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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 62,204 | $638.2K | 0.01% | +2,593+4.3% | Added |
| Flagship Harbor Advisors, LLC | 67,554 | $693.1K | 0.03% | −3,507−4.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 77,722 | $797.0K | 0.00% | −25,223−24.5% | Reduced |
| Benjamin Edwards Inc | 80,837 | $829.4K | 0.01% | −26,174−24.5% | Reduced |
| Wedbush Securities Inc | 87,173 | $894.0K | 0.03% | +7,858+9.9% | Added |
| NWF Advisory Services Inc. | 95,050 | $975.2K | 0.12% | −7,700−7.5% | Reduced |
| Melfa Wealth Management, LLC | 96,946 | $994.7K | 0.63% | −3,182−3.2% | Reduced |
| Camelot Portfolios, LLC | 100,474 | $1.03M | 0.62% | −7,817−7.2% | Reduced |
| GWM Advisors LLC | 107,133 | $1.10M | 0.01% | −107−0.1% | Reduced |
| Aviance Capital Partners, LLC | 131,428 | $1.35M | 0.18% | −3,236−2.4% | Reduced |
| Clear Creek Financial Management, LLC | 132,937 | $1.36M | 0.13% | +4,348+3.4% | Added |
| Kestra Advisory Services, LLC | 149,370 | $1.53M | 0.01% | +18,192+13.9% | Added |
| Baird Financial Group, Inc. | 153,408 | $1.57M | 0.00% | +4,544+3.1% | Added |
| CoreCap Advisors, LLC | 156,790 | $1.61M | 0.06% | −6,675−4.1% | Reduced |
| Summit Financial, LLC | 158,758 | $1.63M | 0.04% | +64,642+68.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 163,192 | $1.67M | 0.38% | +16,473+11.2% | Added |
| Ethos Financial Group, LLC | 176,074 | $1.81M | 0.16% | +5,171+3.0% | Added |
| Allspring Global Investments Holdings, LLC | 191,488 | $1.96M | 0.00% | −66,408−25.7% | Reduced |
| Shaker Financial Services, LLC | 209,404 | $2.15M | 0.78% | +13,594+6.9% | Added |
| Fiera Capital Corp | 209,918 | $2.15M | 0.01% | −4,899−2.3% | Reduced |
| Thrivent Financial for Lutherans | 219,156 | $2.25M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 259,915 | $2.67M | 0.00% | +79,176+43.8% | Added |
| Creative Planning | 275,196 | $2.82M | 0.00% | −780−0.3% | Reduced |
| Bank of America Corp | 290,735 | $2.98M | 0.00% | +13,941+5.0% | Added |
| Kennedy Investment Group | 319,410 | $3.28M | 1.39% | −251,247−44.0% | Reduced |
| Advisor Group Holdings, Inc. | 333,034 | $3.42M | 0.01% | +20,213+6.5% | Added |
| Commonwealth Equity Services, LLC | 366,268 | $3.76M | 0.00% | −53,558−12.8% | Reduced |
| Cohen & Steers, Inc. | 375,463 | $3.85M | 0.01% | 00.0% | Unchanged |
| Oak Hill Advisors LP | 390,403 | $4.01M | 1.00% | −13,201−3.3% | Reduced |
| Kanen Wealth Management LLC | 401,569 | $4.12M | 1.58% | +34,350+9.4% | Added |
| Stifel Financial Corp | 422,747 | $4.34M | 0.00% | +9,214+2.2% | Added |
| Cura Wealth Advisors, LLC | 437,462 | $4.49M | 2.09% | −18,547−4.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 452,912 | $4.65M | 0.28% | −118,032−20.7% | Reduced |
| Penserra Capital Management LLC | 530,154 | $5.44M | 0.08% | +15,660+3.0% | Added |
| Raymond James Financial Inc | 582,256 | $5.97M | 0.00% | −31,503−5.1% | Reduced |
| Cetera Investment Advisers | 627,418 | $6.44M | 0.01% | +29,793+5.0% | Added |
| UBS Group AG | 685,300 | $7.03M | 0.00% | −13,122−1.9% | Reduced |
| Capital Investment Advisors, LLC | 882,054 | $9.05M | 0.16% | −41,980−4.5% | Reduced |
| Royal Bank of Canada | 917,343 | $9.41M | 0.00% | +1,731+0.2% | Added |
| Chicago Partners Investment Group LLC | 1,030,744 | $10.4M | 0.30% | +46,455+4.7% | Added |
| LPL Financial LLC | 1,079,648 | $11.1M | 0.00% | −236,097−17.9% | Reduced |
| Invesco Ltd. | 1,383,570 | $14.2M | 0.00% | −1,564−0.1% | Reduced |
| Guggenheim Capital LLC | 1,598,064 | $16.4M | 0.13% | +170,926+12.0% | Added |
| Ameriprise Financial Inc | 4,005,680 | $41.1M | 0.01% | +396,370+11.0% | Added |
| Sit Investment Associates Inc | 5,962,489 | $61.2M | 1.31% | +797,006+15.4% | Added |
| Morgan Stanley | 9,892,816 | $101.5M | 0.01% | +122,699+1.3% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −35,811−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −22,313−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −21,851−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,966−100.0% | Sold out |
| Clay Northam Wealth Management, LLC | 0 | $0 | 0.00% | −13,014−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −12,488−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −12,389−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −12,211−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −10,558−100.0% | Sold out |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −10,326−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −8,586−100.0% | Sold out |
| Slocum, Gordon & Co LLP | 0 | $0 | 0.00% | −2,195−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Selway Asset Management | – | – | – | – | Not filed |