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.
Q3 2025 vs. Q2 2025
How the institutions holding Eaton Vance Ltd Duration Income Fund changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 146 | 4 | 141 | −1 |
| Shares | 38.0M | 65.2K | 38.7M | +751.5K (+2.0%) |
| Value | $389.8M | $667.6K | $392.7M | +$3.63M (+0.9%) |
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Virtue Asset Management LLC | 35,003 | $355.3K | 0.29% |
| Jane Street Group, LLC | 31,725 | $322.0K | 0.00% |
| Millennium Management LLC | 22,000 | $223.3K | 0.00% |
| Moors & Cabot, Inc. | 19,400 | $196.9K | 0.01% |
| City Holding Co | 6,000 | $60.9K | 0.01% |
| Wolverine Asset Management LLC | 4,127 | $41.9K | 0.00% |
| Strategic Advocates LLC | 3,117 | $31.6K | 0.01% |
| Legacy Wealth Managment, LLC | 2,154 | $21.9K | 0.01% |
| Turim 21 Investimentos Ltda. | 1,976 | $20.1K | 0.01% |
| Highline Wealth Partners LLC | 1,000 | $10.2K | 0.00% |
| Central Trust Co | 375 | $3.81K | 0.00% |
| TFC Financial Management | 171 | $1.74K | 0.00% |
Sold out (13)
Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Penserra Capital Management LLC | 530,154 | $5.44M |
| Fiera Capital Corp | 209,918 | $2.15M |
| Allspring Global Investments Holdings, LLC | 191,488 | $1.96M |
| Wela Strategies, Inc. | 46,649 | $478.6K |
| M Holdings Securities, Inc. | 24,668 | $251.0K |
| Virtu Financial LLC | 24,236 | $249.0K |
| Neuberger Berman Group LLC | 20,000 | $205.2K |
| Citadel Advisors LLC | 10,744 | $110.2K |
| Cape Investment Advisory, Inc. | 6,093 | $62.5K |
| Kentucky Trust Co | 998 | $10.2K |
| Strategic Wealth Partners, Ltd. | 700 | $7.18K |
| Evolution Wealth Management Inc. | 453 | $4.65K |
| SJS Investment Consulting Inc. | 11 | $113 |
Not filed for Q3 2025 yet (4)
Institutions that held Eaton Vance Ltd Duration Income Fund at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Atria Wealth Solutions, Inc. | 28,984 | $297.4K |
| Congress Wealth Management LLC | 19,770 | $202.8K |
| EP Wealth Advisors, LLC | 13,400 | $137.5K |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $29.9K |