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 |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 13,300 | $132.7K | 0.04% | −1,500−10.1% | Reduced |
| Armis Advisers, LLC | 13,146 | $131.2K | 0.01% | +1,000+8.2% | Added |
| Clay Northam Wealth Management, LLC | 13,014 | $129.9K | 0.09% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12,760 | $127.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12,688 | $126.6K | 0.00% | −1,169−8.4% | Reduced |
| Ground Swell Capital, LLC | 12,488 | $124.6K | 0.28% | +12,488 | New |
| Cornerstone Wealth Group, LLC | 12,460 | $124.4K | 0.01% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 12,389 | $123.6K | 0.02% | −4,076−24.8% | Reduced |
| Sigma Planning Corp | 12,211 | $121.9K | 0.00% | −78−0.6% | Reduced |
| Equitable Holdings, Inc. | 12,100 | $120.8K | 0.00% | +12,100 | New |
| Kestra Private Wealth Services, LLC | 11,912 | $118.9K | 0.00% | +11,912 | New |
| Colony Group, LLC | 11,342 | $113.2K | 0.00% | +244+2.2% | Added |
| Eastern Bank | 11,000 | $109.8K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,969 | $109.5K | 0.00% | −864−7.3% | Reduced |
| Ellis Investment Partners, LLC | 10,558 | $105.4K | 0.02% | +227+2.2% | Added |
| Integrity Alliance, LLC. | 10,326 | $103.1K | 0.00% | +10,326 | New |
| Stephens Inc | 10,267 | $102.5K | 0.00% | −125−1.2% | Reduced |
| Apollon Wealth Management, LLC | 10,250 | $102.3K | 0.00% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 10,017 | $100.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 8,952 | $89.3K | 0.04% | 00.0% | Unchanged |
| Elequin Capital LP | 8,586 | $85.7K | 0.02% | −16,096−65.2% | Reduced |
| Spire Wealth Management | 7,838 | $78.2K | 0.00% | +60+0.8% | Added |
| Cape Investment Advisory, Inc. | 7,093 | $70.8K | 0.03% | +3,400+92.1% | Added |
| MAI Capital Management | 7,000 | $69.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,542 | $65.3K | 0.00% | +141+2.2% | Added |
| IFP Advisors, Inc | 5,814 | $58.0K | 0.00% | +2,410+70.8% | Added |
| Byrne Asset Management LLC | 4,750 | $47.4K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,105 | $41.0K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $33.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,942 | $28.7K | 0.00% | −17−0.6% | Reduced |
| Slocum, Gordon & Co LLP | 2,195 | $21.9K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,082 | $20.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,928 | $19.2K | 0.00% | +42+2.2% | Added |
| CIBC Private Wealth Group, LLC | 2,000 | $18.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,636 | $16.3K | 0.00% | +39+2.4% | 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 |
| Northwestern Mutual Wealth Management Co | 1,492 | $14.9K | 0.00% | +33+2.3% | Added |
| Kentucky Trust Co | 998 | $9.96K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 645 | $6.44K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 583 | $5.82K | 0.00% | +583 | New |
| Gen-Wealth Partners Inc | 500 | $4.99K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 477 | $4.76K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 378 | $3.77K | 0.00% | −1−0.3% | Reduced |
| Farther Finance Advisors, LLC | 266 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.54K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 193 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $1.24K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 66 | $659 | 0.00% | −9−12.0% | Reduced |
| Tower Research Capital LLC (TRC) | 7 | $70 | 0.00% | −4−36.4% | Reduced |
| Horizon Bancorp Inc | 42 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |