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 |
|---|---|---|---|---|---|
| Horizon Bancorp Inc | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 130 | $1.29K | 0.00% | +130 | New |
| Bartlett & Co. Wealth Management LLC | 255 | $2.53K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 263 | $2.61K | 0.00% | −288−52.3% | Reduced |
| CWM, LLC | 419 | $4.00K | 0.00% | +281+203.6% | Added |
| Parallel Advisors, LLC | 408 | $4.04K | 0.00% | +408 | New |
| The PNC Financial Services Group, Inc. | 477 | $4.72K | 0.00% | −880−64.8% | Reduced |
| Smartleaf Asset Management LLC | 500 | $4.97K | 0.00% | +500 | New |
| CX Institutional | 513 | $5.00K | 0.00% | +513 | New |
| Ares Financial Consulting, LLC | 573 | $5.68K | 0.01% | +573 | New |
| Inlight Wealth Management, LLC | 583 | $5.78K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 645 | $6.39K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 833 | $8.26K | 0.01% | +833 | New |
| Highline Wealth Partners LLC | 1,000 | $9.91K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1,000 | $9.91K | 0.00% | +1,000 | New |
| Northwestern Mutual Wealth Management Co | 1,061 | $10.5K | 0.00% | −497−31.9% | Reduced |
| SageView Advisory Group, LLC | 1,115 | $11.1K | 0.00% | +1,115 | New |
| Assetmark, Inc | 1,150 | $11.4K | 0.00% | +1,150 | New |
| Legacy Wealth Managment, LLC | 1,173 | $11.6K | 0.01% | −981−45.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,500 | $14.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,500 | $14.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,749 | $17.3K | 0.00% | +40+2.3% | Added |
| Farther Finance Advisors, LLC | 1,788 | $17.7K | 0.00% | +1,522+572.2% | Added |
| Turim 21 Investimentos Ltda. | 1,799 | $17.8K | 0.01% | −177−9.0% | Reduced |
| West Branch Capital LLC | 2,097 | $20.8K | 0.01% | +15+0.7% | Added |
| Strategic Advocates LLC | 3,144 | $31.3K | 0.01% | +27+0.9% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $33.7K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,830 | $38.0K | 0.00% | +3,830 | New |
| Allworth Financial LP | 4,365 | $43.3K | 0.00% | +9+0.2% | Added |
| Byrne Asset Management LLC | 4,750 | $47.1K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,813 | $57.6K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 6,000 | $59.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,783 | $67.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,946 | $68.6K | 0.00% | +112+1.6% | Added |
| Barrett & Company, Inc. | 7,000 | $69.4K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 7,838 | $77.7K | 0.00% | −385−4.7% | Reduced |
| MAI Capital Management | 8,100 | $80.3K | 0.00% | +1,100+15.7% | Added |
| Ellis Investment Partners, LLC | 10,161 | $100.7K | 0.02% | +10,161 | New |
| Jackson Hole Capital Partners, LLC | 10,184 | $100.9K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,250 | $101.6K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 11,162 | $110.6K | 0.01% | +11,162 | New |
| Oppenheimer & Co Inc | 11,402 | $113.0K | 0.00% | +149+1.3% | Added |
| WealthTrust Axiom LLC | 11,800 | $116.9K | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 12,115 | $120.1K | 0.00% | +265+2.2% | Added |
| Decision Investments, Inc | 12,200 | $120.9K | 0.13% | +12,200 | New |
| Horizon Kinetics Asset Management LLC | 12,417 | $123.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 12,460 | $123.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12,688 | $125.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12,760 | $126.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 13,000 | $128.8K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13,001 | $128.8K | 0.04% | +13,001 | New |
| Williams Jones Wealth Management, LLC. | 13,473 | $133.5K | 0.00% | +13,473 | New |
