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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 67,968 | $714.3K | 0.04% | +5,233+8.3% | Added |
| Summit Financial, LLC | 73,469 | $772.2K | 0.03% | +16,843+29.7% | Added |
| Rareview Capital LLC | 73,810 | $775.7K | 0.58% | +73,810 | New |
| Wedbush Securities Inc | 88,612 | $931.0K | 0.03% | −5,330−5.7% | Reduced |
| Shaker Financial Services, LLC | 90,252 | $948.5K | 0.36% | −189,849−67.8% | Reduced |
| CoreCap Advisors, LLC | 90,365 | $949.7K | 0.04% | −1,000−1.1% | Reduced |
| Camelot Portfolios, LLC | 91,462 | $961.3K | 0.95% | −35,577−28.0% | Reduced |
| Melfa Wealth Management, LLC | 95,332 | $1.00M | 0.66% | −1,862−1.9% | Reduced |
| GWM Advisors LLC | 105,865 | $1.11M | 0.01% | +8,931+9.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 107,007 | $1.12M | 0.34% | +107,007 | New |
| Cambridge Investment Research Advisors, Inc. | 114,898 | $1.21M | 0.00% | −3,216−2.7% | Reduced |
| NWF Advisory Services Inc. | 116,950 | $1.23M | 0.18% | −10,300−8.1% | Reduced |
| Clear Creek Financial Management, LLC | 118,348 | $1.24M | 0.14% | +11,873+11.2% | Added |
| Aviance Capital Partners, LLC | 133,921 | $1.41M | 0.19% | +1,341+1.0% | Added |
| Baird Financial Group, Inc. | 139,717 | $1.47M | 0.00% | +22,339+19.0% | Added |
| Benjamin Edwards Inc | 140,353 | $1.48M | 0.02% | +140,353 | New |
| Raymond James Financial Services Advisors, Inc. | 216,086 | $2.27M | 0.00% | +1,373+0.6% | Added |
| Fiera Capital Corp | 217,401 | $2.28M | 0.01% | +16,702+8.3% | Added |
| Pathstone Holdings, LLC | 235,002 | $2.47M | 0.01% | +216,736+1,186.6% | Added |
| Thrivent Financial for Lutherans | 245,156 | $2.58M | 0.00% | −29,000−10.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 256,490 | $2.70M | 0.60% | +21,139+9.0% | Added |
| Advisor Group Holdings, Inc. | 261,595 | $2.75M | 0.01% | −17,840−6.4% | Reduced |
| Bank of America Corp | 276,020 | $2.90M | 0.00% | +710+0.3% | Added |
| Stifel Financial Corp | 351,494 | $3.69M | 0.00% | +34,207+10.8% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.95M | 0.01% | 00.0% | Unchanged |
| Oak Hill Advisors LP | 403,604 | $4.24M | 0.63% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 417,805 | $4.39M | 0.01% | +19,267+4.8% | Added |
| Raymond James & Associates | 440,393 | $4.63M | 0.00% | −6,272−1.4% | Reduced |
| Penserra Capital Management LLC | 468,077 | $4.92M | 0.11% | −801,498−63.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 548,361 | $5.76M | 0.01% | −308,000−36.0% | Reduced |
| Kennedy Investment Group | 621,771 | $6.53M | 3.01% | +333+0.1% | Added |
| Cetera Investment Advisers | 653,135 | $6.86M | 0.02% | +15,719+2.5% | Added |
| UBS Group AG | 694,045 | $7.29M | 0.00% | −19,215−2.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 776,088 | $8.16M | 0.57% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 830,620 | $8.73M | 0.18% | +51,372+6.6% | Added |
| LPL Financial LLC | 838,004 | $8.81M | 0.00% | −429,268−33.9% | Reduced |
| Royal Bank of Canada | 866,348 | $9.11M | 0.00% | +260,977+43.1% | Added |
| Chicago Partners Investment Group LLC | 904,114 | $9.30M | 0.33% | +47,087+5.5% | Added |
| Guggenheim Capital LLC | 1,121,963 | $11.8M | 0.08% | +178,636+18.9% | Added |
| Invesco Ltd. | 1,547,308 | $16.3M | 0.00% | −32,342−2.0% | Reduced |
| Ameriprise Financial Inc | 3,033,395 | $31.9M | 0.01% | +380,891+14.4% | Added |
| Sit Investment Associates Inc | 5,085,278 | $53.4M | 1.19% | +100,746+2.0% | Added |
| Morgan Stanley | 10,016,614 | $105.3M | 0.01% | +272,748+2.8% | Added |
| International Assets Investment Management, LLC | 16,711 | – | – | −60,982−78.5% | Reduced |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −665,996−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −226,137−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −123,000−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −101,553−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −38,916−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −25,450−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,955−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −10,586−100.0% | Sold out |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −10,455−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −10,372−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −10,170−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |