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 |
|---|---|---|---|---|---|
| Horizon Bancorp Inc | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7 | $70 | 0.00% | −4−36.4% | Reduced |
| Capital A Wealth Management, LLC | 66 | $659 | 0.00% | −9−12.0% | Reduced |
| Asset Dedication, LLC | 124 | $1.24K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 193 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.54K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 266 | $2.67K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 378 | $3.77K | 0.00% | −1−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 477 | $4.76K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 500 | $4.99K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 583 | $5.82K | 0.00% | +583 | New |
| Geneos Wealth Management Inc. | 645 | $6.44K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 998 | $9.96K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,492 | $14.9K | 0.00% | +33+2.3% | Added |
| EverSource Wealth Advisors, LLC | 1,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,636 | $16.3K | 0.00% | +39+2.4% | Added |
| CIBC Private Wealth Group, LLC | 2,000 | $18.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,928 | $19.2K | 0.00% | +42+2.2% | Added |
| West Branch Capital LLC | 2,082 | $20.8K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,195 | $21.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,942 | $28.7K | 0.00% | −17−0.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $33.9K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,105 | $41.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,750 | $47.4K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,814 | $58.0K | 0.00% | +2,410+70.8% | Added |
| Sound Income Strategies, LLC | 6,542 | $65.3K | 0.00% | +141+2.2% | Added |
| MAI Capital Management | 7,000 | $69.9K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7,093 | $70.8K | 0.03% | +3,400+92.1% | Added |
| Spire Wealth Management | 7,838 | $78.2K | 0.00% | +60+0.8% | Added |
| Elequin Capital LP | 8,586 | $85.7K | 0.02% | −16,096−65.2% | Reduced |
| Barrett & Company, Inc. | 8,952 | $89.3K | 0.04% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 10,017 | $100.0K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,250 | $102.3K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 10,267 | $102.5K | 0.00% | −125−1.2% | Reduced |
| Integrity Alliance, LLC. | 10,326 | $103.1K | 0.00% | +10,326 | New |
| Ellis Investment Partners, LLC | 10,558 | $105.4K | 0.02% | +227+2.2% | Added |
| Oppenheimer & Co Inc | 10,969 | $109.5K | 0.00% | −864−7.3% | Reduced |
| Eastern Bank | 11,000 | $109.8K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 11,342 | $113.2K | 0.00% | +244+2.2% | Added |
| Kestra Private Wealth Services, LLC | 11,912 | $118.9K | 0.00% | +11,912 | New |
| Equitable Holdings, Inc. | 12,100 | $120.8K | 0.00% | +12,100 | New |
| Sigma Planning Corp | 12,211 | $121.9K | 0.00% | −78−0.6% | Reduced |
| Cahill Financial Advisors Inc | 12,389 | $123.6K | 0.02% | −4,076−24.8% | Reduced |
| Cornerstone Wealth Group, LLC | 12,460 | $124.4K | 0.01% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 12,488 | $124.6K | 0.28% | +12,488 | New |
| Harbour Investments, Inc. | 12,688 | $126.6K | 0.00% | −1,169−8.4% | Reduced |
| Hollencrest Capital Management | 12,760 | $127.3K | 0.01% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 13,014 | $129.9K | 0.09% | 00.0% | Unchanged |
| Armis Advisers, LLC | 13,146 | $131.2K | 0.01% | +1,000+8.2% | Added |
| WealthTrust Axiom LLC | 13,300 | $132.7K | 0.04% | −1,500−10.1% | Reduced |
| Garden State Investment Advisory Services LLC | 13,435 | $134.1K | 0.04% | −2,619−16.3% | Reduced |
| Cresset Asset Management, LLC | 14,400 | $143.7K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 14,966 | $149.0K | 0.00% | −5,119−25.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 15,162 | $151.3K | 0.02% | +236+1.6% | Added |
| Sandy Cove Advisors, LLC | 15,600 | $155.7K | 0.06% | −150−1.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 15,668 | $156.4K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 16,457 | $164.2K | 0.00% | −3,221−16.4% | Reduced |
| HighTower Advisors, LLC | 16,644 | $166.1K | 0.00% | −714−4.1% | Reduced |
| ProVise Management Group, LLC | 16,733 | $167.0K | 0.01% | −355−2.1% | Reduced |
| NBC Securities, Inc. | 17,300 | $172.0K | 0.01% | +17,283+101,664.7% | Added |
| Dudley Capital Management, LLC | 18,133 | $181.0K | 0.10% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $185.1K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 18,600 | $185.6K | 0.00% | −8,200−30.6% | Reduced |
| First Foundation Advisors | 18,611 | $185.7K | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 19,770 | $197.3K | 0.00% | −26,000−56.8% | Reduced |
| Lido Advisors, LLC | 19,837 | $198.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 19,949 | $199.0K | 0.00% | +88+0.4% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 21,492 | $214.5K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 21,498 | $214.6K | 0.01% | +264+1.2% | Added |
| CI Private Wealth, LLC | 21,501 | $214.6K | 0.00% | +849+4.1% | Added |
| Sowell Financial Services LLC | 21,851 | $218.1K | 0.01% | +12+0.1% | Added |
| Moors & Cabot, Inc. | 22,313 | $222.7K | 0.01% | −482−2.1% | Reduced |
| Conning Inc. | 22,455 | $224.1K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 23,045 | $230.0K | 0.13% | +91+0.4% | Added |
| Riverbridge Partners LLC | 23,913 | $238.7K | 0.00% | +2,925+13.9% | Added |
| StoneX Group Inc. | 24,515 | $244.7K | 0.01% | +23+0.1% | Added |
| Concurrent Investment Advisors, LLC | 24,615 | $245.7K | 0.01% | +688+2.9% | Added |
| Rockefeller Capital Management L.P. | 26,706 | $266.5K | 0.00% | −6,482−19.5% | Reduced |
| National Asset Management, Inc. | 26,813 | $267.6K | 0.01% | −9,933−27.0% | Reduced |
| Mallini Complete Financial Planning LLC | 28,693 | $286.4K | 0.27% | +1,232+4.5% | Added |
| Quad-Cities Investment Group, LLC | 32,512 | $324.5K | 0.16% | +5,333+19.6% | Added |
| Mendel Capital Management LLC | 33,150 | $330.8K | 0.20% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 34,824 | $333.6K | 0.24% | +1,054+3.1% | Added |
| AlphaCore Capital LLC | 34,721 | $346.5K | 0.03% | +1,213+3.6% | Added |
| Jane Street Group, LLC | 35,811 | $357.4K | 0.00% | +17,246+92.9% | Added |
| Fountainhead AM, LLC | 36,672 | $366.0K | 0.06% | +13,220+56.4% | Added |
| Susquehanna International Group, LLP | 37,166 | $370.9K | 0.00% | −15,666−29.7% | Reduced |
| Apriem Advisors | 37,885 | $378.1K | 0.04% | +5,826+18.2% | Added |
| Rock Point Advisors, LLC | 39,499 | $394.2K | 0.12% | −1,250−3.1% | Reduced |
| Envestnet Asset Management Inc | 40,490 | $404.1K | 0.00% | +9,836+32.1% | Added |
| Private Advisor Group, LLC | 40,684 | $406.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 41,574 | $414.9K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 44,035 | $439.5K | 0.01% | −14,316−24.5% | Reduced |
| Comerica Bank | 46,475 | $463.8K | 0.00% | −1,345−2.8% | Reduced |
| Wela Strategies, Inc. | 46,643 | $465.5K | 0.20% | +46,643 | New |
| Future Financial Wealth Managment LLC | 47,837 | $477.4K | 0.35% | +912+1.9% | Added |