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, Q2 2025
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Jun 30, 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
- 146
- −4 vs. Q1 2025
- Shares held
- 38.0M
- +798.5K (+2.1%) vs. Q1 2025
- Total value
- $389.8M
- +$18.5M (+5.0%) vs. Q1 2025
- New holders
- 12
- 46 more added
- Sold out
- 16
- 47 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,892,816 | $101.5M | 0.01% | +122,699+1.3% | Added |
| Sit Investment Associates Inc | 5,962,489 | $61.2M | 1.31% | +797,006+15.4% | Added |
| Ameriprise Financial Inc | 4,005,680 | $41.1M | 0.01% | +396,370+11.0% | Added |
| Guggenheim Capital LLC | 1,598,064 | $16.4M | 0.13% | +170,926+12.0% | Added |
| Invesco Ltd. | 1,383,570 | $14.2M | 0.00% | −1,564−0.1% | Reduced |
| LPL Financial LLC | 1,079,648 | $11.1M | 0.00% | −236,097−17.9% | Reduced |
| Chicago Partners Investment Group LLC | 1,030,744 | $10.4M | 0.30% | +46,455+4.7% | Added |
| Royal Bank of Canada | 917,343 | $9.41M | 0.00% | +1,731+0.2% | Added |
| Capital Investment Advisors, LLC | 882,054 | $9.05M | 0.16% | −41,980−4.5% | Reduced |
| UBS Group AG | 685,300 | $7.03M | 0.00% | −13,122−1.9% | Reduced |
| Cetera Investment Advisers | 627,418 | $6.44M | 0.01% | +29,793+5.0% | Added |
| Raymond James Financial Inc | 582,256 | $5.97M | 0.00% | −31,503−5.1% | Reduced |
| Penserra Capital Management LLC | 530,154 | $5.44M | 0.08% | +15,660+3.0% | Added |
| Cyndeo Wealth Partners, LLC | 452,912 | $4.65M | 0.28% | −118,032−20.7% | Reduced |
| Cura Wealth Advisors, LLC | 437,462 | $4.49M | 2.09% | −18,547−4.1% | Reduced |
| Stifel Financial Corp | 422,747 | $4.34M | 0.00% | +9,214+2.2% | Added |
| Kanen Wealth Management LLC | 401,569 | $4.12M | 1.58% | +34,350+9.4% | Added |
| Oak Hill Advisors LP | 390,403 | $4.01M | 1.00% | −13,201−3.3% | Reduced |
| Cohen & Steers, Inc. | 375,463 | $3.85M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 366,268 | $3.76M | 0.00% | −53,558−12.8% | Reduced |
| Advisor Group Holdings, Inc. | 333,034 | $3.42M | 0.01% | +20,213+6.5% | Added |
| Kennedy Investment Group | 319,410 | $3.28M | 1.39% | −251,247−44.0% | Reduced |
| Bank of America Corp | 290,735 | $2.98M | 0.00% | +13,941+5.0% | Added |
| Creative Planning | 275,196 | $2.82M | 0.00% | −780−0.3% | Reduced |
| Wells Fargo & Company | 259,915 | $2.67M | 0.00% | +79,176+43.8% | Added |
| Thrivent Financial for Lutherans | 219,156 | $2.25M | 0.00% | 00.0% | Unchanged |
| Fiera Capital Corp | 209,918 | $2.15M | 0.01% | −4,899−2.3% | Reduced |
| Shaker Financial Services, LLC | 209,404 | $2.15M | 0.78% | +13,594+6.9% | Added |
| Allspring Global Investments Holdings, LLC | 191,488 | $1.96M | 0.00% | −66,408−25.7% | Reduced |
| Ethos Financial Group, LLC | 176,074 | $1.81M | 0.16% | +5,171+3.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 163,192 | $1.67M | 0.38% | +16,473+11.2% | Added |
| Summit Financial, LLC | 158,758 | $1.63M | 0.04% | +64,642+68.7% | Added |
| CoreCap Advisors, LLC | 156,790 | $1.61M | 0.06% | −6,675−4.1% | Reduced |
| Baird Financial Group, Inc. | 153,408 | $1.57M | 0.00% | +4,544+3.1% | Added |
| Kestra Advisory Services, LLC | 149,370 | $1.53M | 0.01% | +18,192+13.9% | Added |
| Clear Creek Financial Management, LLC | 132,937 | $1.36M | 0.13% | +4,348+3.4% | Added |
| Aviance Capital Partners, LLC | 131,428 | $1.35M | 0.18% | −3,236−2.4% | Reduced |
| GWM Advisors LLC | 107,133 | $1.10M | 0.01% | −107−0.1% | Reduced |
| Camelot Portfolios, LLC | 100,474 | $1.03M | 0.62% | −7,817−7.2% | Reduced |
| Melfa Wealth Management, LLC | 96,946 | $994.7K | 0.63% | −3,182−3.2% | Reduced |
| NWF Advisory Services Inc. | 95,050 | $975.2K | 0.12% | −7,700−7.5% | Reduced |
| Wedbush Securities Inc | 87,173 | $894.0K | 0.03% | +7,858+9.9% | Added |
| Benjamin Edwards Inc | 80,837 | $829.4K | 0.01% | −26,174−24.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 77,722 | $797.0K | 0.00% | −25,223−24.5% | Reduced |
| Flagship Harbor Advisors, LLC | 67,554 | $693.1K | 0.03% | −3,507−4.9% | Reduced |
| Merit Financial Group, LLC | 62,204 | $638.2K | 0.01% | +2,593+4.3% | Added |
