | −10,451−17.9% | Reduced |
| Wells Fargo & Company | 49,774 | $484.8K | 0.00% | +3,337+7.2% | Added |
| Summit Financial, LLC | 56,626 | $551.5K | 0.03% | +39,440+229.5% | Added |
| Independent Financial Group, LLC | 56,857 | $553.8K | 0.02% | +2,000+3.6% | Added |
| Selway Asset Management | 58,454 | $569.3K | 0.23% | −10,525−15.3% | Reduced |
| Merit Financial Group, LLC | 61,027 | $594.4K | 0.01% | −1,210−1.9% | Reduced |
| Kestra Advisory Services, LLC | 62,629 | $610.0K | 0.00% | +19,690+45.9% | Added |
| Flagship Harbor Advisors, LLC | 62,735 | $611.0K | 0.04% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 64,265 | $625.9K | 0.29% | +2,523+4.1% | Added |
| Pin Oak Investment Advisors Inc | 65,663 | $640.0K | 0.61% | −1,100−1.6% | Reduced |
| International Assets Investment Management, LLC | 77,693 | $756.7K | 0.07% | +9,920+14.6% | Added |