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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 48,926 | $488.0K | 0.00% | −331−0.7% | Reduced |
| Pin Oak Investment Advisors Inc | 56,433 | $560.0K | 0.43% | −9,229−14.1% | Reduced |
| Readystate Asset Management LP | 56,593 | $564.8K | 0.03% | +43,309+326.0% | Added |
| Selway Asset Management | 59,404 | $592.9K | 0.24% | −1,475−2.4% | Reduced |
| Independent Financial Group, LLC | 59,566 | $594.5K | 0.02% | +250+0.4% | Added |
| Merit Financial Group, LLC | 59,611 | $594.9K | 0.01% | +519+0.9% | Added |
| Flagship Harbor Advisors, LLC | 71,061 | $709.2K | 0.04% | −2,407−3.3% | Reduced |
| Wedbush Securities Inc | 79,315 | $792.0K | 0.03% | +587+0.7% | Added |
| Summit Financial, LLC | 94,116 | $939.3K | 0.03% | +11,967+14.6% | Added |
| Melfa Wealth Management, LLC | 100,128 | $999.3K | 0.67% | −490.0% | Reduced |
| NWF Advisory Services Inc. | 102,750 | $1.03M | 0.14% | +102,750 | New |
| Cambridge Investment Research Advisors, Inc. | 102,945 | $1.03M | 0.00% | −3,214−3.0% | Reduced |
| Benjamin Edwards Inc | 107,011 | $1.07M | 0.01% | −11,356−9.6% | Reduced |
| GWM Advisors LLC | 107,240 | $1.07M | 0.01% | +724+0.7% | Added |
| Camelot Portfolios, LLC | 108,291 | $1.08M | 0.67% | +23,558+27.8% | Added |
| Clear Creek Financial Management, LLC | 128,589 | $1.28M | 0.13% | +3,567+2.9% | Added |
| Kestra Advisory Services, LLC | 131,178 | $1.31M | 0.01% | −6,505−4.7% | Reduced |
| Aviance Capital Partners, LLC | 134,664 | $1.34M | 0.19% | +1,721+1.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 146,719 | $1.46M | 0.39% | +24,268+19.8% | Added |
| Baird Financial Group, Inc. | 148,864 | $1.49M | 0.00% | +1,366+0.9% | Added |
| CoreCap Advisors, LLC | 163,465 | $1.63M | 0.07% | −18,380−10.1% | Reduced |
| Ethos Financial Group, LLC | 170,903 | $1.71M | 0.16% | +170,903 | New |
| Wells Fargo & Company | 180,739 | $1.80M | 0.00% | +3,665+2.1% | Added |
| Shaker Financial Services, LLC | 195,810 | $1.95M | 0.76% | +10,398+5.6% | Added |
| Fiera Capital Corp | 214,817 | $2.14M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 219,156 | $2.19M | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 257,896 | $2.57M | 0.00% | −138,279−34.9% | Reduced |
| Creative Planning | 275,976 | $2.75M | 0.00% | −2,010−0.7% | Reduced |
| Bank of America Corp | 276,794 | $2.76M | 0.00% | −10,187−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 312,821 | $3.12M | 0.01% | +27,053+9.5% | Added |
| Kanen Wealth Management LLC | 367,219 | $3.66M | 1.48% | +137,994+60.2% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.75M | 0.01% | 00.0% | Unchanged |
| Oak Hill Advisors LP | 403,604 | $4.03M | 0.85% | 00.0% | Unchanged |
| Stifel Financial Corp | 413,533 | $4.13M | 0.00% | +50,162+13.8% | Added |
| Commonwealth Equity Services, LLC | 419,826 | $4.19M | 0.01% | −18,508−4.2% | Reduced |
| Cura Wealth Advisors, LLC | 456,009 | $4.55M | 1.84% | −163,448−26.4% | Reduced |
| Penserra Capital Management LLC | 514,494 | $5.13M | 0.09% | +12,604+2.5% | Added |
| Kennedy Investment Group | 570,657 | $5.70M | 2.64% | −39,203−6.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 570,944 | $5.70M | 0.37% | −102,350−15.2% | Reduced |
| Cetera Investment Advisers | 597,625 | $5.96M | 0.01% | +21,481+3.7% | Added |
| Raymond James Financial Inc | 613,759 | $6.13M | 0.00% | −5,644−0.9% | Reduced |
| UBS Group AG | 698,422 | $6.97M | 0.00% | +39,443+6.0% | Added |
| Royal Bank of Canada | 915,612 | $9.14M | 0.00% | +33,839+3.8% | Added |
| Capital Investment Advisors, LLC | 924,034 | $9.22M | 0.18% | +24,424+2.7% | Added |
| Chicago Partners Investment Group LLC | 984,289 | $9.76M | 0.32% | +62,872+6.8% | Added |
| LPL Financial LLC | 1,315,745 | $13.1M | 0.01% | +145,159+12.4% | Added |
| Invesco Ltd. | 1,385,134 | $13.8M | 0.00% | +42,973+3.2% | Added |
| Guggenheim Capital LLC | 1,427,138 | $14.2M | 0.13% | +114,347+8.7% | Added |
| Ameriprise Financial Inc | 3,609,310 | $36.0M | 0.01% | +313,532+9.5% | Added |
| Sit Investment Associates Inc | 5,165,483 | $51.6M | 1.21% | +18,141+0.4% | Added |
| Morgan Stanley | 9,770,117 | $97.5M | 0.01% | −203,998−2.0% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −24,912−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −24,315−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,718−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,475−100.0% | Sold out |
| Fogel Capital Management, Inc. | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −17,243−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −11,111−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,055−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,001−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −6,475−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −356−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |