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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 12,770 | $131.0K | 0.00% | +12,770 | New |
| Hollencrest Capital Management | 12,760 | $130.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12,688 | $130.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 12,460 | $127.8K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 11,800 | $121.1K | 0.04% | −1,500−11.3% | Reduced |
| Colony Group, LLC | 11,595 | $119.0K | 0.00% | +253+2.2% | Added |
| Oppenheimer & Co Inc | 11,111 | $114.0K | 0.00% | +142+1.3% | Added |
| Eastern Bank | 11,000 | $112.9K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 10,999 | $112.8K | 0.00% | +732+7.1% | Added |
| Citadel Advisors LLC | 10,744 | $110.2K | 0.00% | +10,744 | New |
| Apollon Wealth Management, LLC | 10,250 | $105.2K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 10,184 | $104.5K | 0.02% | +10,184 | New |
| Gilbert & Cook, Inc. | 10,017 | $102.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 7,838 | $80.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 6,783 | $69.6K | 0.00% | +6,783 | New |
| Sound Income Strategies, LLC | 6,688 | $68.6K | 0.00% | +146+2.2% | Added |
| Cape Investment Advisory, Inc. | 6,093 | $62.5K | 0.02% | −1,000−14.1% | Reduced |
| IFP Advisors, Inc | 5,814 | $59.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,450 | $55.9K | 0.00% | +5,450 | New |
| Byrne Asset Management LLC | 4,750 | $48.7K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 4,348 | $44.6K | 0.00% | +1,406+47.8% | Added |
| GPS Wealth Strategies Group, LLC | 4,105 | $42.1K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $34.9K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,127 | $32.1K | 0.00% | +2,650+555.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $29.9K | 0.01% | +3,000 | New |
| West Branch Capital LLC | 2,082 | $21.4K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,000 | $20.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,672 | $17.2K | 0.00% | +36+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,525 | $15.6K | 0.00% | +33+2.2% | Added |
| 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 |
| Kentucky Trust Co | 998 | $10.2K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 700 | $7.18K | 0.00% | +700 | New |
| Geneos Wealth Management Inc. | 645 | $6.62K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 583 | $5.98K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 539 | $5.53K | 0.00% | −1,389−72.0% | Reduced |
| Evolution Wealth Management Inc. | 453 | $4.65K | 0.01% | +453 | New |
| Farther Finance Advisors, LLC | 266 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.62K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 193 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $1.27K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $113 | 0.00% | +11 | New |
| Tower Research Capital LLC (TRC) | 7 | $72 | 0.00% | 00.0% | Unchanged |
| 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 |