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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.

Institutional holdersQ2 2024: 144 institutions
Q1 2021: 146 institutionsQ2 2021: 150 institutionsQ3 2021: 147 institutionsQ4 2021: 160 institutionsQ1 2022: 155 institutionsQ2 2022: 151 institutionsQ3 2022: 149 institutionsQ4 2022: 167 institutionsQ1 2023: 154 institutionsQ2 2023: 156 institutionsQ3 2023: 155 institutionsQ4 2023: 165 institutionsQ1 2024: 151 institutionsQ2 2024: 144 institutionsQ3 2024: 144 institutionsQ4 2024: 166 institutionsQ1 2025: 151 institutionsQ2 2025: 146 institutionsQ3 2025: 141 institutionsQ4 2025: 145 institutionsQ1 2026: 135 institutionsQ2 2026: 143 institutions
Value heldQ2 2024: $358.6M
Q1 2021: $575.1MQ2 2021: $528.4MQ3 2021: $447.1MQ4 2021: $429.4MQ1 2022: $372.1MQ2 2022: $333.6MQ3 2022: $293.9MQ4 2022: $302.9MQ1 2023: $305.6MQ2 2023: $303.7MQ3 2023: $311.2MQ4 2023: $349.5MQ1 2024: $362.6MQ2 2024: $358.6MQ3 2024: $371.1MQ4 2024: $358.7MQ1 2025: $371.9MQ2 2025: $389.8MQ3 2025: $392.7MQ4 2025: $388.4MQ1 2026: $382.9MQ2 2026: $398.9M
Institutions holding EVV and their total value by quarter
QuarterHoldersValue
Q2 2026143$398.9M
Q1 2026135$382.9M
Q4 2025145$388.4M
Q3 2025141$392.7M
Q2 2025146$389.8M
Q1 2025151$371.9M
Q4 2024166$358.7M
Q3 2024144$371.1M
Q2 2024144$358.6M
Q1 2024151$362.6M
Q4 2023165$349.5M
Q3 2023155$311.2M
Q2 2023156$303.7M
Q1 2023154$305.6M
Q4 2022167$302.9M
Q3 2022149$293.9M
Q2 2022151$333.6M
Q1 2022155$372.1M
Q4 2021160$429.4M
Q3 2021147$447.1M
Q2 2021150$528.4M
Q1 2021146$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.

Institutions holding EVV in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Baker Tilly Wealth Management, LLC15,600$151.9K0.06%00.0%Unchanged
HRT Financial LP14,955$145.0K0.00%+14,955New
WealthTrust Axiom LLC14,800$144.1K0.05%00.0%Unchanged
Harbour Investments, Inc.14,555$141.8K0.00%+800+5.8%Added
Onyx Bridge Wealth Group LLC14,440$140.6K0.02%+138+1.0%Added
Cresset Asset Management, LLC14,400$140.3K0.00%00.0%Unchanged
Hollencrest Capital Management12,760$124.3K0.01%00.0%Unchanged
Cornerstone Wealth Group, LLC12,460$121.4K0.01%00.0%Unchanged
Horizon Kinetics Asset Management LLC12,417$120.9K0.00%00.0%Unchanged
Colony Group, LLC10,586$104.0K0.00%+168+1.6%Added
Oppenheimer & Co Inc10,544$102.7K0.00%−846−7.4%Reduced
WealthTrust Asset Management, LLC10,455$101.8K0.07%+62+0.6%Added
Wolverine Asset Management LLC10,372$101.0K0.00%+9,860+1,925.8%Added
Williams Jones Wealth Management, LLC.10,170$99.1K0.00%00.0%Unchanged
Gilbert & Cook, Inc.10,017$97.6K0.01%−224,936−95.7%Reduced
Barrett & Company, Inc.8,952$87.2K0.04%−1,250−12.3%Reduced
Proequities, Inc.8,700$84.7K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co5,842$56.9K0.00%+3,818+188.6%Added
Sound Income Strategies, LLC5,125$49.9K0.00%+5,125New
Byrne Asset Management LLC4,750$45.9K0.03%00.0%Unchanged
GPS Wealth Strategies Group, LLC4,105$40.0K0.01%00.0%Unchanged
Farther Finance Advisors, LLC3,273$31.8K0.00%+3,007+1,130.5%Added
Oliver Lagore Vanvalin Investment Group3,000$29.2K0.01%00.0%Unchanged
Allworth Financial LP2,941$28.4K0.00%+12+0.4%Added
Slocum, Gordon & Co LLP2,195$21.4K0.02%00.0%Unchanged
IFP Advisors, Inc2,131$20.8K0.00%+51+2.5%Added
West Branch Capital LLC2,082$20.3K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC2,000$19.5K0.00%−250−11.1%Reduced
Concord Wealth Partners1,799$17.5K0.00%+43+2.4%Added
Crewe Advisors LLC1,524$14.8K0.00%+37+2.5%Added
EverSource Wealth Advisors, LLC1,500$14.8K0.00%00.0%Unchanged
Bogart Wealth, LLC1,500$14.6K0.00%00.0%Unchanged
Asset Dedication, LLC691$6.73K0.00%+691New
Steward Partners Investment Advisory, LLC546$5.32K0.00%00.0%Unchanged
Gen-Wealth Partners Inc500$4.87K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.477$4.64K0.00%00.0%Unchanged
Hilltop National Bank360$3.51K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC255$2.48K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.123$1.20K0.00%+123New
Global Retirement Partners, LLC111$1.08K0.00%−455−80.4%Reduced
Horizon Bancorp Inc159$1.00K0.00%−219−57.9%Reduced
CWM, LLC138$1.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)11$1070.00%+6+120.0%Added
Frazier Financial Advisors, LLC7$690.00%00.0%Unchanged
Relative Value Partners Group, LLC0$00.00%−741,822−100.0%Sold out
City of London Investment Management Co Ltd0$00.00%−281,261−100.0%Sold out
Alpine Global Management, LLC0$00.00%−95,444−100.0%Sold out
Centaurus Financial, Inc.0$00.00%−46,879−100.0%Sold out
Jane Street Group, LLC0$00.00%−28,549−100.0%Sold out
AXS Investments LLC0$00.00%−23,000−100.0%Sold out
Congress Wealth Management LLC0$00.00%−19,770−100.0%Sold out
US Bancorp0$00.00%−16,600−100.0%Sold out
Catalina Capital Group, LLC0$00.00%−13,352−100.0%Sold out
WMG Financial Advisors, LLC0$00.00%−11,750−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−10,765−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−1,500−100.0%Sold out
First Manhattan Co0$00.00%−285−100.0%Sold out
Fortis Group Advisors, LLC0$00.00%−250−100.0%Sold out
Principal Securities, Inc.0$00.00%−37−100.0%Sold out
FMR LLC0$00.00%−1−100.0%Sold out
Credit Suisse AG––––Not filed
Highlander Capital Management, LLC––––Not filed