| Independent Financial Group, LLC | 59,666 | $612.2K | 0.02% | +100+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 56,507 | $586.5K | 0.00% | +56,507 | New |
| Pin Oak Investment Advisors Inc | 55,807 | $556.0K | 0.47% | −626−1.1% | Reduced |
| Future Financial Wealth Managment LLC | 49,419 | $507.0K | 0.35% | +1,582+3.3% | Added |
| Wela Strategies, Inc. | 46,649 | $478.6K | 0.19% | +60.0% | Added |
| AlphaCore Capital LLC | 43,402 | $445.3K | 0.02% | +8,681+25.0% | Added |
| Envestnet Asset Management Inc | 42,394 | $435.0K | 0.00% | +1,904+4.7% | Added |
| Janney Montgomery Scott LLC | 41,592 | $427.0K | 0.00% | −7,334−15.0% | Reduced |
| Advisory Services Network, LLC | 41,424 | $418.4K | 0.01% | −150−0.4% | Reduced |
| Private Advisor Group, LLC | 40,277 | $413.2K | 0.00% | −407−1.0% | Reduced |
| Rock Point Advisors, LLC | 39,099 | $401.2K | 0.11% | −400−1.0% | Reduced |
| Apriem Advisors | 37,912 | $389.0K | 0.04% | +27+0.1% | Added |
| Fountainhead AM, LLC | 36,890 | $378.5K | 0.05% | +218+0.6% | Added |
| Fortitude Advisory Group L.L.C. | 34,824 | $357.3K | 0.20% | 00.0% | Unchanged |
| Mallini Complete Financial Planning LLC | 33,274 | $341.4K | 0.43% | +4,581+16.0% | Added |
| Quad-Cities Investment Group, LLC | 32,937 | $337.9K | 0.15% | +425+1.3% | Added |
| Atria Wealth Solutions, Inc. | 28,984 | $297.4K | 0.01% | −15,051−34.2% | Reduced |
| Comerica Bank | 27,914 | $286.4K | 0.00% | −18,561−39.9% | Reduced |
| Mendel Capital Management LLC | 27,242 | $279.5K | 0.16% | −5,908−17.8% | Reduced |
| National Asset Management, Inc. | 25,963 | $266.4K | 0.01% | −850−3.2% | Reduced |
| Riverbridge Partners LLC | 24,537 | $251.8K | 0.00% | +624+2.6% | Added |
| Concurrent Investment Advisors, LLC | 24,509 | $251.5K | 0.00% | −106−0.4% | Reduced |
| M Holdings Securities, Inc. | 24,668 | $251.0K | 0.04% | +24,668 | New |
| Virtu Financial LLC | 24,236 | $249.0K | 0.01% | +24,236 | New |
| Pointe Capital Management LLC | 23,140 | $237.4K | 0.12% | +95+0.4% | Added |
| Conning Inc. | 22,455 | $230.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 22,213 | $227.9K | 0.00% | +721+3.4% | Added |
| Susquehanna International Group, LLP | 22,020 | $225.9K | 0.00% | −15,146−40.8% | Reduced |
| CI Private Wealth, LLC | 21,202 | $217.5K | 0.00% | −299−1.4% | Reduced |
| Readystate Asset Management LP | 20,652 | $211.9K | 0.01% | −35,941−63.5% | Reduced |
| Rockefeller Capital Management L.P. | 20,055 | $205.8K | 0.00% | −6,651−24.9% | Reduced |
| Neuberger Berman Group LLC | 20,000 | $205.2K | 0.00% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 20,000 | $205.2K | 0.09% | 00.0% | Unchanged |
| Lido Advisors, LLC | 19,837 | $203.5K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 19,770 | $202.8K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 19,684 | $202.0K | 0.01% | −1,814−8.4% | Reduced |
| MML Investors Services, LLC | 18,841 | $193.0K | 0.00% | −1,108−5.6% | Reduced |
| First Foundation Advisors | 18,611 | $190.9K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $190.3K | 0.00% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 18,133 | $186.0K | 0.09% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17,300 | $177.0K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 16,827 | $172.6K | 0.01% | −7,688−31.4% | Reduced |
| ProVise Management Group, LLC | 16,733 | $171.7K | 0.01% | 00.0% | Unchanged |
| Armis Advisers, LLC | 16,646 | $169.8K | 0.01% | +3,500+26.6% | Added |
| Pathstone Holdings, LLC | 16,460 | $168.9K | 0.00% | +30.0% | Added |
| Ashton Thomas Securities, LLC | 16,000 | $164.2K | 0.04% | −4,000−20.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 15,668 | $160.8K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 15,600 | $160.1K | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,624 | $150.0K | 0.00% | −2,020−12.1% | Reduced |
| Cresset Asset Management, LLC | 14,400 | $147.7K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 13,672 | $140.3K | 0.02% | −1,490−9.8% | Reduced |
| Garden State Investment Advisory Services LLC | 13,443 | $137.9K | 0.04% | +8+0.1% | Added |
| EP Wealth Advisors, LLC | 13,400 | $137.5K | 0.00% | −5,200−28.0% | Reduced |
| Kestra Private Wealth Services, LLC | 12,986 | $133.2K | 0.00% | +1,074+9.0% | Added |