| CI Private Wealth, LLC | 13,562 | $134.4K | 0.00% | −5,480−28.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 13,647 | $135.2K | 0.01% | −234−1.7% | Reduced |
| ProVise Management Group, LLC | 14,263 | $141.3K | 0.01% | −2,470−14.8% | Reduced |
| Cresset Asset Management, LLC | 14,400 | $142.7K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,241 | $151.0K | 0.00% | +807+5.6% | Added |
| Sandy Cove Advisors, LLC | 15,600 | $154.6K | 0.05% | 00.0% | Unchanged |
| Armis Advisers, LLC | 16,850 | $154.9K | 0.02% | +1,000+6.3% | Added |
| Clearstead Advisors, LLC | 16,153 | $160.1K | 0.00% | +3,383+26.5% | Added |
| Stephens Inc | 16,456 | $163.1K | 0.00% | −1,493−8.3% | Reduced |
| Pathstone Holdings, LLC | 16,465 | $163.2K | 0.00% | +30.0% | Added |
| Concurrent Investment Advisors, LLC | 17,185 | $170.3K | 0.00% | −200−1.2% | Reduced |
| NBC Securities, Inc. | 17,300 | $171.4K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 17,383 | $172.3K | 0.08% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 17,542 | $173.8K | 0.11% | −507−2.8% | Reduced |
| Marex Group plc | 17,607 | $174.5K | 0.00% | +17,607 | New |
| Moors & Cabot, Inc. | 18,319 | $181.5K | 0.01% | −1,081−5.6% | Reduced |
| First Foundation Advisors | 18,611 | $184.4K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 19,028 | $188.6K | 0.00% | +95+0.5% | Added |
| Private Advisor Group, LLC | 19,767 | $195.9K | 0.00% | −4,195−17.5% | Reduced |
| Iams Wealth Management, LLC | 20,000 | $198.2K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,459 | $202.8K | 0.01% | −4,855−19.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,681 | $214.9K | 0.00% | −10,734−33.1% | Reduced |
| Conning Inc. | 22,455 | $222.5K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 22,599 | $224.0K | 0.00% | −9,259−29.1% | Reduced |
| Ashton Thomas Securities, LLC | 23,000 | $227.9K | 0.04% | +7,000+43.8% | Added |
| Pointe Capital Management LLC | 26,240 | $260.0K | 0.13% | +5,005+23.6% | Added |
| Quad-Cities Investment Group, LLC | 29,367 | $291.0K | 0.12% | −922−3.0% | Reduced |
| HRT Financial LP | 30,108 | $298.0K | 0.00% | +30,108 | New |
| PFG Investments, LLC | 31,226 | $309.5K | 0.01% | +6,401+25.8% | Added |
| Apriem Advisors | 31,468 | $311.9K | 0.03% | +28+0.1% | Added |
| Comerica Bank | 33,896 | $335.9K | 0.00% | +4,180+14.1% | Added |
| Mallini Complete Financial Planning LLC | 34,051 | $337.4K | 0.27% | +348+1.0% | Added |
| Virtue Asset Management LLC | 34,653 | $343.4K | 0.27% | −350−1.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 34,824 | $345.1K | 0.15% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 38,849 | $385.0K | 0.10% | +300+0.8% | Added |
| Susquehanna International Group, LLP | 40,162 | $398.0K | 0.00% | −21,522−34.9% | Reduced |
| Advisory Services Network, LLC | 40,764 | $404.0K | 0.01% | −1,160−2.8% | Reduced |
| Landscape Capital Management, L.L.C. | 41,350 | $409.8K | 0.03% | +41,350 | New |
| Cura Wealth Advisors, LLC | 43,903 | $435.1K | 0.16% | −14,525−24.9% | Reduced |
| AlphaCore Capital LLC | 45,330 | $449.2K | 0.01% | +982+2.2% | Added |
| Future Financial Wealth Managment LLC | 48,895 | $482.6K | 0.32% | −731−1.5% | Reduced |
| Terry L. Blaker | 51,000 | $505.4K | 0.02% | +51,000 | New |
| Readystate Asset Management LP | 51,181 | $507.2K | 0.02% | −48,189−48.5% | Reduced |
| Wolverine Asset Management LLC | 51,336 | $508.7K | 0.01% | +47,209+1,143.9% | Added |
| Merit Financial Group, LLC | 57,359 | $568.4K | 0.00% | −276−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 60,077 | $600.2K | 0.00% | −787−1.3% | Reduced |
| Benjamin Edwards Inc | 61,006 | $604.6K | 0.01% | −9,903−14.0% | Reduced |
| Pin Oak Investment Advisors Inc | 63,308 | $629.0K | 0.44% | +2,300+3.8% | Added |