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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 26,800 | $261.8K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 27,179 | $265.5K | 0.13% | −1,719−5.9% | Reduced |
| Mallini Complete Financial Planning LLC | 27,461 | $268.3K | 0.25% | +27,461 | New |
| Envestnet Asset Management Inc | 30,654 | $299.5K | 0.00% | +174+0.6% | Added |
| Apriem Advisors | 32,059 | $313.2K | 0.04% | −272−0.8% | Reduced |
| Mendel Capital Management LLC | 33,150 | $323.9K | 0.20% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 33,188 | $324.2K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 33,508 | $327.4K | 0.07% | +1,608+5.0% | Added |
| Fortitude Advisory Group L.L.C. | 33,770 | $329.9K | 0.20% | +387+1.2% | Added |
| National Asset Management, Inc. | 36,746 | $359.0K | 0.01% | −6,141−14.3% | Reduced |
| Private Advisor Group, LLC | 40,684 | $397.5K | 0.00% | +3,747+10.1% | Added |
| Rock Point Advisors, LLC | 40,749 | $398.1K | 0.12% | −1,350−3.2% | Reduced |
| Advisory Services Network, LLC | 41,574 | $406.2K | 0.01% | +102+0.2% | Added |
| Congress Wealth Management LLC | 45,770 | $447.2K | 0.01% | +26,000+131.5% | Added |
| Future Financial Wealth Managment LLC | 46,925 | $458.5K | 0.34% | +660+1.4% | Added |
| Comerica Bank | 47,820 | $467.2K | 0.00% | +4,193+9.6% | Added |
| Janney Montgomery Scott LLC | 49,257 | $481.0K | 0.00% | +23,406+90.5% | Added |
| Susquehanna International Group, LLP | 52,832 | $516.2K | 0.00% | +52,832 | New |
| Atria Wealth Solutions, Inc. | 58,351 | $570.1K | 0.01% | +72+0.1% | Added |
| Merit Financial Group, LLC | 59,092 | $577.3K | 0.01% | +10,910+22.6% | Added |
| Independent Financial Group, LLC | 59,316 | $579.5K | 0.02% | −80−0.1% | Reduced |
| Selway Asset Management | 60,879 | $594.8K | 0.23% | +2,425+4.1% | Added |
| Pin Oak Investment Advisors Inc | 65,662 | $690.0K | 0.63% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 73,468 | $717.8K | 0.04% | +5,500+8.1% | Added |
| Wedbush Securities Inc | 78,728 | $769.0K | 0.03% | −9,884−11.2% | Reduced |
| Summit Financial, LLC | 82,149 | $802.6K | 0.03% | +8,680+11.8% | Added |
| Camelot Portfolios, LLC | 84,733 | $827.8K | 0.89% | −6,729−7.4% | Reduced |
| Melfa Wealth Management, LLC | 100,177 | $978.7K | 0.65% | +4,845+5.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 106,159 | $1.04M | 0.00% | −8,739−7.6% | Reduced |
| GWM Advisors LLC | 106,516 | $1.04M | 0.01% | +651+0.6% | Added |
| Benjamin Edwards Inc | 118,367 | $1.16M | 0.02% | −21,986−15.7% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 122,451 | $1.20M | 0.35% | +15,444+14.4% | Added |
| Clear Creek Financial Management, LLC | 125,022 | $1.22M | 0.13% | +6,674+5.6% | Added |
| Aviance Capital Partners, LLC | 132,943 | $1.30M | 0.18% | −978−0.7% | Reduced |
| Kestra Advisory Services, LLC | 137,683 | $1.35M | 0.01% | +93,169+209.3% | Added |
| Baird Financial Group, Inc. | 147,498 | $1.44M | 0.00% | +7,781+5.6% | Added |
| Wells Fargo & Company | 177,074 | $1.73M | 0.00% | +128,323+263.2% | Added |
| CoreCap Advisors, LLC | 181,845 | $1.78M | 0.08% | +91,480+101.2% | Added |
| Shaker Financial Services, LLC | 185,412 | $1.81M | 0.69% | +95,160+105.4% | Added |
| Fiera Capital Corp | 214,817 | $2.10M | 0.01% | −2,584−1.2% | Reduced |
| Thrivent Financial for Lutherans | 219,156 | $2.14M | 0.00% | −26,000−10.6% | Reduced |
| Kanen Wealth Management LLC | 229,225 | $2.24M | 0.83% | +229,225 | New |
| Creative Planning | 277,986 | $2.72M | 0.00% | +255,211+1,120.6% | Added |
| Advisor Group Holdings, Inc. | 285,768 | $2.79M | 0.01% | +24,173+9.2% | Added |
| Bank of America Corp | 286,981 | $2.80M | 0.00% | +10,961+4.0% | Added |
| Stifel Financial Corp | 363,371 | $3.55M | 0.00% | +11,877+3.4% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.67M | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 396,175 | $3.87M | 0.01% | −152,186−27.8% | Reduced |
| Oak Hill Advisors LP | 403,604 | $3.94M | 0.73% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 438,334 | $4.28M | 0.01% | +20,529+4.9% | Added |
| Penserra Capital Management LLC | 501,890 | $4.90M | 0.09% | +33,813+7.2% | Added |
| Cetera Investment Advisers | 576,144 | $5.63M | 0.01% | −76,991−11.8% | Reduced |
| Kennedy Investment Group | 609,860 | $5.96M | 2.70% | −11,911−1.9% | Reduced |
| Raymond James Financial Inc | 619,403 | $6.05M | 0.00% | +619,403 | New |
| Cura Wealth Advisors, LLC | 619,457 | $6.05M | 2.68% | +619,457 | New |
| UBS Group AG | 658,979 | $6.44M | 0.00% | −35,066−5.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 673,294 | $6.58M | 0.44% | −102,794−13.2% | Reduced |
| Royal Bank of Canada | 881,773 | $8.62M | 0.00% | +15,425+1.8% | Added |
| Capital Investment Advisors, LLC | 899,610 | $8.79M | 0.18% | +68,990+8.3% | Added |
| Chicago Partners Investment Group LLC | 921,417 | $9.28M | 0.31% | +17,303+1.9% | Added |
| LPL Financial LLC | 1,170,586 | $11.4M | 0.00% | +332,582+39.7% | Added |
| Guggenheim Capital LLC | 1,312,791 | $12.8M | 0.11% | +190,828+17.0% | Added |
| Invesco Ltd. | 1,342,161 | $13.1M | 0.00% | −205,147−13.3% | Reduced |
| Ameriprise Financial Inc | 3,295,778 | $32.2M | 0.01% | +262,383+8.6% | Added |
| Sit Investment Associates Inc | 5,147,342 | $50.3M | 1.14% | +62,064+1.2% | Added |
| Morgan Stanley | 9,974,115 | $97.4M | 0.01% | −42,499−0.4% | Reduced |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −116,950−100.0% | Sold out |
| Rareview Capital LLC | 0 | $0 | 0.00% | −73,810−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −52,036−100.0% | Sold out |
| Wela Strategies, Inc. | 0 | $0 | 0.00% | −45,107−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −16,320−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −16,061−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −10,901−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,492−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −16,711−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Edmonds Duncan Registered Investment Advisors, LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |