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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 7 | $72 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $113 | 0.00% | +11 | New |
| Horizon Bancorp Inc | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $1.27K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 193 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.62K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 266 | $2.73K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 453 | $4.65K | 0.01% | +453 | New |
| Concord Wealth Partners | 539 | $5.53K | 0.00% | −1,389−72.0% | Reduced |
| Inlight Wealth Management, LLC | 583 | $5.98K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 645 | $6.62K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 700 | $7.18K | 0.00% | +700 | New |
| Kentucky Trust Co | 998 | $10.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,500 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,500 | $15.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,525 | $15.6K | 0.00% | +33+2.2% | Added |
| Crewe Advisors LLC | 1,672 | $17.2K | 0.00% | +36+2.2% | Added |
| CIBC Private Wealth Group, LLC | 2,000 | $20.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,082 | $21.4K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $29.9K | 0.01% | +3,000 | New |
| The PNC Financial Services Group, Inc. | 3,127 | $32.1K | 0.00% | +2,650+555.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $34.9K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,105 | $42.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,348 | $44.6K | 0.00% | +1,406+47.8% | Added |
| Byrne Asset Management LLC | 4,750 | $48.7K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,450 | $55.9K | 0.00% | +5,450 | New |
| IFP Advisors, Inc | 5,814 | $59.7K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6,093 | $62.5K | 0.02% | −1,000−14.1% | Reduced |
| Sound Income Strategies, LLC | 6,688 | $68.6K | 0.00% | +146+2.2% | Added |
| Global Retirement Partners, LLC | 6,783 | $69.6K | 0.00% | +6,783 | New |
| Barrett & Company, Inc. | 7,000 | $71.8K | 0.03% | −1,952−21.8% | Reduced |
| MAI Capital Management | 7,000 | $71.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7,838 | $80.4K | 0.00% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 10,017 | $102.8K | 0.01% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 10,184 | $104.5K | 0.02% | +10,184 | New |
| Apollon Wealth Management, LLC | 10,250 | $105.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,744 | $110.2K | 0.00% | +10,744 | New |
| Stephens Inc | 10,999 | $112.8K | 0.00% | +732+7.1% | Added |
| Eastern Bank | 11,000 | $112.9K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,111 | $114.0K | 0.00% | +142+1.3% | Added |
| Colony Group, LLC | 11,595 | $119.0K | 0.00% | +253+2.2% | Added |
| WealthTrust Axiom LLC | 11,800 | $121.1K | 0.04% | −1,500−11.3% | Reduced |
| Cornerstone Wealth Group, LLC | 12,460 | $127.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12,688 | $130.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12,760 | $130.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 12,770 | $131.0K | 0.00% | +12,770 | New |
| Kestra Private Wealth Services, LLC | 12,986 | $133.2K | 0.00% | +1,074+9.0% | Added |
| EP Wealth Advisors, LLC | 13,400 | $137.5K | 0.00% | −5,200−28.0% | Reduced |
| Garden State Investment Advisory Services LLC | 13,443 | $137.9K | 0.04% | +8+0.1% | Added |
| Onyx Bridge Wealth Group LLC | 13,672 | $140.3K | 0.02% | −1,490−9.8% | Reduced |
| Cresset Asset Management, LLC | 14,400 | $147.7K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,624 | $150.0K | 0.00% | −2,020−12.1% | Reduced |
| Sandy Cove Advisors, LLC | 15,600 | $160.1K | 0.06% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 15,668 | $160.8K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 16,000 | $164.2K | 0.04% | −4,000−20.0% | Reduced |
| Pathstone Holdings, LLC | 16,460 | $168.9K | 0.00% | +30.0% | Added |
| Armis Advisers, LLC | 16,646 | $169.8K | 0.01% | +3,500+26.6% | Added |
| ProVise Management Group, LLC | 16,733 | $171.7K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 16,827 | $172.6K | 0.01% | −7,688−31.4% | Reduced |
| NBC Securities, Inc. | 17,300 | $177.0K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 18,133 | $186.0K | 0.09% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $190.3K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 18,611 | $190.9K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 18,841 | $193.0K | 0.00% | −1,108−5.6% | Reduced |
| PFG Investments, LLC | 19,684 | $202.0K | 0.01% | −1,814−8.4% | Reduced |
| Congress Wealth Management LLC | 19,770 | $202.8K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 19,837 | $203.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rockefeller Capital Management L.P. | 20,055 | $205.8K | 0.00% | −6,651−24.9% | Reduced |
| Readystate Asset Management LP | 20,652 | $211.9K | 0.01% | −35,941−63.5% | Reduced |
| CI Private Wealth, LLC | 21,202 | $217.5K | 0.00% | −299−1.4% | Reduced |
| Susquehanna International Group, LLP | 22,020 | $225.9K | 0.00% | −15,146−40.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,213 | $227.9K | 0.00% | +721+3.4% | Added |
| Conning Inc. | 22,455 | $230.4K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 23,140 | $237.4K | 0.12% | +95+0.4% | Added |
| Virtu Financial LLC | 24,236 | $249.0K | 0.01% | +24,236 | New |
| M Holdings Securities, Inc. | 24,668 | $251.0K | 0.04% | +24,668 | New |
| Concurrent Investment Advisors, LLC | 24,509 | $251.5K | 0.00% | −106−0.4% | Reduced |
| Riverbridge Partners LLC | 24,537 | $251.8K | 0.00% | +624+2.6% | Added |
| National Asset Management, Inc. | 25,963 | $266.4K | 0.01% | −850−3.2% | Reduced |
| Mendel Capital Management LLC | 27,242 | $279.5K | 0.16% | −5,908−17.8% | Reduced |
| Comerica Bank | 27,914 | $286.4K | 0.00% | −18,561−39.9% | Reduced |
| Atria Wealth Solutions, Inc. | 28,984 | $297.4K | 0.01% | −15,051−34.2% | Reduced |
| Quad-Cities Investment Group, LLC | 32,937 | $337.9K | 0.15% | +425+1.3% | Added |
| Mallini Complete Financial Planning LLC | 33,274 | $341.4K | 0.43% | +4,581+16.0% | Added |
| Fortitude Advisory Group L.L.C. | 34,824 | $357.3K | 0.20% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 36,890 | $378.5K | 0.05% | +218+0.6% | Added |
| Apriem Advisors | 37,912 | $389.0K | 0.04% | +27+0.1% | Added |
| Rock Point Advisors, LLC | 39,099 | $401.2K | 0.11% | −400−1.0% | Reduced |
| Private Advisor Group, LLC | 40,277 | $413.2K | 0.00% | −407−1.0% | Reduced |
| Advisory Services Network, LLC | 41,424 | $418.4K | 0.01% | −150−0.4% | Reduced |
| Janney Montgomery Scott LLC | 41,592 | $427.0K | 0.00% | −7,334−15.0% | Reduced |
| Envestnet Asset Management Inc | 42,394 | $435.0K | 0.00% | +1,904+4.7% | Added |
| AlphaCore Capital LLC | 43,402 | $445.3K | 0.02% | +8,681+25.0% | Added |
| Wela Strategies, Inc. | 46,649 | $478.6K | 0.19% | +60.0% | Added |
| Future Financial Wealth Managment LLC | 49,419 | $507.0K | 0.35% | +1,582+3.3% | Added |
| Pin Oak Investment Advisors Inc | 55,807 | $556.0K | 0.47% | −626−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 56,507 | $586.5K | 0.00% | +56,507 | New |
| Independent Financial Group, LLC | 59,666 | $612.2K | 0.02% | +100+0.2% | Added |