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 |
|---|---|---|---|---|---|
| Northwest Financial Advisors | 1 | $11 | 0.00% | +1 | New |
| Frazier Financial Advisors, LLC | 7 | $76 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11 | $116 | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 113 | $1.00K | 0.00% | −46−28.9% | Reduced |
| Global Retirement Partners, LLC | 111 | $1.17K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $1.30K | 0.00% | −567−82.1% | Reduced |
| CWM, LLC | 193 | $2.00K | 0.00% | +55+39.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $2.63K | 0.00% | +250 | New |
| Bartlett & Co. Wealth Management LLC | 255 | $2.68K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 477 | $5.01K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 500 | $5.14K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 681 | $7.16K | 0.00% | +681 | New |
| Trust Co of Vermont | 1,100 | $11.6K | 0.00% | +1,100 | New |
| Northwestern Mutual Wealth Management Co | 1,426 | $15.0K | 0.00% | −4,416−75.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,500 | $15.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,500 | $15.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,560 | $16.4K | 0.00% | +36+2.4% | Added |
| Concord Wealth Partners | 1,843 | $19.4K | 0.00% | +44+2.4% | Added |
| CIBC Private Wealth Group, LLC | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,082 | $21.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,607 | $27.4K | 0.00% | +2,061+377.5% | Added |
| Allworth Financial LP | 2,947 | $31.0K | 0.00% | +6+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $31.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,140 | $33.0K | 0.01% | +3,140 | New |
| Farther Finance Advisors, LLC | 3,273 | $34.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,971 | $41.7K | 0.00% | +1,840+86.3% | Added |
| GPS Wealth Strategies Group, LLC | 4,105 | $43.1K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,750 | $49.9K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,492 | $57.7K | 0.00% | +5,492 | New |
| Cape Investment Advisory, Inc. | 5,693 | $59.8K | 0.02% | +5,570+4,528.5% | Added |
| Sound Income Strategies, LLC | 5,852 | $61.5K | 0.00% | +727+14.2% | Added |
| Slocum, Gordon & Co LLP | 2,345 | $72.8K | 0.03% | +150+6.8% | Added |
| Proequities, Inc. | 8,700 | $91.4K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 8,952 | $94.1K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 9,828 | $103.3K | 0.02% | −8,239−45.6% | Reduced |
| Eastern Bank | 10,000 | $105.1K | 0.00% | +10,000 | New |
| Gilbert & Cook, Inc. | 10,017 | $105.3K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,686 | $112.3K | 0.00% | +142+1.3% | Added |
| Equitable Holdings, Inc. | 10,901 | $114.6K | 0.00% | +10,901 | New |
| Cornerstone Wealth Group, LLC | 12,460 | $131.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12,760 | $134.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,857 | $145.6K | 0.00% | −698−4.8% | Reduced |
| Cresset Asset Management, LLC | 14,400 | $151.3K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 14,674 | $154.2K | 0.02% | +234+1.6% | Added |
| WealthTrust Axiom LLC | 14,800 | $155.5K | 0.05% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 15,288 | $160.7K | 0.01% | −442−2.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 15,668 | $164.7K | 0.00% | +3,251+26.2% | Added |
| Sandy Cove Advisors, LLC | 15,750 | $165.5K | 0.07% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 16,061 | $168.8K | 0.06% | −1,773−9.9% | Reduced |
| Warren Averett Asset Management, LLC | 16,320 | $171.5K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 16,978 | $178.4K | 0.06% | +777+4.8% | Added |
| NBC Securities, Inc. | 17,300 | $181.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 17,513 | $184.1K | 0.02% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 18,133 | $190.6K | 0.10% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $195.0K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 18,611 | $195.6K | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 19,770 | $207.8K | 0.00% | +19,770 | New |
| Lido Advisors, LLC | 19,837 | $208.5K | 0.00% | −3,541−15.1% | Reduced |
| 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 |
| Riverbridge Partners LLC | 20,235 | $212.7K | 0.00% | +70+0.3% | Added |
| CI Private Wealth, LLC | 21,235 | $223.2K | 0.00% | −2,711−11.3% | Reduced |
| Stephens Inc | 22,729 | $238.9K | 0.00% | −200−0.9% | Reduced |
| Creative Planning | 22,775 | $239.4K | 0.00% | −8,150−26.4% | Reduced |
| Moors & Cabot, Inc. | 22,806 | $239.7K | 0.01% | +119+0.5% | Added |
| Pointe Capital Management LLC | 22,859 | $240.2K | 0.14% | +95+0.4% | Added |
| HighTower Advisors, LLC | 23,101 | $243.0K | 0.00% | −3,587−13.4% | Reduced |
| PFG Investments, LLC | 24,196 | $254.3K | 0.02% | +1,851+8.3% | Added |
| Concurrent Investment Advisors, LLC | 24,499 | $257.5K | 0.01% | +1,835+8.1% | Added |
| Cahill Financial Advisors Inc | 25,180 | $264.6K | 0.04% | −3,704−12.8% | Reduced |
| Janney Montgomery Scott LLC | 25,851 | $272.0K | 0.00% | +1,187+4.8% | Added |
| EP Wealth Advisors, LLC | 26,800 | $281.7K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 28,898 | $303.7K | 0.15% | −1,893−6.1% | Reduced |
| Envestnet Asset Management Inc | 30,480 | $320.3K | 0.00% | +876+3.0% | Added |
| AlphaCore Capital LLC | 31,900 | $335.3K | 0.08% | 00.0% | Unchanged |
| Conning Inc. | 32,079 | $337.1K | 0.01% | 00.0% | Unchanged |
| Apriem Advisors | 32,331 | $339.8K | 0.04% | +1,028+3.3% | Added |
| Mendel Capital Management LLC | 33,150 | $348.4K | 0.21% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 33,188 | $348.8K | 0.00% | −400−1.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 33,383 | $350.9K | 0.22% | +3,951+13.4% | Added |
| MML Investors Services, LLC | 35,265 | $371.0K | 0.00% | +3,244+10.1% | Added |
| Private Advisor Group, LLC | 36,937 | $388.2K | 0.00% | −4,590−11.1% | Reduced |
| Advisory Services Network, LLC | 41,472 | $403.9K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 41,769 | $439.0K | 0.02% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 42,099 | $442.5K | 0.12% | −1,600−3.7% | Reduced |
| National Asset Management, Inc. | 42,887 | $449.2K | 0.01% | −116,722−73.1% | Reduced |
| Comerica Bank | 43,627 | $458.5K | 0.00% | −1,940−4.3% | Reduced |
| Kestra Advisory Services, LLC | 44,514 | $467.8K | 0.00% | −18,115−28.9% | Reduced |
| Wela Strategies, Inc. | 45,107 | $474.1K | 0.21% | −19,158−29.8% | Reduced |
| Future Financial Wealth Managment LLC | 46,265 | $486.2K | 0.35% | +2,823+6.5% | Added |
| Merit Financial Group, LLC | 48,182 | $506.4K | 0.01% | −12,845−21.0% | Reduced |
| Wells Fargo & Company | 48,751 | $512.4K | 0.00% | −1,023−2.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 52,036 | $546.9K | 0.00% | +52,036 | New |
| Atria Wealth Solutions, Inc. | 58,279 | $612.5K | 0.01% | +10,307+21.5% | Added |
| Selway Asset Management | 58,454 | $614.4K | 0.24% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 59,396 | $624.3K | 0.02% | +2,539+4.5% | Added |
| Millennium Management LLC | 63,410 | $666.4K | 0.00% | +63,410 | New |
| Pin Oak Investment Advisors Inc | 65,662 | $690.0K | 0.63% | −10.0% | Reduced |
| Landscape Capital Management, L.L.C. | 66,547 | $699.4K | 0.07% | −120,562−64.4% | Reduced |