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 Kinetics Asset Management LLC | 15,668 | $153.1K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 14,926 | $145.8K | 0.02% | +252+1.7% | Added |
| WealthTrust Axiom LLC | 14,800 | $144.6K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $140.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,857 | $135.4K | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 13,284 | $129.8K | 0.01% | +13,284 | New |
| Clay Northam Wealth Management, LLC | 13,014 | $127.1K | 0.08% | +13,014 | New |
| Hollencrest Capital Management | 12,760 | $124.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 12,460 | $121.7K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,289 | $120.1K | 0.00% | +12,289 | New |
| Armis Advisers, LLC | 12,146 | $118.7K | 0.01% | +12,146 | New |
| Oppenheimer & Co Inc | 11,833 | $115.6K | 0.00% | +1,147+10.7% | Added |
| Clearstead Advisors, LLC | 11,111 | $108.6K | 0.00% | +11,111 | New |
| Colony Group, LLC | 11,098 | $108.4K | 0.00% | +11,098 | New |
| Citadel Advisors LLC | 11,055 | $108.0K | 0.00% | +11,055 | New |
| Eastern Bank | 11,000 | $107.5K | 0.00% | +1,000+10.0% | Added |
| Stephens Inc | 10,392 | $101.5K | 0.00% | −12,337−54.3% | Reduced |
| Ellis Investment Partners, LLC | 10,331 | $100.9K | 0.02% | +10,331 | New |
| Apollon Wealth Management, LLC | 10,250 | $100.1K | 0.00% | +10,250 | New |
| Gilbert & Cook, Inc. | 10,017 | $97.9K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 10,001 | $97.7K | 0.00% | +10,001 | New |
| Proequities, Inc. | 8,700 | $88.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 8,952 | $87.5K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 7,778 | $76.0K | 0.00% | +7,778 | New |
| MAI Capital Management | 7,000 | $68.4K | 0.00% | +7,000 | New |
| Oarsman Capital, Inc. | 6,475 | $63.3K | 0.01% | −3,353−34.1% | Reduced |
| Sound Income Strategies, LLC | 6,401 | $62.5K | 0.00% | +549+9.4% | Added |
| Byrne Asset Management LLC | 4,750 | $46.4K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,105 | $40.1K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3,693 | $36.1K | 0.01% | −2,000−35.1% | Reduced |
| IFP Advisors, Inc | 3,404 | $33.3K | 0.00% | −567−14.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $33.2K | 0.02% | +3,400 | New |
| Allworth Financial LP | 2,959 | $30.0K | 0.00% | +12+0.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $29.3K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,195 | $21.4K | 0.02% | −150−6.4% | Reduced |
| West Branch Capital LLC | 2,082 | $20.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,000 | $20.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,886 | $18.4K | 0.00% | +43+2.3% | Added |
| Fifth Third Bancorp | 1,663 | $16.2K | 0.00% | +1,663 | New |
| Crewe Advisors LLC | 1,597 | $15.6K | 0.00% | +37+2.4% | 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 |
| Northwestern Mutual Wealth Management Co | 1,459 | $14.3K | 0.00% | +33+2.3% | Added |
| Fortitude Family Office, LLC | 1,390 | $13.6K | 0.00% | −1,750−55.7% | Reduced |
| Parallel Advisors, LLC | 998 | $9.75K | 0.00% | +998 | New |
| Kentucky Trust Co | 998 | $9.75K | 0.01% | +998 | New |
| Geneos Wealth Management Inc. | 645 | $6.30K | 0.00% | +645 | New |
| Gen-Wealth Partners Inc | 500 | $4.88K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 477 | $4.66K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 400 | $3.91K | 0.00% | +400 | New |
| JPMorgan Chase & Co | 379 | $3.70K | 0.00% | +379 | New |
| Coppell Advisory Solutions LLC | 319 | $3.13K | 0.00% | +319 | New |
| Hazlett, Burt & Watson, Inc. | 356 | $3.00K | 0.00% | +356 | New |
| Farther Finance Advisors, LLC | 266 | $2.60K | 0.00% | −3,007−91.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 255 | $2.49K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $2.44K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 193 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $1.21K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 111 | $1.08K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 75 | $733 | 0.00% | +75 | New |
| WPG Advisers, LLC | 21 | $205 | 0.00% | +21 | New |
| NBC Securities, Inc. | 17 | $169 | 0.02% | −17,283−99.9% | Reduced |
| Tower Research Capital LLC (TRC) | 11 | $107 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $73 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $20 | 0.00% | +2 | New |
| Horizon Bancorp Inc | 42 | $0 | 0.00% | −71−62.8% | 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 |