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, Q4 2024
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Dec 31, 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
- 166
- +25 vs. Q3 2024
- Shares held
- 36.7M
- +2.25M (+6.5%) vs. Q3 2024
- Total value
- $358.7M
- −$2.82M (−0.8%) vs. Q3 2024
- New holders
- 38
- 48 more added
- Sold out
- 13
- 42 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,974,115 | $97.4M | 0.01% | −42,499−0.4% | Reduced |
| Sit Investment Associates Inc | 5,147,342 | $50.3M | 1.14% | +62,064+1.2% | Added |
| Ameriprise Financial Inc | 3,295,778 | $32.2M | 0.01% | +262,383+8.6% | Added |
| Invesco Ltd. | 1,342,161 | $13.1M | 0.00% | −205,147−13.3% | Reduced |
| Guggenheim Capital LLC | 1,312,791 | $12.8M | 0.11% | +190,828+17.0% | Added |
| LPL Financial LLC | 1,170,586 | $11.4M | 0.00% | +332,582+39.7% | Added |
| Chicago Partners Investment Group LLC | 921,417 | $9.28M | 0.31% | +17,303+1.9% | Added |
| Capital Investment Advisors, LLC | 899,610 | $8.79M | 0.18% | +68,990+8.3% | Added |
| Royal Bank of Canada | 881,773 | $8.62M | 0.00% | +15,425+1.8% | Added |
| Cyndeo Wealth Partners, LLC | 673,294 | $6.58M | 0.44% | −102,794−13.2% | Reduced |
| UBS Group AG | 658,979 | $6.44M | 0.00% | −35,066−5.1% | Reduced |
| Cura Wealth Advisors, LLC | 619,457 | $6.05M | 2.68% | +619,457 | New |
| Raymond James Financial Inc | 619,403 | $6.05M | 0.00% | +619,403 | New |
| Kennedy Investment Group | 609,860 | $5.96M | 2.70% | −11,911−1.9% | Reduced |
| Cetera Investment Advisers | 576,144 | $5.63M | 0.01% | −76,991−11.8% | Reduced |
| Penserra Capital Management LLC | 501,890 | $4.90M | 0.09% | +33,813+7.2% | Added |
| Commonwealth Equity Services, LLC | 438,334 | $4.28M | 0.01% | +20,529+4.9% | Added |
| Oak Hill Advisors LP | 403,604 | $3.94M | 0.73% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 396,175 | $3.87M | 0.01% | −152,186−27.8% | Reduced |
| Cohen & Steers, Inc. | 375,463 | $3.67M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 363,371 | $3.55M | 0.00% | +11,877+3.4% | Added |
| Bank of America Corp | 286,981 | $2.80M | 0.00% | +10,961+4.0% | Added |
| Advisor Group Holdings, Inc. | 285,768 | $2.79M | 0.01% | +24,173+9.2% | Added |
| Creative Planning | 277,986 | $2.72M | 0.00% | +255,211+1,120.6% | Added |
| Kanen Wealth Management LLC | 229,225 | $2.24M | 0.83% | +229,225 | New |
| Thrivent Financial for Lutherans | 219,156 | $2.14M | 0.00% | −26,000−10.6% | Reduced |
| Fiera Capital Corp | 214,817 | $2.10M | 0.01% | −2,584−1.2% | Reduced |
| Shaker Financial Services, LLC | 185,412 | $1.81M | 0.69% | +95,160+105.4% | Added |
| CoreCap Advisors, LLC | 181,845 | $1.78M | 0.08% | +91,480+101.2% | Added |
| Wells Fargo & Company | 177,074 | $1.73M | 0.00% | +128,323+263.2% | Added |
| Baird Financial Group, Inc. | 147,498 | $1.44M | 0.00% | +7,781+5.6% | Added |
| Kestra Advisory Services, LLC | 137,683 | $1.35M | 0.01% | +93,169+209.3% | Added |
| Aviance Capital Partners, LLC | 132,943 | $1.30M | 0.18% | −978−0.7% | Reduced |
| Clear Creek Financial Management, LLC | 125,022 | $1.22M | 0.13% | +6,674+5.6% | Added |
| Prevail Innovative Wealth Advisors, LLC | 122,451 | $1.20M | 0.35% | +15,444+14.4% | Added |
| Benjamin Edwards Inc | 118,367 | $1.16M | 0.02% | −21,986−15.7% | Reduced |
| GWM Advisors LLC | 106,516 | $1.04M | 0.01% | +651+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 106,159 | $1.04M | 0.00% | −8,739−7.6% | Reduced |
| Melfa Wealth Management, LLC | 100,177 | $978.7K | 0.65% | +4,845+5.1% | Added |
| Camelot Portfolios, LLC | 84,733 | $827.8K | 0.89% | −6,729−7.4% | Reduced |
| Summit Financial, LLC | 82,149 | $802.6K | 0.03% | +8,680+11.8% | Added |
| Wedbush Securities Inc | 78,728 | $769.0K | 0.03% | −9,884−11.2% | Reduced |
| Flagship Harbor Advisors, LLC | 73,468 | $717.8K | 0.04% | +5,500+8.1% | Added |
| Pin Oak Investment Advisors Inc | 65,662 | $690.0K | 0.63% | 00.0% | Unchanged |
| Selway Asset Management | 60,879 | $594.8K | 0.23% | +2,425+4.1% | Added |
| Independent Financial Group, LLC | 59,316 | $579.5K | 0.02% | −80−0.1% | Reduced |
| Merit Financial Group, LLC | 59,092 | $577.3K | 0.01% | +10,910+22.6% | Added |
