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 |
|---|---|---|---|---|---|
| Horizon Bancorp Inc | 42 | $0 | 0.00% | −71−62.8% | Reduced |
| FMR LLC | 2 | $20 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 7 | $73 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11 | $107 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17 | $169 | 0.02% | −17,283−99.9% | Reduced |
| WPG Advisers, LLC | 21 | $205 | 0.00% | +21 | New |
| Capital A Wealth Management, LLC | 75 | $733 | 0.00% | +75 | New |
| Global Retirement Partners, LLC | 111 | $1.08K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $1.21K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 193 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.49K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 266 | $2.60K | 0.00% | −3,007−91.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 356 | $3.00K | 0.00% | +356 | New |
| Coppell Advisory Solutions LLC | 319 | $3.13K | 0.00% | +319 | New |
| JPMorgan Chase & Co | 379 | $3.70K | 0.00% | +379 | New |
| Decker Retirement Planning Inc. | 400 | $3.91K | 0.00% | +400 | New |
| The PNC Financial Services Group, Inc. | 477 | $4.66K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 500 | $4.88K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 645 | $6.30K | 0.00% | +645 | New |
| Parallel Advisors, LLC | 998 | $9.75K | 0.00% | +998 | New |
| Kentucky Trust Co | 998 | $9.75K | 0.01% | +998 | New |
| Fortitude Family Office, LLC | 1,390 | $13.6K | 0.00% | −1,750−55.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,459 | $14.3K | 0.00% | +33+2.3% | Added |
| EverSource Wealth Advisors, LLC | 1,500 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,500 | $14.7K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,597 | $15.6K | 0.00% | +37+2.4% | Added |
| Fifth Third Bancorp | 1,663 | $16.2K | 0.00% | +1,663 | New |
| Concord Wealth Partners | 1,886 | $18.4K | 0.00% | +43+2.3% | Added |
| CIBC Private Wealth Group, LLC | 2,000 | $20.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,082 | $20.3K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,195 | $21.4K | 0.02% | −150−6.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $29.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,959 | $30.0K | 0.00% | +12+0.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $33.2K | 0.02% | +3,400 | New |
| IFP Advisors, Inc | 3,404 | $33.3K | 0.00% | −567−14.3% | Reduced |
| Cape Investment Advisory, Inc. | 3,693 | $36.1K | 0.01% | −2,000−35.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,105 | $40.1K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,750 | $46.4K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,401 | $62.5K | 0.00% | +549+9.4% | Added |
| Oarsman Capital, Inc. | 6,475 | $63.3K | 0.01% | −3,353−34.1% | Reduced |
| MAI Capital Management | 7,000 | $68.4K | 0.00% | +7,000 | New |
| Spire Wealth Management | 7,778 | $76.0K | 0.00% | +7,778 | New |
| Barrett & Company, Inc. | 8,952 | $87.5K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 8,700 | $88.1K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 10,001 | $97.7K | 0.00% | +10,001 | New |
| Gilbert & Cook, Inc. | 10,017 | $97.9K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,250 | $100.1K | 0.00% | +10,250 | New |
| Ellis Investment Partners, LLC | 10,331 | $100.9K | 0.02% | +10,331 | New |
| Stephens Inc | 10,392 | $101.5K | 0.00% | −12,337−54.3% | Reduced |
| Eastern Bank | 11,000 | $107.5K | 0.00% | +1,000+10.0% | Added |
| Citadel Advisors LLC | 11,055 | $108.0K | 0.00% | +11,055 | New |
| Colony Group, LLC | 11,098 | $108.4K | 0.00% | +11,098 | New |
| Clearstead Advisors, LLC | 11,111 | $108.6K | 0.00% | +11,111 | New |
| Oppenheimer & Co Inc | 11,833 | $115.6K | 0.00% | +1,147+10.7% | Added |
| Armis Advisers, LLC | 12,146 | $118.7K | 0.01% | +12,146 | New |
| Sigma Planning Corp | 12,289 | $120.1K | 0.00% | +12,289 | New |
| Cornerstone Wealth Group, LLC | 12,460 | $121.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12,760 | $124.7K | 0.01% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 13,014 | $127.1K | 0.08% | +13,014 | New |
| Readystate Asset Management LP | 13,284 | $129.8K | 0.01% | +13,284 | New |
| Harbour Investments, Inc. | 13,857 | $135.4K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $140.7K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 14,800 | $144.6K | 0.04% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 14,926 | $145.8K | 0.02% | +252+1.7% | Added |
| Horizon Kinetics Asset Management LLC | 15,668 | $153.1K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 15,750 | $153.9K | 0.06% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 16,054 | $156.8K | 0.05% | −924−5.4% | Reduced |
| Cahill Financial Advisors Inc | 16,465 | $160.9K | 0.02% | −8,715−34.6% | Reduced |
| ProVise Management Group, LLC | 17,088 | $166.9K | 0.01% | +1,800+11.8% | Added |
| SeaCrest Wealth Management, LLC | 17,243 | $168.5K | 0.02% | −270−1.5% | Reduced |
| HighTower Advisors, LLC | 17,358 | $169.6K | 0.00% | −5,743−24.9% | Reduced |
| Fogel Capital Management, Inc. | 18,000 | $175.9K | 0.09% | +18,000 | New |
| Dudley Capital Management, LLC | 18,133 | $177.2K | 0.09% | 00.0% | Unchanged |
| Millennium Management LLC | 18,475 | $180.5K | 0.00% | −44,935−70.9% | Reduced |
| Stonegate Investment Group, LLC | 18,552 | $181.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 18,565 | $181.4K | 0.00% | +18,565 | New |
| First Foundation Advisors | 18,611 | $181.8K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 19,837 | $193.8K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 19,678 | $193.9K | 0.00% | −215,324−91.6% | Reduced |
| MML Investors Services, LLC | 19,861 | $194.0K | 0.00% | −15,404−43.7% | Reduced |
| 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 |
| HRT Financial LP | 20,085 | $196.0K | 0.00% | +20,085 | New |
| CI Private Wealth, LLC | 20,652 | $201.8K | 0.00% | −583−2.7% | Reduced |
| Riverbridge Partners LLC | 20,988 | $205.1K | 0.00% | +753+3.7% | Added |
| PFG Investments, LLC | 21,234 | $207.5K | 0.01% | −2,962−12.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,492 | $210.0K | 0.00% | +18,885+724.4% | Added |
| Sowell Financial Services LLC | 21,839 | $213.4K | 0.01% | −19,930−47.7% | Reduced |
| Conning Inc. | 22,455 | $219.4K | 0.01% | −9,624−30.0% | Reduced |
| Virtu Financial LLC | 22,718 | $222.0K | 0.01% | +22,718 | New |
| Moors & Cabot, Inc. | 22,795 | $222.7K | 0.01% | −110.0% | Reduced |
| Pointe Capital Management LLC | 22,954 | $224.3K | 0.13% | +95+0.4% | Added |
| Fountainhead AM, LLC | 23,452 | $229.1K | 0.04% | +23,452 | New |
| Concurrent Investment Advisors, LLC | 23,927 | $233.8K | 0.01% | −572−2.3% | Reduced |
| Marex Group plc | 24,315 | $237.6K | 0.00% | +24,315 | New |
| StoneX Group Inc. | 24,492 | $239.3K | 0.01% | +24,492 | New |
| Elequin Capital LP | 24,682 | $241.1K | 0.03% | +24,682 | New |
| Landscape Capital Management, L.L.C. | 24,912 | $243.4K | 0.03% | −41,635−62.6% | Reduced |