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, Q3 2024
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Sep 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
- +1 vs. Q2 2024
- Shares held
- 35.3M
- −1.34M (−3.7%) vs. Q2 2024
- Total value
- $371.1M
- +$13.7M (+3.8%) vs. Q2 2024
- New holders
- 14
- 48 more added
- Sold out
- 13
- 42 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,016,614 | $105.3M | 0.01% | +272,748+2.8% | Added |
| Sit Investment Associates Inc | 5,085,278 | $53.4M | 1.19% | +100,746+2.0% | Added |
| Ameriprise Financial Inc | 3,033,395 | $31.9M | 0.01% | +380,891+14.4% | Added |
| Invesco Ltd. | 1,547,308 | $16.3M | 0.00% | −32,342−2.0% | Reduced |
| Guggenheim Capital LLC | 1,121,963 | $11.8M | 0.08% | +178,636+18.9% | Added |
| Chicago Partners Investment Group LLC | 904,114 | $9.30M | 0.33% | +47,087+5.5% | Added |
| Royal Bank of Canada | 866,348 | $9.11M | 0.00% | +260,977+43.1% | Added |
| LPL Financial LLC | 838,004 | $8.81M | 0.00% | −429,268−33.9% | Reduced |
| Capital Investment Advisors, LLC | 830,620 | $8.73M | 0.18% | +51,372+6.6% | Added |
| Cyndeo Wealth Partners, LLC | 776,088 | $8.16M | 0.57% | 00.0% | Unchanged |
| UBS Group AG | 694,045 | $7.29M | 0.00% | −19,215−2.7% | Reduced |
| Cetera Investment Advisers | 653,135 | $6.86M | 0.02% | +15,719+2.5% | Added |
| Kennedy Investment Group | 621,771 | $6.53M | 3.01% | +333+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 548,361 | $5.76M | 0.01% | −308,000−36.0% | Reduced |
| Penserra Capital Management LLC | 468,077 | $4.92M | 0.11% | −801,498−63.1% | Reduced |
| Raymond James & Associates | 440,393 | $4.63M | 0.00% | −6,272−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 417,805 | $4.39M | 0.01% | +19,267+4.8% | Added |
| Oak Hill Advisors LP | 403,604 | $4.24M | 0.63% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 375,463 | $3.95M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 351,494 | $3.69M | 0.00% | +34,207+10.8% | Added |
| Bank of America Corp | 276,020 | $2.90M | 0.00% | +710+0.3% | Added |
| Advisor Group Holdings, Inc. | 261,595 | $2.75M | 0.01% | −17,840−6.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 256,490 | $2.70M | 0.60% | +21,139+9.0% | Added |
| Thrivent Financial for Lutherans | 245,156 | $2.58M | 0.00% | −29,000−10.6% | Reduced |
| Pathstone Holdings, LLC | 235,002 | $2.47M | 0.01% | +216,736+1,186.6% | Added |
| Fiera Capital Corp | 217,401 | $2.28M | 0.01% | +16,702+8.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 216,086 | $2.27M | 0.00% | +1,373+0.6% | Added |
| Benjamin Edwards Inc | 140,353 | $1.48M | 0.02% | +140,353 | New |
| Baird Financial Group, Inc. | 139,717 | $1.47M | 0.00% | +22,339+19.0% | Added |
| Aviance Capital Partners, LLC | 133,921 | $1.41M | 0.19% | +1,341+1.0% | Added |
| Clear Creek Financial Management, LLC | 118,348 | $1.24M | 0.14% | +11,873+11.2% | Added |
| NWF Advisory Services Inc. | 116,950 | $1.23M | 0.18% | −10,300−8.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 114,898 | $1.21M | 0.00% | −3,216−2.7% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 107,007 | $1.12M | 0.34% | +107,007 | New |
| GWM Advisors LLC | 105,865 | $1.11M | 0.01% | +8,931+9.2% | Added |
| Melfa Wealth Management, LLC | 95,332 | $1.00M | 0.66% | −1,862−1.9% | Reduced |
| Camelot Portfolios, LLC | 91,462 | $961.3K | 0.95% | −35,577−28.0% | Reduced |
| CoreCap Advisors, LLC | 90,365 | $949.7K | 0.04% | −1,000−1.1% | Reduced |
| Shaker Financial Services, LLC | 90,252 | $948.5K | 0.36% | −189,849−67.8% | Reduced |
| Wedbush Securities Inc | 88,612 | $931.0K | 0.03% | −5,330−5.7% | Reduced |
| Rareview Capital LLC | 73,810 | $775.7K | 0.58% | +73,810 | New |
| Summit Financial, LLC | 73,469 | $772.2K | 0.03% | +16,843+29.7% | Added |
| Flagship Harbor Advisors, LLC | 67,968 | $714.3K | 0.04% | +5,233+8.3% | Added |
| Landscape Capital Management, L.L.C. | 66,547 | $699.4K | 0.07% | −120,562−64.4% | Reduced |
| Pin Oak Investment Advisors Inc | 65,662 | $690.0K | 0.63% | −10.0% | Reduced |
| Millennium Management LLC | 63,410 | $666.4K | 0.00% | +63,410 | New |
| Independent Financial Group, LLC | 59,396 | $624.3K | 0.02% | +2,539+4.5% | Added |
