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, Q1 2025
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Mar 31, 2025. 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
- 151
- −13 vs. Q4 2024
- Shares held
- 37.3M
- +588.8K (+1.6%) vs. Q4 2024
- Total value
- $371.9M
- +$13.2M (+3.7%) vs. Q4 2024
- New holders
- 8
- 56 more added
- Sold out
- 21
- 44 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,770,117 | $97.5M | 0.01% | −203,998−2.0% | Reduced |
| Sit Investment Associates Inc | 5,165,483 | $51.6M | 1.21% | +18,141+0.4% | Added |
| Ameriprise Financial Inc | 3,609,310 | $36.0M | 0.01% | +313,532+9.5% | Added |
| Guggenheim Capital LLC | 1,427,138 | $14.2M | 0.13% | +114,347+8.7% | Added |
| Invesco Ltd. | 1,385,134 | $13.8M | 0.00% | +42,973+3.2% | Added |
| LPL Financial LLC | 1,315,745 | $13.1M | 0.01% | +145,159+12.4% | Added |
| Chicago Partners Investment Group LLC | 984,289 | $9.76M | 0.32% | +62,872+6.8% | Added |
| Capital Investment Advisors, LLC | 924,034 | $9.22M | 0.18% | +24,424+2.7% | Added |
| Royal Bank of Canada | 915,612 | $9.14M | 0.00% | +33,839+3.8% | Added |
| UBS Group AG | 698,422 | $6.97M | 0.00% | +39,443+6.0% | Added |
| Raymond James Financial Inc | 613,759 | $6.13M | 0.00% | −5,644−0.9% | Reduced |
| Cetera Investment Advisers | 597,625 | $5.96M | 0.01% | +21,481+3.7% | Added |
| Cyndeo Wealth Partners, LLC | 570,944 | $5.70M | 0.37% | −102,350−15.2% | Reduced |
| Kennedy Investment Group | 570,657 | $5.70M | 2.64% | −39,203−6.4% | Reduced |
| Penserra Capital Management LLC | 514,494 | $5.13M | 0.09% | +12,604+2.5% | Added |
| Cura Wealth Advisors, LLC | 456,009 | $4.55M | 1.84% | −163,448−26.4% | Reduced |
| Commonwealth Equity Services, LLC | 419,826 | $4.19M | 0.01% | −18,508−4.2% | Reduced |
| Stifel Financial Corp | 413,533 | $4.13M | 0.00% | +50,162+13.8% | Added |
| Oak Hill Advisors LP | 403,604 | $4.03M | 0.85% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 375,463 | $3.75M | 0.01% | 00.0% | Unchanged |
| Kanen Wealth Management LLC | 367,219 | $3.66M | 1.48% | +137,994+60.2% | Added |
| Advisor Group Holdings, Inc. | 312,821 | $3.12M | 0.01% | +27,053+9.5% | Added |
| Bank of America Corp | 276,794 | $2.76M | 0.00% | −10,187−3.5% | Reduced |
| Creative Planning | 275,976 | $2.75M | 0.00% | −2,010−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 257,896 | $2.57M | 0.00% | −138,279−34.9% | Reduced |
| Thrivent Financial for Lutherans | 219,156 | $2.19M | 0.00% | 00.0% | Unchanged |
| Fiera Capital Corp | 214,817 | $2.14M | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 195,810 | $1.95M | 0.76% | +10,398+5.6% | Added |
| Wells Fargo & Company | 180,739 | $1.80M | 0.00% | +3,665+2.1% | Added |
| Ethos Financial Group, LLC | 170,903 | $1.71M | 0.16% | +170,903 | New |
| CoreCap Advisors, LLC | 163,465 | $1.63M | 0.07% | −18,380−10.1% | Reduced |
| Baird Financial Group, Inc. | 148,864 | $1.49M | 0.00% | +1,366+0.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 146,719 | $1.46M | 0.39% | +24,268+19.8% | Added |
| Aviance Capital Partners, LLC | 134,664 | $1.34M | 0.19% | +1,721+1.3% | Added |
| Kestra Advisory Services, LLC | 131,178 | $1.31M | 0.01% | −6,505−4.7% | Reduced |
| Clear Creek Financial Management, LLC | 128,589 | $1.28M | 0.13% | +3,567+2.9% | Added |
| Camelot Portfolios, LLC | 108,291 | $1.08M | 0.67% | +23,558+27.8% | Added |
| GWM Advisors LLC | 107,240 | $1.07M | 0.01% | +724+0.7% | Added |
| Benjamin Edwards Inc | 107,011 | $1.07M | 0.01% | −11,356−9.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 102,945 | $1.03M | 0.00% | −3,214−3.0% | Reduced |
| NWF Advisory Services Inc. | 102,750 | $1.03M | 0.14% | +102,750 | New |
| Melfa Wealth Management, LLC | 100,128 | $999.3K | 0.67% | −490.0% | Reduced |
| Summit Financial, LLC | 94,116 | $939.3K | 0.03% | +11,967+14.6% | Added |
| Wedbush Securities Inc | 79,315 | $792.0K | 0.03% | +587+0.7% | Added |
| Flagship Harbor Advisors, LLC | 71,061 | $709.2K | 0.04% | −2,407−3.3% | Reduced |
| Merit Financial Group, LLC | 59,611 | $594.9K | 0.01% | +519+0.9% | Added |
| Independent Financial Group, LLC | 59,566 | $594.5K | 0.02% | +250+0.4% | Added |