| Atria Wealth Solutions, Inc. | 58,351 | $570.1K | 0.01% | +72+0.1% | Added |
| Susquehanna International Group, LLP | 52,832 | $516.2K | 0.00% | +52,832 | New |
| Janney Montgomery Scott LLC | 49,257 | $481.0K | 0.00% | +23,406+90.5% | Added |
| Comerica Bank | 47,820 | $467.2K | 0.00% | +4,193+9.6% | Added |
| Future Financial Wealth Managment LLC | 46,925 | $458.5K | 0.34% | +660+1.4% | Added |
| Congress Wealth Management LLC | 45,770 | $447.2K | 0.01% | +26,000+131.5% | Added |
| Advisory Services Network, LLC | 41,574 | $406.2K | 0.01% | +102+0.2% | Added |
| Rock Point Advisors, LLC | 40,749 | $398.1K | 0.12% | −1,350−3.2% | Reduced |
| Private Advisor Group, LLC | 40,684 | $397.5K | 0.00% | +3,747+10.1% | Added |
| National Asset Management, Inc. | 36,746 | $359.0K | 0.01% | −6,141−14.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 33,770 | $329.9K | 0.20% | +387+1.2% | Added |
| AlphaCore Capital LLC | 33,508 | $327.4K | 0.07% | +1,608+5.0% | Added |
| Rockefeller Capital Management L.P. | 33,188 | $324.2K | 0.00% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 33,150 | $323.9K | 0.20% | 00.0% | Unchanged |
| Apriem Advisors | 32,059 | $313.2K | 0.04% | −272−0.8% | Reduced |
| Envestnet Asset Management Inc | 30,654 | $299.5K | 0.00% | +174+0.6% | Added |
| Mallini Complete Financial Planning LLC | 27,461 | $268.3K | 0.25% | +27,461 | New |
| Quad-Cities Investment Group, LLC | 27,179 | $265.5K | 0.13% | −1,719−5.9% | Reduced |
| EP Wealth Advisors, LLC | 26,800 | $261.8K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 24,912 | $243.4K | 0.03% | −41,635−62.6% | Reduced |
| Elequin Capital LP | 24,682 | $241.1K | 0.03% | +24,682 | New |
| StoneX Group Inc. | 24,492 | $239.3K | 0.01% | +24,492 | New |
| Marex Group plc | 24,315 | $237.6K | 0.00% | +24,315 | New |
| Concurrent Investment Advisors, LLC | 23,927 | $233.8K | 0.01% | −572−2.3% | Reduced |
| Fountainhead AM, LLC | 23,452 | $229.1K | 0.04% | +23,452 | New |
| Pointe Capital Management LLC | 22,954 | $224.3K | 0.13% | +95+0.4% | Added |
| Moors & Cabot, Inc. | 22,795 | $222.7K | 0.01% | −110.0% | Reduced |
| Virtu Financial LLC | 22,718 | $222.0K | 0.01% | +22,718 | New |
| Conning Inc. | 22,455 | $219.4K | 0.01% | −9,624−30.0% | Reduced |
| Sowell Financial Services LLC | 21,839 | $213.4K | 0.01% | −19,930−47.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,492 | $210.0K | 0.00% | +18,885+724.4% | Added |
| PFG Investments, LLC | 21,234 | $207.5K | 0.01% | −2,962−12.2% | Reduced |
| Riverbridge Partners LLC | 20,988 | $205.1K | 0.00% | +753+3.7% | Added |
| CI Private Wealth, LLC | 20,652 | $201.8K | 0.00% | −583−2.7% | Reduced |
| HRT Financial LP | 20,085 | $196.0K | 0.00% | +20,085 | New |
| Ashton Thomas Securities, LLC | 20,000 | $195.4K | 0.05% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 20,000 | $195.4K | 0.09% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 20,000 | $195.4K | 0.00% | +20,000 | New |
| MML Investors Services, LLC | 19,861 | $194.0K | 0.00% | −15,404−43.7% | Reduced |
| Pathstone Holdings, LLC | 19,678 | $193.9K | 0.00% | −215,324−91.6% | Reduced |
| Lido Advisors, LLC | 19,837 | $193.8K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 18,611 | $181.8K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 18,565 | $181.4K | 0.00% | +18,565 | New |
| Stonegate Investment Group, LLC | 18,552 | $181.3K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 18,475 | $180.5K | 0.00% | −44,935−70.9% | Reduced |
| Dudley Capital Management, LLC | 18,133 | $177.2K | 0.09% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 18,000 | $175.9K | 0.09% | +18,000 | New |
| HighTower Advisors, LLC | 17,358 | $169.6K | 0.00% | −5,743−24.9% | Reduced |
| SeaCrest Wealth Management, LLC | 17,243 | $168.5K | 0.02% | −270−1.5% | Reduced |
| ProVise Management Group, LLC | 17,088 | $166.9K | 0.01% | +1,800+11.8% | Added |
| Cahill Financial Advisors Inc | 16,465 | $160.9K | 0.02% | −8,715−34.6% | Reduced |
| Garden State Investment Advisory Services LLC | 16,054 | $156.8K | 0.05% | −924−5.4% | Reduced |
| Sandy Cove Advisors, LLC | 15,750 | $153.9K | 0.06% | 00.0% | Unchanged |