| Selway Asset Management | 58,454 | $614.4K | 0.24% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 58,279 | $612.5K | 0.01% | +10,307+21.5% | Added |
| Kovitz Investment Group Partners, LLC | 52,036 | $546.9K | 0.00% | +52,036 | New |
| Wells Fargo & Company | 48,751 | $512.4K | 0.00% | −1,023−2.1% | Reduced |
| Merit Financial Group, LLC | 48,182 | $506.4K | 0.01% | −12,845−21.0% | Reduced |
| Future Financial Wealth Managment LLC | 46,265 | $486.2K | 0.35% | +2,823+6.5% | Added |
| Wela Strategies, Inc. | 45,107 | $474.1K | 0.21% | −19,158−29.8% | Reduced |
| Kestra Advisory Services, LLC | 44,514 | $467.8K | 0.00% | −18,115−28.9% | Reduced |
| Comerica Bank | 43,627 | $458.5K | 0.00% | −1,940−4.3% | Reduced |
| National Asset Management, Inc. | 42,887 | $449.2K | 0.01% | −116,722−73.1% | Reduced |
| Rock Point Advisors, LLC | 42,099 | $442.5K | 0.12% | −1,600−3.7% | Reduced |
| Sowell Financial Services LLC | 41,769 | $439.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 41,472 | $403.9K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 36,937 | $388.2K | 0.00% | −4,590−11.1% | Reduced |
| MML Investors Services, LLC | 35,265 | $371.0K | 0.00% | +3,244+10.1% | Added |
| Fortitude Advisory Group L.L.C. | 33,383 | $350.9K | 0.22% | +3,951+13.4% | Added |
| Rockefeller Capital Management L.P. | 33,188 | $348.8K | 0.00% | −400−1.2% | Reduced |
| Mendel Capital Management LLC | 33,150 | $348.4K | 0.21% | 00.0% | Unchanged |
| Apriem Advisors | 32,331 | $339.8K | 0.04% | +1,028+3.3% | Added |
| Conning Inc. | 32,079 | $337.1K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 31,900 | $335.3K | 0.08% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 30,480 | $320.3K | 0.00% | +876+3.0% | Added |
| Quad-Cities Investment Group, LLC | 28,898 | $303.7K | 0.15% | −1,893−6.1% | Reduced |
| EP Wealth Advisors, LLC | 26,800 | $281.7K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 25,851 | $272.0K | 0.00% | +1,187+4.8% | Added |
| Cahill Financial Advisors Inc | 25,180 | $264.6K | 0.04% | −3,704−12.8% | Reduced |
| Concurrent Investment Advisors, LLC | 24,499 | $257.5K | 0.01% | +1,835+8.1% | Added |
| PFG Investments, LLC | 24,196 | $254.3K | 0.02% | +1,851+8.3% | Added |
| HighTower Advisors, LLC | 23,101 | $243.0K | 0.00% | −3,587−13.4% | Reduced |
| Pointe Capital Management LLC | 22,859 | $240.2K | 0.14% | +95+0.4% | Added |
| Moors & Cabot, Inc. | 22,806 | $239.7K | 0.01% | +119+0.5% | Added |
| Creative Planning | 22,775 | $239.4K | 0.00% | −8,150−26.4% | Reduced |
| Stephens Inc | 22,729 | $238.9K | 0.00% | −200−0.9% | Reduced |
| CI Private Wealth, LLC | 21,235 | $223.2K | 0.00% | −2,711−11.3% | Reduced |
| Riverbridge Partners LLC | 20,235 | $212.7K | 0.00% | +70+0.3% | Added |
| UBS Asset Management Americas Inc | 20,000 | $210.2K | 0.00% | −15,000−42.9% | Reduced |
| Ashton Thomas Securities, LLC | 20,000 | $210.2K | 0.04% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 20,000 | $210.2K | 0.10% | 00.0% | Unchanged |
| Lido Advisors, LLC | 19,837 | $208.5K | 0.00% | −3,541−15.1% | Reduced |
| Congress Wealth Management LLC | 19,770 | $207.8K | 0.00% | +19,770 | New |
| First Foundation Advisors | 18,611 | $195.6K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $195.0K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 18,133 | $190.6K | 0.10% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 17,513 | $184.1K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17,300 | $181.0K | 0.02% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 16,978 | $178.4K | 0.06% | +777+4.8% | Added |
| Warren Averett Asset Management, LLC | 16,320 | $171.5K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 16,061 | $168.8K | 0.06% | −1,773−9.9% | Reduced |
| Sandy Cove Advisors, LLC | 15,750 | $165.5K | 0.07% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 15,668 | $164.7K | 0.00% | +3,251+26.2% | Added |
| ProVise Management Group, LLC | 15,288 | $160.7K | 0.01% | −442−2.8% | Reduced |
| WealthTrust Axiom LLC | 14,800 | $155.5K | 0.05% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 14,674 | $154.2K | 0.02% | +234+1.6% | Added |