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, Q4 2025
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Dec 31, 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
- 145
- +6 vs. Q3 2025
- Shares held
- 39.2M
- +540.5K (+1.4%) vs. Q3 2025
- Total value
- $388.4M
- −$3.90M (−1.0%) vs. Q3 2025
- New holders
- 20
- 47 more added
- Sold out
- 14
- 46 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,003,565 | $99.1M | 0.01% | −44,483−0.4% | Reduced |
| Sit Investment Associates Inc | 6,460,942 | $64.0M | 1.26% | +44,239+0.7% | Added |
| Ameriprise Financial Inc | 4,510,263 | $44.7M | 0.01% | +400,490+9.7% | Added |
| Guggenheim Capital LLC | 1,762,567 | $17.5M | 0.13% | +28,303+1.6% | Added |
| Invesco Ltd. | 1,454,281 | $14.4M | 0.00% | −19,790−1.3% | Reduced |
| LPL Financial LLC | 1,344,322 | $13.3M | 0.00% | −346,601−20.5% | Reduced |
| Chicago Partners Investment Group LLC | 1,050,961 | $10.4M | 0.26% | +13,637+1.3% | Added |
| Royal Bank of Canada | 976,099 | $9.67M | 0.00% | +41,059+4.4% | Added |
| Cetera Investment Advisers | 810,950 | $8.04M | 0.01% | +96,974+13.6% | Added |
| UBS Group AG | 766,564 | $7.60M | 0.00% | +50.0% | Added |
| Capital Investment Advisors, LLC | 714,065 | $7.08M | 0.11% | −97,417−12.0% | Reduced |
| Raymond James Financial Inc | 519,842 | $5.15M | 0.00% | −15,037−2.8% | Reduced |
| Janney Montgomery Scott LLC | 509,467 | $5.05M | 0.01% | +67,510+15.3% | Added |
| Cyndeo Wealth Partners, LLC | 437,128 | $4.33M | 0.23% | −5,633−1.3% | Reduced |
| Oak Hill Advisors LP | 390,403 | $3.87M | 0.63% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 375,463 | $3.72M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 362,470 | $3.59M | 0.01% | −19,061−5.0% | Reduced |
| Kanen Wealth Management LLC | 355,116 | $3.53M | 1.10% | −46,298−11.5% | Reduced |
| Wells Fargo & Company | 342,458 | $3.39M | 0.00% | +23,020+7.2% | Added |
| Bank of America Corp | 294,994 | $2.92M | 0.00% | −6,071−2.0% | Reduced |
| Stifel Financial Corp | 282,339 | $2.80M | 0.00% | −4,244−1.5% | Reduced |
| Kestra Advisory Services, LLC | 261,501 | $2.59M | 0.01% | +64,159+32.5% | Added |
| GWM Advisors LLC | 259,730 | $2.57M | 0.01% | +13,076+5.3% | Added |
| Citadel Advisors LLC | 253,591 | $2.51M | 0.00% | +253,591 | New |
| Shaker Financial Services, LLC | 239,059 | $2.37M | 0.75% | −3,655−1.5% | Reduced |
| Creative Planning | 228,398 | $2.26M | 0.00% | −29,089−11.3% | Reduced |
| Commonwealth Equity Services, LLC | 212,329 | $2.10M | 0.00% | −67,323−24.1% | Reduced |
| Thrivent Financial for Lutherans | 210,272 | $2.08M | 0.00% | −8,884−4.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 206,016 | $2.04M | 0.37% | +8,186+4.1% | Added |
| Summit Financial, LLC | 192,415 | $1.91M | 0.03% | +25,559+15.3% | Added |
| Baird Financial Group, Inc. | 178,160 | $1.77M | 0.00% | +2,878+1.6% | Added |
| Ethos Financial Group, LLC | 172,441 | $1.71M | 0.13% | −9,149−5.0% | Reduced |
| Jane Street Group, LLC | 152,300 | $1.51M | 0.00% | +120,575+380.1% | Added |
| Aviance Capital Partners, LLC | 137,910 | $1.37M | 0.16% | +6,173+4.7% | Added |
| Kennedy Investment Group | 136,816 | $1.36M | 0.51% | −58,422−29.9% | Reduced |
| Clear Creek Financial Management, LLC | 135,906 | $1.35M | 0.11% | +4,549+3.5% | Added |
| CoreCap Advisors, LLC | 128,635 | $1.27M | 0.04% | −22,630−15.0% | Reduced |
| Melfa Wealth Management, LLC | 99,828 | $989.3K | 0.57% | +2,937+3.0% | Added |
| Rockefeller Capital Management L.P. | 98,815 | $979.3K | 0.00% | +80,188+430.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 87,124 | $863.0K | 0.00% | +3,972+4.8% | Added |
| Wedbush Securities Inc | 86,701 | $859.0K | 0.03% | +8,233+10.5% | Added |
| NWF Advisory Services Inc. | 81,850 | $811.1K | 0.09% | −10,300−11.2% | Reduced |
| Independent Financial Group, LLC | 72,280 | $716.3K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 68,850 | $682.3K | 0.03% | −365−0.5% | Reduced |
| Lido Advisors, LLC | 67,894 | $679.9K | 0.00% | +38,262+129.1% | Added |
| Pin Oak Investment Advisors Inc | 63,308 | $629.0K | 0.44% | +2,300+3.8% | Added |
| Benjamin Edwards Inc | 61,006 | $604.6K | 0.01% | −9,903−14.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 60,077 | $600.2K | 0.00% | −787−1.3% | Reduced |
| Merit Financial Group, LLC | 57,359 | $568.4K | 0.00% | −276−0.5% | Reduced |
| Wolverine Asset Management LLC | 51,336 | $508.7K | 0.01% | +47,209+1,143.9% | Added |
| Readystate Asset Management LP | 51,181 | $507.2K | 0.02% | −48,189−48.5% | Reduced |
| Terry L. Blaker | 51,000 | $505.4K | 0.02% | +51,000 | New |
| Future Financial Wealth Managment LLC | 48,895 | $482.6K | 0.32% | −731−1.5% | Reduced |
| AlphaCore Capital LLC | 45,330 | $449.2K | 0.01% | +982+2.2% | Added |
| Cura Wealth Advisors, LLC | 43,903 | $435.1K | 0.16% | −14,525−24.9% | Reduced |
| Landscape Capital Management, L.L.C. | 41,350 | $409.8K | 0.03% | +41,350 | New |
| Advisory Services Network, LLC | 40,764 | $404.0K | 0.01% | −1,160−2.8% | Reduced |
| Susquehanna International Group, LLP | 40,162 | $398.0K | 0.00% | −21,522−34.9% | Reduced |
| Rock Point Advisors, LLC | 38,849 | $385.0K | 0.10% | +300+0.8% | Added |
| Fortitude Advisory Group L.L.C. | 34,824 | $345.1K | 0.15% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 34,653 | $343.4K | 0.27% | −350−1.0% | Reduced |
| Mallini Complete Financial Planning LLC | 34,051 | $337.4K | 0.27% | +348+1.0% | Added |
| Comerica Bank | 33,896 | $335.9K | 0.00% | +4,180+14.1% | Added |
| Apriem Advisors | 31,468 | $311.9K | 0.03% | +28+0.1% | Added |
| PFG Investments, LLC | 31,226 | $309.5K | 0.01% | +6,401+25.8% | Added |
| HRT Financial LP | 30,108 | $298.0K | 0.00% | +30,108 | New |
| Quad-Cities Investment Group, LLC | 29,367 | $291.0K | 0.12% | −922−3.0% | Reduced |
| Pointe Capital Management LLC | 26,240 | $260.0K | 0.13% | +5,005+23.6% | Added |
| Ashton Thomas Securities, LLC | 23,000 | $227.9K | 0.04% | +7,000+43.8% | Added |
| Envestnet Asset Management Inc | 22,599 | $224.0K | 0.00% | −9,259−29.1% | Reduced |
| Conning Inc. | 22,455 | $222.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21,681 | $214.9K | 0.00% | −10,734−33.1% | Reduced |
| National Asset Management, Inc. | 20,459 | $202.8K | 0.01% | −4,855−19.2% | Reduced |
| Iams Wealth Management, LLC | 20,000 | $198.2K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 19,767 | $195.9K | 0.00% | −4,195−17.5% | Reduced |
| MML Investors Services, LLC | 19,028 | $188.6K | 0.00% | +95+0.5% | Added |
| First Foundation Advisors | 18,611 | $184.4K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 18,319 | $181.5K | 0.01% | −1,081−5.6% | Reduced |
| Marex Group plc | 17,607 | $174.5K | 0.00% | +17,607 | New |
| Camelot Portfolios, LLC | 17,542 | $173.8K | 0.11% | −507−2.8% | Reduced |
| Dudley Capital Management, LLC | 17,383 | $172.3K | 0.08% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17,300 | $171.4K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 17,185 | $170.3K | 0.00% | −200−1.2% | Reduced |
| Pathstone Holdings, LLC | 16,465 | $163.2K | 0.00% | +30.0% | Added |
| Stephens Inc | 16,456 | $163.1K | 0.00% | −1,493−8.3% | Reduced |
| Clearstead Advisors, LLC | 16,153 | $160.1K | 0.00% | +3,383+26.5% | Added |
| Armis Advisers, LLC | 16,850 | $154.9K | 0.02% | +1,000+6.3% | Added |
| Sandy Cove Advisors, LLC | 15,600 | $154.6K | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,241 | $151.0K | 0.00% | +807+5.6% | Added |
| Cresset Asset Management, LLC | 14,400 | $142.7K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 14,263 | $141.3K | 0.01% | −2,470−14.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 13,647 | $135.2K | 0.01% | −234−1.7% | Reduced |
| CI Private Wealth, LLC | 13,562 | $134.4K | 0.00% | −5,480−28.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 13,473 | $133.5K | 0.00% | +13,473 | New |
| Cape Investment Advisory, Inc. | 13,001 | $128.8K | 0.04% | +13,001 | New |
| Eastern Bank | 13,000 | $128.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12,760 | $126.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12,688 | $125.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 12,460 | $123.5K | 0.01% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,417 | $123.1K | 0.00% | 00.0% | Unchanged |