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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 91,365 | $889.9K | 0.09% | +1,555+1.7% | Added |
| Wedbush Securities Inc | 93,942 | $915.0K | 0.03% | +6,941+8.0% | Added |
| GWM Advisors LLC | 96,934 | $944.1K | 0.01% | −289−0.3% | Reduced |
| Melfa Wealth Management, LLC | 97,194 | $946.7K | 0.66% | +1,548+1.6% | Added |
| CNH Partners LLC | 101,553 | $989.1K | 0.03% | −341,336−77.1% | Reduced |
| Clear Creek Financial Management, LLC | 106,475 | $1.04M | 0.13% | +4,305+4.2% | Added |
| Baird Financial Group, Inc. | 117,378 | $1.14M | 0.00% | +24,656+26.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 118,114 | $1.15M | 0.00% | +13,902+13.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 120,348 | $1.17M | 0.02% | +3,297+2.8% | Added |
| 1607 Capital Partners, LLC | 123,000 | $1.20M | 0.11% | −13,400−9.8% | Reduced |
| Camelot Portfolios, LLC | 127,039 | $1.24M | 0.70% | +19,578+18.2% | Added |
| NWF Advisory Services Inc. | 127,250 | $1.24M | 0.20% | −28,900−18.5% | Reduced |
| Aviance Capital Partners, LLC | 132,580 | $1.29M | 0.18% | +5,744+4.5% | Added |
| National Asset Management, Inc. | 159,609 | $1.55M | 0.04% | +30,499+23.6% | Added |
| Landscape Capital Management, L.L.C. | 187,109 | $1.82M | 0.15% | +99,887+114.5% | Added |
| Fiera Capital Corp | 200,699 | $1.95M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 214,713 | $2.09M | 0.00% | +347+0.2% | Added |
| Oxford Financial Group Ltd | 226,137 | $2.20M | 0.15% | +226,137 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 235,351 | $2.29M | 0.56% | −296−0.1% | Reduced |
| Thrivent Financial for Lutherans | 274,156 | $2.67M | 0.01% | −10,000−3.5% | Reduced |
| Bank of America Corp | 275,310 | $2.68M | 0.00% | +21,984+8.7% | Added |
| Advisor Group Holdings, Inc. | 279,435 | $2.72M | 0.01% | −163,241−36.9% | Reduced |
| Shaker Financial Services, LLC | 280,101 | $2.73M | 1.10% | −56,561−16.8% | Reduced |
| Stifel Financial Corp | 317,287 | $3.09M | 0.00% | +29,157+10.1% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.66M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 398,538 | $3.88M | 0.01% | +6,721+1.7% | Added |
| Oak Hill Advisors LP | 403,604 | $3.93M | 0.49% | 00.0% | Unchanged |
| Raymond James & Associates | 446,665 | $4.35M | 0.00% | +56,301+14.4% | Added |
| Royal Bank of Canada | 605,371 | $5.90M | 0.00% | +38,400+6.8% | Added |
| Kennedy Investment Group | 621,438 | $6.05M | 3.06% | −12,741−2.0% | Reduced |
| Cetera Investment Advisers | 637,416 | $6.21M | 0.01% | +8,424+1.3% | Added |
| Arete Wealth Advisors, LLC | 665,996 | $6.49M | 0.53% | −25,365−3.7% | Reduced |
| UBS Group AG | 713,260 | $6.95M | 0.00% | −32,261−4.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 776,088 | $7.56M | 0.59% | −2,979−0.4% | Reduced |
| Capital Investment Advisors, LLC | 779,248 | $7.59M | 0.17% | +50,955+7.0% | Added |
| Allspring Global Investments Holdings, LLC | 856,361 | $8.34M | 0.01% | +99,033+13.1% | Added |
| Chicago Partners Investment Group LLC | 857,027 | $8.48M | 0.33% | +13,395+1.6% | Added |
| Guggenheim Capital LLC | 943,327 | $9.19M | 0.07% | +144,630+18.1% | Added |
| LPL Financial LLC | 1,267,272 | $12.3M | 0.01% | +53,748+4.4% | Added |
| Penserra Capital Management LLC | 1,269,575 | $12.4M | 0.16% | +28,215+2.3% | Added |
| Invesco Ltd. | 1,579,650 | $15.4M | 0.00% | −21,421−1.3% | Reduced |
| Ameriprise Financial Inc | 2,652,504 | $25.8M | 0.01% | +417,670+18.7% | Added |
| Sit Investment Associates Inc | 4,984,532 | $48.5M | 1.12% | −100,644−2.0% | Reduced |
| Morgan Stanley | 9,743,866 | $94.9M | 0.01% | +316,435+3.4% | Added |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −741,822−100.0% | Sold out |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −281,261−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −95,444−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −46,879−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −28,549−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −19,770−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −13,352−100.0% | Sold out |
| WMG Financial Advisors, LLC | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −10,765−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |