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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 14,400 | $151.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,857 | $145.6K | 0.00% | −698−4.8% | Reduced |
| Hollencrest Capital Management | 12,760 | $134.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 12,460 | $131.0K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,901 | $114.6K | 0.00% | +10,901 | New |
| Oppenheimer & Co Inc | 10,686 | $112.3K | 0.00% | +142+1.3% | Added |
| Gilbert & Cook, Inc. | 10,017 | $105.3K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 10,000 | $105.1K | 0.00% | +10,000 | New |
| Oarsman Capital, Inc. | 9,828 | $103.3K | 0.02% | −8,239−45.6% | Reduced |
| Barrett & Company, Inc. | 8,952 | $94.1K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 8,700 | $91.4K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,345 | $72.8K | 0.03% | +150+6.8% | Added |
| Sound Income Strategies, LLC | 5,852 | $61.5K | 0.00% | +727+14.2% | Added |
| Cape Investment Advisory, Inc. | 5,693 | $59.8K | 0.02% | +5,570+4,528.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,492 | $57.7K | 0.00% | +5,492 | New |
| Byrne Asset Management LLC | 4,750 | $49.9K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,105 | $43.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,971 | $41.7K | 0.00% | +1,840+86.3% | Added |
| Farther Finance Advisors, LLC | 3,273 | $34.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,140 | $33.0K | 0.01% | +3,140 | New |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $31.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,947 | $31.0K | 0.00% | +6+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,607 | $27.4K | 0.00% | +2,061+377.5% | Added |
| West Branch Capital LLC | 2,082 | $21.9K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,843 | $19.4K | 0.00% | +44+2.4% | Added |
| Crewe Advisors LLC | 1,560 | $16.4K | 0.00% | +36+2.4% | Added |
| 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 |
| Northwestern Mutual Wealth Management Co | 1,426 | $15.0K | 0.00% | −4,416−75.6% | Reduced |
| Trust Co of Vermont | 1,100 | $11.6K | 0.00% | +1,100 | New |
| Montag A & Associates Inc | 681 | $7.16K | 0.00% | +681 | New |
| Gen-Wealth Partners Inc | 500 | $5.14K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 477 | $5.01K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.68K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $2.63K | 0.00% | +250 | New |
| CWM, LLC | 193 | $2.00K | 0.00% | +55+39.9% | Added |
| Asset Dedication, LLC | 124 | $1.30K | 0.00% | −567−82.1% | Reduced |
| Global Retirement Partners, LLC | 111 | $1.17K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 113 | $1.00K | 0.00% | −46−28.9% | Reduced |
| Tower Research Capital LLC (TRC) | 11 | $116 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $76 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 1 | $11 | 0.00% | +1 | New |
| 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 |