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, Q3 2025
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Sep 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
- 141
- −1 vs. Q2 2025
- Shares held
- 38.7M
- +751.5K (+2.0%) vs. Q2 2025
- Total value
- $392.7M
- +$3.63M (+0.9%) vs. Q2 2025
- New holders
- 12
- 54 more added
- Sold out
- 13
- 37 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,048,048 | $102.0M | 0.01% | +155,232+1.6% | Added |
| Sit Investment Associates Inc | 6,416,703 | $65.1M | 1.32% | +454,214+7.6% | Added |
| Ameriprise Financial Inc | 4,109,773 | $41.7M | 0.01% | +104,093+2.6% | Added |
| Guggenheim Capital LLC | 1,734,264 | $17.6M | 0.13% | +136,200+8.5% | Added |
| LPL Financial LLC | 1,690,923 | $17.2M | 0.01% | +611,275+56.6% | Added |
| Invesco Ltd. | 1,474,071 | $15.0M | 0.00% | +90,501+6.5% | Added |
| Chicago Partners Investment Group LLC | 1,037,324 | $10.5M | 0.27% | +6,580+0.6% | Added |
| Royal Bank of Canada | 935,040 | $9.49M | 0.00% | +17,697+1.9% | Added |
| Capital Investment Advisors, LLC | 811,482 | $8.24M | 0.14% | −70,572−8.0% | Reduced |
| UBS Group AG | 766,559 | $7.78M | 0.00% | +81,259+11.9% | Added |
| Cetera Investment Advisers | 713,976 | $7.25M | 0.01% | +86,558+13.8% | Added |
| Raymond James Financial Inc | 534,879 | $5.43M | 0.00% | −47,377−8.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 442,761 | $4.49M | 0.25% | −10,151−2.2% | Reduced |
| Janney Montgomery Scott LLC | 441,957 | $4.49M | 0.01% | +400,365+962.6% | Added |
| Kanen Wealth Management LLC | 401,414 | $4.09M | 1.37% | −1550.0% | Reduced |
| Oak Hill Advisors LP | 390,403 | $3.96M | 0.83% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 381,531 | $3.92M | 0.01% | +48,497+14.6% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.81M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 319,438 | $3.24M | 0.00% | +59,523+22.9% | Added |
| Bank of America Corp | 301,065 | $3.06M | 0.00% | +10,330+3.6% | Added |
| Stifel Financial Corp | 286,583 | $2.91M | 0.00% | −136,164−32.2% | Reduced |
| Commonwealth Equity Services, LLC | 279,652 | $2.84M | 0.00% | −86,616−23.6% | Reduced |
| Creative Planning | 257,487 | $2.61M | 0.00% | −17,709−6.4% | Reduced |
| GWM Advisors LLC | 246,654 | $2.50M | 0.01% | +139,521+130.2% | Added |
| Shaker Financial Services, LLC | 242,714 | $2.46M | 0.84% | +33,310+15.9% | Added |
| Thrivent Financial for Lutherans | 219,156 | $2.22M | 0.00% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 197,830 | $2.01M | 0.39% | +34,638+21.2% | Added |
| Kestra Advisory Services, LLC | 197,342 | $2.00M | 0.01% | +47,972+32.1% | Added |
| Kennedy Investment Group | 195,238 | $1.98M | 0.79% | −124,172−38.9% | Reduced |
| Ethos Financial Group, LLC | 181,590 | $1.84M | 0.14% | +5,516+3.1% | Added |
| Baird Financial Group, Inc. | 175,282 | $1.78M | 0.00% | +21,874+14.3% | Added |
| Summit Financial, LLC | 166,856 | $1.69M | 0.03% | +8,098+5.1% | Added |
| CoreCap Advisors, LLC | 151,265 | $1.54M | 0.06% | −5,525−3.5% | Reduced |
| Aviance Capital Partners, LLC | 131,737 | $1.34M | 0.16% | +309+0.2% | Added |
| Clear Creek Financial Management, LLC | 131,357 | $1.33M | 0.12% | −1,580−1.2% | Reduced |
| Readystate Asset Management LP | 99,370 | $1.01M | 0.05% | +78,718+381.2% | Added |
| Melfa Wealth Management, LLC | 96,891 | $983.4K | 0.58% | −55−0.1% | Reduced |
| NWF Advisory Services Inc. | 92,150 | $935.3K | 0.10% | −2,900−3.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 83,152 | $844.0K | 0.00% | +5,430+7.0% | Added |
| Wedbush Securities Inc | 78,468 | $796.0K | 0.03% | −8,705−10.0% | Reduced |
| Independent Financial Group, LLC | 72,280 | $733.6K | 0.02% | +12,614+21.1% | Added |
| Benjamin Edwards Inc | 70,909 | $719.8K | 0.01% | −9,928−12.3% | Reduced |
| Flagship Harbor Advisors, LLC | 69,215 | $702.5K | 0.03% | +1,661+2.5% | Added |
| Susquehanna International Group, LLP | 61,684 | $626.1K | 0.00% | +39,664+180.1% | Added |
| Pin Oak Investment Advisors Inc | 61,008 | $619.2K | 0.44% | +5,201+9.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 60,864 | $619.0K | 0.00% | +4,357+7.7% | Added |
| Cura Wealth Advisors, LLC | 58,428 | $593.0K | 0.23% | −379,034−86.6% | Reduced |
| Merit Financial Group, LLC | 57,635 | $585.0K | 0.01% | −4,569−7.3% | Reduced |
| Future Financial Wealth Managment LLC | 49,626 | $503.7K | 0.32% | +207+0.4% | Added |
| AlphaCore Capital LLC | 44,348 | $450.1K | 0.02% | +946+2.2% | Added |
| Advisory Services Network, LLC | 41,924 | $425.5K | 0.01% | +500+1.2% | Added |
| Rock Point Advisors, LLC | 38,549 | $391.3K | 0.10% | −550−1.4% | Reduced |
| Fountainhead AM, LLC | 37,564 | $381.3K | 0.05% | +674+1.8% | Added |
| Virtue Asset Management LLC | 35,003 | $355.3K | 0.29% | +35,003 | New |
| Fortitude Advisory Group L.L.C. | 34,824 | $353.5K | 0.19% | 00.0% | Unchanged |
| Mallini Complete Financial Planning LLC | 33,703 | $342.1K | 0.28% | +429+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 32,415 | $329.0K | 0.00% | +10,202+45.9% | Added |
| Envestnet Asset Management Inc | 31,858 | $323.4K | 0.00% | −10,536−24.9% | Reduced |
| Jane Street Group, LLC | 31,725 | $322.0K | 0.00% | +31,725 | New |
| Apriem Advisors | 31,440 | $319.1K | 0.03% | −6,472−17.1% | Reduced |
| Quad-Cities Investment Group, LLC | 30,289 | $307.4K | 0.13% | −2,648−8.0% | Reduced |
| Comerica Bank | 29,716 | $301.6K | 0.00% | +1,802+6.5% | Added |
| Lido Advisors, LLC | 29,632 | $300.8K | 0.00% | +9,795+49.4% | Added |
| Mendel Capital Management LLC | 27,242 | $276.5K | 0.15% | 00.0% | Unchanged |
| National Asset Management, Inc. | 25,314 | $256.9K | 0.01% | −649−2.5% | Reduced |
| Riverbridge Partners LLC | 24,878 | $252.5K | 0.00% | +341+1.4% | Added |
| PFG Investments, LLC | 24,825 | $252.0K | 0.01% | +5,141+26.1% | Added |
| Private Advisor Group, LLC | 23,962 | $243.2K | 0.00% | −16,315−40.5% | Reduced |
| Conning Inc. | 22,455 | $227.9K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 22,000 | $223.3K | 0.00% | +22,000 | New |
| Pointe Capital Management LLC | 21,235 | $215.5K | 0.11% | −1,905−8.2% | Reduced |
| Iams Wealth Management, LLC | 20,000 | $203.0K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 19,400 | $196.9K | 0.01% | +19,400 | New |
| CI Private Wealth, LLC | 19,042 | $193.3K | 0.00% | −2,160−10.2% | Reduced |
| MML Investors Services, LLC | 18,933 | $192.2K | 0.00% | +92+0.5% | Added |
| Rockefeller Capital Management L.P. | 18,627 | $189.1K | 0.00% | −1,428−7.1% | Reduced |
| First Foundation Advisors | 18,611 | $188.9K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $188.3K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 18,049 | $183.2K | 0.11% | −82,425−82.0% | Reduced |
| Stephens Inc | 17,949 | $182.2K | 0.00% | +6,950+63.2% | Added |
| Concurrent Investment Advisors, LLC | 17,385 | $176.5K | 0.00% | −7,124−29.1% | Reduced |
| Dudley Capital Management, LLC | 17,383 | $176.4K | 0.08% | −750−4.1% | Reduced |
| NBC Securities, Inc. | 17,300 | $175.6K | 0.01% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 16,733 | $169.8K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 16,462 | $167.1K | 0.00% | +20.0% | Added |
| Ashton Thomas Securities, LLC | 16,000 | $162.4K | 0.02% | 00.0% | Unchanged |
| Armis Advisers, LLC | 15,850 | $159.6K | 0.01% | −796−4.8% | Reduced |
| Sandy Cove Advisors, LLC | 15,600 | $158.3K | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 14,434 | $146.5K | 0.00% | +1,448+11.2% | Added |
| Cresset Asset Management, LLC | 14,400 | $146.2K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 13,881 | $140.9K | 0.02% | +209+1.5% | Added |
| Eastern Bank | 13,000 | $131.9K | 0.00% | +2,000+18.2% | Added |
| Garden State Investment Advisory Services LLC | 12,944 | $131.4K | 0.03% | −499−3.7% | Reduced |
| Clearstead Advisors, LLC | 12,770 | $129.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12,760 | $129.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12,688 | $128.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 12,460 | $126.5K | 0.01% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,417 | $126.0K | 0.00% | −3,251−20.7% | Reduced |
| HighTower Advisors, LLC | 12,169 | $123.5K | 0.00% | −2,455−16.8% | Reduced |
| Colony Group, LLC | 11,850 | $120.3K | 0.00% | +255+2.2% | Added |