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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 72,280 | $733.6K | 0.02% | +12,614+21.1% | Added |
| Wedbush Securities Inc | 78,468 | $796.0K | 0.03% | −8,705−10.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 83,152 | $844.0K | 0.00% | +5,430+7.0% | Added |
| NWF Advisory Services Inc. | 92,150 | $935.3K | 0.10% | −2,900−3.1% | Reduced |
| Melfa Wealth Management, LLC | 96,891 | $983.4K | 0.58% | −55−0.1% | Reduced |
| Readystate Asset Management LP | 99,370 | $1.01M | 0.05% | +78,718+381.2% | Added |
| Clear Creek Financial Management, LLC | 131,357 | $1.33M | 0.12% | −1,580−1.2% | Reduced |
| Aviance Capital Partners, LLC | 131,737 | $1.34M | 0.16% | +309+0.2% | Added |
| CoreCap Advisors, LLC | 151,265 | $1.54M | 0.06% | −5,525−3.5% | Reduced |
| Summit Financial, LLC | 166,856 | $1.69M | 0.03% | +8,098+5.1% | Added |
| Baird Financial Group, Inc. | 175,282 | $1.78M | 0.00% | +21,874+14.3% | Added |
| Ethos Financial Group, LLC | 181,590 | $1.84M | 0.14% | +5,516+3.1% | Added |
| Kennedy Investment Group | 195,238 | $1.98M | 0.79% | −124,172−38.9% | Reduced |
| Kestra Advisory Services, LLC | 197,342 | $2.00M | 0.01% | +47,972+32.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 197,830 | $2.01M | 0.39% | +34,638+21.2% | Added |
| Thrivent Financial for Lutherans | 219,156 | $2.22M | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 242,714 | $2.46M | 0.84% | +33,310+15.9% | Added |
| GWM Advisors LLC | 246,654 | $2.50M | 0.01% | +139,521+130.2% | Added |
| Creative Planning | 257,487 | $2.61M | 0.00% | −17,709−6.4% | Reduced |
| Commonwealth Equity Services, LLC | 279,652 | $2.84M | 0.00% | −86,616−23.6% | Reduced |
| Stifel Financial Corp | 286,583 | $2.91M | 0.00% | −136,164−32.2% | Reduced |
| Bank of America Corp | 301,065 | $3.06M | 0.00% | +10,330+3.6% | Added |
| Wells Fargo & Company | 319,438 | $3.24M | 0.00% | +59,523+22.9% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.81M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 381,531 | $3.92M | 0.01% | +48,497+14.6% | Added |
| Oak Hill Advisors LP | 390,403 | $3.96M | 0.83% | 00.0% | Unchanged |
| Kanen Wealth Management LLC | 401,414 | $4.09M | 1.37% | −1550.0% | Reduced |
| Janney Montgomery Scott LLC | 441,957 | $4.49M | 0.01% | +400,365+962.6% | Added |
| Cyndeo Wealth Partners, LLC | 442,761 | $4.49M | 0.25% | −10,151−2.2% | Reduced |
| Raymond James Financial Inc | 534,879 | $5.43M | 0.00% | −47,377−8.1% | Reduced |
| Cetera Investment Advisers | 713,976 | $7.25M | 0.01% | +86,558+13.8% | Added |
| UBS Group AG | 766,559 | $7.78M | 0.00% | +81,259+11.9% | Added |
| Capital Investment Advisors, LLC | 811,482 | $8.24M | 0.14% | −70,572−8.0% | Reduced |
| Royal Bank of Canada | 935,040 | $9.49M | 0.00% | +17,697+1.9% | Added |
| Chicago Partners Investment Group LLC | 1,037,324 | $10.5M | 0.27% | +6,580+0.6% | Added |
| Invesco Ltd. | 1,474,071 | $15.0M | 0.00% | +90,501+6.5% | Added |
| LPL Financial LLC | 1,690,923 | $17.2M | 0.01% | +611,275+56.6% | Added |
| Guggenheim Capital LLC | 1,734,264 | $17.6M | 0.13% | +136,200+8.5% | Added |
| Ameriprise Financial Inc | 4,109,773 | $41.7M | 0.01% | +104,093+2.6% | Added |
| Sit Investment Associates Inc | 6,416,703 | $65.1M | 1.32% | +454,214+7.6% | Added |
| Morgan Stanley | 10,048,048 | $102.0M | 0.01% | +155,232+1.6% | Added |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −530,154−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −209,918−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −191,488−100.0% | Sold out |
| Wela Strategies, Inc. | 0 | $0 | 0.00% | −46,649−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −24,668−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −24,236−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,744−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −6,093−100.0% | Sold out |
| Kentucky Trust Co | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |