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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.

Institutional holdersQ3 2025: 141 institutions
Q1 2021: 146 institutionsQ2 2021: 150 institutionsQ3 2021: 147 institutionsQ4 2021: 160 institutionsQ1 2022: 155 institutionsQ2 2022: 151 institutionsQ3 2022: 149 institutionsQ4 2022: 167 institutionsQ1 2023: 154 institutionsQ2 2023: 156 institutionsQ3 2023: 155 institutionsQ4 2023: 165 institutionsQ1 2024: 151 institutionsQ2 2024: 144 institutionsQ3 2024: 144 institutionsQ4 2024: 166 institutionsQ1 2025: 151 institutionsQ2 2025: 146 institutionsQ3 2025: 141 institutionsQ4 2025: 145 institutionsQ1 2026: 135 institutionsQ2 2026: 143 institutions
Value heldQ3 2025: $392.7M
Q1 2021: $575.1MQ2 2021: $528.4MQ3 2021: $447.1MQ4 2021: $429.4MQ1 2022: $372.1MQ2 2022: $333.6MQ3 2022: $293.9MQ4 2022: $302.9MQ1 2023: $305.6MQ2 2023: $303.7MQ3 2023: $311.2MQ4 2023: $349.5MQ1 2024: $362.6MQ2 2024: $358.6MQ3 2024: $371.1MQ4 2024: $358.7MQ1 2025: $371.9MQ2 2025: $389.8MQ3 2025: $392.7MQ4 2025: $388.4MQ1 2026: $382.9MQ2 2026: $398.9M
Institutions holding EVV and their total value by quarter
QuarterHoldersValue
Q2 2026143$398.9M
Q1 2026135$382.9M
Q4 2025145$388.4M
Q3 2025141$392.7M
Q2 2025146$389.8M
Q1 2025151$371.9M
Q4 2024166$358.7M
Q3 2024144$371.1M
Q2 2024144$358.6M
Q1 2024151$362.6M
Q4 2023165$349.5M
Q3 2023155$311.2M
Q2 2023156$303.7M
Q1 2023154$305.6M
Q4 2022167$302.9M
Q3 2022149$293.9M
Q2 2022151$333.6M
Q1 2022155$372.1M
Q4 2021160$429.4M
Q3 2021147$447.1M
Q2 2021150$528.4M
Q1 2021146$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.

Institutions holding EVV in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
WealthTrust Axiom LLC11,800$119.8K0.03%00.0%Unchanged
StoneX Group Inc.11,411$115.8K0.01%−5,416−32.2%Reduced
Oppenheimer & Co Inc11,253$114.2K0.00%+142+1.3%Added
Apollon Wealth Management, LLC10,250$104.0K0.00%00.0%Unchanged
Jackson Hole Capital Partners, LLC10,184$103.4K0.02%00.0%Unchanged
Gilbert & Cook, Inc.10,017$101.7K0.01%00.0%Unchanged
Spire Wealth Management8,223$83.5K0.00%+385+4.9%Added
Barrett & Company, Inc.7,000$71.0K0.02%00.0%Unchanged
MAI Capital Management7,000$71.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC6,834$69.6K0.00%+146+2.2%Added
Global Retirement Partners, LLC6,783$68.8K0.00%00.0%Unchanged
City Holding Co6,000$60.9K0.01%+6,000New
IFP Advisors, Inc5,813$59.0K0.00%−10.0%Reduced
Ameritas Advisory Services, LLC5,420$55.0K0.00%−30−0.6%Reduced
Byrne Asset Management LLC4,750$48.2K0.03%00.0%Unchanged
Allworth Financial LP4,356$44.2K0.00%+8+0.2%Added
Wolverine Asset Management LLC4,127$41.9K0.00%+4,127New
GPS Wealth Strategies Group, LLC4,105$41.7K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.3,400$34.5K0.02%00.0%Unchanged
Strategic Advocates LLC3,117$31.6K0.01%+3,117New
Legacy Wealth Managment, LLC2,154$21.9K0.01%+2,154New
West Branch Capital LLC2,082$21.1K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC2,000$20.3K0.00%00.0%Unchanged
Turim 21 Investimentos Ltda.1,976$20.1K0.01%+1,976New
Crewe Advisors LLC1,709$17.3K0.00%+37+2.2%Added
Northwestern Mutual Wealth Management Co1,558$15.8K0.00%+33+2.2%Added
EverSource Wealth Advisors, LLC1,500$15.2K0.00%00.0%Unchanged
Bogart Wealth, LLC1,500$15.2K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,357$13.8K0.00%−1,770−56.6%Reduced
Highline Wealth Partners LLC1,000$10.2K0.00%+1,000New
Geneos Wealth Management Inc.645$6.55K0.00%00.0%Unchanged
Inlight Wealth Management, LLC583$5.92K0.00%00.0%Unchanged
Concord Wealth Partners551$5.59K0.00%+12+2.2%Added
Central Trust Co375$3.81K0.00%+375New
Farther Finance Advisors, LLC266$2.70K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC255$2.59K0.00%00.0%Unchanged
TFC Financial Management171$1.74K0.00%+171New
Asset Dedication, LLC124$1.26K0.00%00.0%Unchanged
CWM, LLC138$1.00K0.00%−55−28.5%Reduced
Tower Research Capital LLC (TRC)16$1620.00%+9+128.6%Added
Horizon Bancorp Inc42$00.00%00.0%Unchanged
Penserra Capital Management LLC0$00.00%−530,154−100.0%Sold out
Fiera Capital Corp0$00.00%−209,918−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−191,488−100.0%Sold out
Wela Strategies, Inc.0$00.00%−46,649−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−24,668−100.0%Sold out
Virtu Financial LLC0$00.00%−24,236−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−20,000−100.0%Sold out
Citadel Advisors LLC0$00.00%−10,744−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−6,093−100.0%Sold out
Kentucky Trust Co0$00.00%−998−100.0%Sold out
Strategic Wealth Partners, Ltd.0$00.00%−700−100.0%Sold out
Evolution Wealth Management Inc.0$00.00%−453−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−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