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 |
|---|---|---|---|---|---|
| Horizon Bancorp Inc | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16 | $162 | 0.00% | +9+128.6% | Added |
| CWM, LLC | 138 | $1.00K | 0.00% | −55−28.5% | Reduced |
| Asset Dedication, LLC | 124 | $1.26K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 171 | $1.74K | 0.00% | +171 | New |
| Bartlett & Co. Wealth Management LLC | 255 | $2.59K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 266 | $2.70K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 375 | $3.81K | 0.00% | +375 | New |
| Concord Wealth Partners | 551 | $5.59K | 0.00% | +12+2.2% | Added |
| Inlight Wealth Management, LLC | 583 | $5.92K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 645 | $6.55K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,000 | $10.2K | 0.00% | +1,000 | New |
| The PNC Financial Services Group, Inc. | 1,357 | $13.8K | 0.00% | −1,770−56.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,500 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,500 | $15.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,558 | $15.8K | 0.00% | +33+2.2% | Added |
| Crewe Advisors LLC | 1,709 | $17.3K | 0.00% | +37+2.2% | Added |
| Turim 21 Investimentos Ltda. | 1,976 | $20.1K | 0.01% | +1,976 | New |
| CIBC Private Wealth Group, LLC | 2,000 | $20.3K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,082 | $21.1K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2,154 | $21.9K | 0.01% | +2,154 | New |
| Strategic Advocates LLC | 3,117 | $31.6K | 0.01% | +3,117 | New |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $34.5K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,105 | $41.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,127 | $41.9K | 0.00% | +4,127 | New |
| Allworth Financial LP | 4,356 | $44.2K | 0.00% | +8+0.2% | Added |
| Byrne Asset Management LLC | 4,750 | $48.2K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,420 | $55.0K | 0.00% | −30−0.6% | Reduced |
| IFP Advisors, Inc | 5,813 | $59.0K | 0.00% | −10.0% | Reduced |
| City Holding Co | 6,000 | $60.9K | 0.01% | +6,000 | New |
| Global Retirement Partners, LLC | 6,783 | $68.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,834 | $69.6K | 0.00% | +146+2.2% | Added |
| Barrett & Company, Inc. | 7,000 | $71.0K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 7,000 | $71.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8,223 | $83.5K | 0.00% | +385+4.9% | Added |
| Gilbert & Cook, Inc. | 10,017 | $101.7K | 0.01% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 10,184 | $103.4K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,250 | $104.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,253 | $114.2K | 0.00% | +142+1.3% | Added |
| StoneX Group Inc. | 11,411 | $115.8K | 0.01% | −5,416−32.2% | Reduced |
| WealthTrust Axiom LLC | 11,800 | $119.8K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 11,850 | $120.3K | 0.00% | +255+2.2% | Added |
| HighTower Advisors, LLC | 12,169 | $123.5K | 0.00% | −2,455−16.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,417 | $126.0K | 0.00% | −3,251−20.7% | Reduced |
| Cornerstone Wealth Group, LLC | 12,460 | $126.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12,688 | $128.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12,760 | $129.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 12,770 | $129.6K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 12,944 | $131.4K | 0.03% | −499−3.7% | Reduced |
| Eastern Bank | 13,000 | $131.9K | 0.00% | +2,000+18.2% | Added |
| Onyx Bridge Wealth Group LLC | 13,881 | $140.9K | 0.02% | +209+1.5% | Added |
| Cresset Asset Management, LLC | 14,400 | $146.2K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 14,434 | $146.5K | 0.00% | +1,448+11.2% | Added |
| Sandy Cove Advisors, LLC | 15,600 | $158.3K | 0.05% | 00.0% | Unchanged |
| Armis Advisers, LLC | 15,850 | $159.6K | 0.01% | −796−4.8% | Reduced |
| Ashton Thomas Securities, LLC | 16,000 | $162.4K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 16,462 | $167.1K | 0.00% | +20.0% | Added |
| ProVise Management Group, LLC | 16,733 | $169.8K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17,300 | $175.6K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 17,383 | $176.4K | 0.08% | −750−4.1% | Reduced |
| Concurrent Investment Advisors, LLC | 17,385 | $176.5K | 0.00% | −7,124−29.1% | Reduced |
| Stephens Inc | 17,949 | $182.2K | 0.00% | +6,950+63.2% | Added |
| Camelot Portfolios, LLC | 18,049 | $183.2K | 0.11% | −82,425−82.0% | Reduced |
| Stonegate Investment Group, LLC | 18,552 | $188.3K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 18,611 | $188.9K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 18,627 | $189.1K | 0.00% | −1,428−7.1% | Reduced |
| MML Investors Services, LLC | 18,933 | $192.2K | 0.00% | +92+0.5% | Added |
| CI Private Wealth, LLC | 19,042 | $193.3K | 0.00% | −2,160−10.2% | Reduced |
| Moors & Cabot, Inc. | 19,400 | $196.9K | 0.01% | +19,400 | New |
| Iams Wealth Management, LLC | 20,000 | $203.0K | 0.08% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 21,235 | $215.5K | 0.11% | −1,905−8.2% | Reduced |
| Millennium Management LLC | 22,000 | $223.3K | 0.00% | +22,000 | New |
| Conning Inc. | 22,455 | $227.9K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 23,962 | $243.2K | 0.00% | −16,315−40.5% | Reduced |
| PFG Investments, LLC | 24,825 | $252.0K | 0.01% | +5,141+26.1% | Added |
| Riverbridge Partners LLC | 24,878 | $252.5K | 0.00% | +341+1.4% | Added |
| National Asset Management, Inc. | 25,314 | $256.9K | 0.01% | −649−2.5% | Reduced |
| Mendel Capital Management LLC | 27,242 | $276.5K | 0.15% | 00.0% | Unchanged |
| Lido Advisors, LLC | 29,632 | $300.8K | 0.00% | +9,795+49.4% | Added |
| Comerica Bank | 29,716 | $301.6K | 0.00% | +1,802+6.5% | Added |
| Quad-Cities Investment Group, LLC | 30,289 | $307.4K | 0.13% | −2,648−8.0% | Reduced |
| Apriem Advisors | 31,440 | $319.1K | 0.03% | −6,472−17.1% | Reduced |
| Jane Street Group, LLC | 31,725 | $322.0K | 0.00% | +31,725 | New |
| Envestnet Asset Management Inc | 31,858 | $323.4K | 0.00% | −10,536−24.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 32,415 | $329.0K | 0.00% | +10,202+45.9% | Added |
| Mallini Complete Financial Planning LLC | 33,703 | $342.1K | 0.28% | +429+1.3% | Added |
| Fortitude Advisory Group L.L.C. | 34,824 | $353.5K | 0.19% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 35,003 | $355.3K | 0.29% | +35,003 | New |
| Fountainhead AM, LLC | 37,564 | $381.3K | 0.05% | +674+1.8% | Added |
| Rock Point Advisors, LLC | 38,549 | $391.3K | 0.10% | −550−1.4% | Reduced |
| Advisory Services Network, LLC | 41,924 | $425.5K | 0.01% | +500+1.2% | Added |
| AlphaCore Capital LLC | 44,348 | $450.1K | 0.02% | +946+2.2% | Added |
| Future Financial Wealth Managment LLC | 49,626 | $503.7K | 0.32% | +207+0.4% | Added |
| Merit Financial Group, LLC | 57,635 | $585.0K | 0.01% | −4,569−7.3% | Reduced |
| Cura Wealth Advisors, LLC | 58,428 | $593.0K | 0.23% | −379,034−86.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 60,864 | $619.0K | 0.00% | +4,357+7.7% | Added |
| Pin Oak Investment Advisors Inc | 61,008 | $619.2K | 0.44% | +5,201+9.3% | Added |
| Susquehanna International Group, LLP | 61,684 | $626.1K | 0.00% | +39,664+180.1% | Added |
| Flagship Harbor Advisors, LLC | 69,215 | $702.5K | 0.03% | +1,661+2.5% | Added |
| Benjamin Edwards Inc | 70,909 | $719.8K | 0.01% | −9,928−12.3% | Reduced |