| Selway Asset Management | 59,404 | $592.9K | 0.24% | −1,475−2.4% | Reduced |
| Readystate Asset Management LP | 56,593 | $564.8K | 0.03% | +43,309+326.0% | Added |
| Pin Oak Investment Advisors Inc | 56,433 | $560.0K | 0.43% | −9,229−14.1% | Reduced |
| Janney Montgomery Scott LLC | 48,926 | $488.0K | 0.00% | −331−0.7% | Reduced |
| Future Financial Wealth Managment LLC | 47,837 | $477.4K | 0.35% | +912+1.9% | Added |
| Wela Strategies, Inc. | 46,643 | $465.5K | 0.20% | +46,643 | New |
| Comerica Bank | 46,475 | $463.8K | 0.00% | −1,345−2.8% | Reduced |
| Atria Wealth Solutions, Inc. | 44,035 | $439.5K | 0.01% | −14,316−24.5% | Reduced |
| Advisory Services Network, LLC | 41,574 | $414.9K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 40,684 | $406.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 40,490 | $404.1K | 0.00% | +9,836+32.1% | Added |
| Rock Point Advisors, LLC | 39,499 | $394.2K | 0.12% | −1,250−3.1% | Reduced |
| Apriem Advisors | 37,885 | $378.1K | 0.04% | +5,826+18.2% | Added |
| Susquehanna International Group, LLP | 37,166 | $370.9K | 0.00% | −15,666−29.7% | Reduced |
| Fountainhead AM, LLC | 36,672 | $366.0K | 0.06% | +13,220+56.4% | Added |
| Jane Street Group, LLC | 35,811 | $357.4K | 0.00% | +17,246+92.9% | Added |
| AlphaCore Capital LLC | 34,721 | $346.5K | 0.03% | +1,213+3.6% | Added |
| Fortitude Advisory Group L.L.C. | 34,824 | $333.6K | 0.24% | +1,054+3.1% | Added |
| Mendel Capital Management LLC | 33,150 | $330.8K | 0.20% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 32,512 | $324.5K | 0.16% | +5,333+19.6% | Added |
| Mallini Complete Financial Planning LLC | 28,693 | $286.4K | 0.27% | +1,232+4.5% | Added |
| National Asset Management, Inc. | 26,813 | $267.6K | 0.01% | −9,933−27.0% | Reduced |
| Rockefeller Capital Management L.P. | 26,706 | $266.5K | 0.00% | −6,482−19.5% | Reduced |
| Concurrent Investment Advisors, LLC | 24,615 | $245.7K | 0.01% | +688+2.9% | Added |
| StoneX Group Inc. | 24,515 | $244.7K | 0.01% | +23+0.1% | Added |
| Riverbridge Partners LLC | 23,913 | $238.7K | 0.00% | +2,925+13.9% | Added |
| Pointe Capital Management LLC | 23,045 | $230.0K | 0.13% | +91+0.4% | Added |
| Conning Inc. | 22,455 | $224.1K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 22,313 | $222.7K | 0.01% | −482−2.1% | Reduced |
| Sowell Financial Services LLC | 21,851 | $218.1K | 0.01% | +12+0.1% | Added |
| CI Private Wealth, LLC | 21,501 | $214.6K | 0.00% | +849+4.1% | Added |
| PFG Investments, LLC | 21,498 | $214.6K | 0.01% | +264+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 21,492 | $214.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 20,000 | $199.6K | 0.06% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 20,000 | $199.6K | 0.00% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 20,000 | $199.6K | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 19,949 | $199.0K | 0.00% | +88+0.4% | Added |
| Lido Advisors, LLC | 19,837 | $198.0K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 19,770 | $197.3K | 0.00% | −26,000−56.8% | Reduced |
| First Foundation Advisors | 18,611 | $185.7K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 18,600 | $185.6K | 0.00% | −8,200−30.6% | Reduced |
| Stonegate Investment Group, LLC | 18,552 | $185.1K | 0.00% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 18,133 | $181.0K | 0.10% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17,300 | $172.0K | 0.01% | +17,283+101,664.7% | Added |
| ProVise Management Group, LLC | 16,733 | $167.0K | 0.01% | −355−2.1% | Reduced |
| HighTower Advisors, LLC | 16,644 | $166.1K | 0.00% | −714−4.1% | Reduced |
| Pathstone Holdings, LLC | 16,457 | $164.2K | 0.00% | −3,221−16.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 15,668 | $156.4K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 15,600 | $155.7K | 0.06% | −150−1.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 15,162 | $151.3K | 0.02% | +236+1.6% | Added |
| HRT Financial LP | 14,966 | $149.0K | 0.00% | −5,119−25.5% | Reduced |
| Cresset Asset Management, LLC | 14,400 | $143.7K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 13,435 | $134.1K | 0.04% | −2,619−16.3% | Reduced |