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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 67,894 | $679.9K | 0.00% | +38,262+129.1% | Added |
| Flagship Harbor Advisors, LLC | 68,850 | $682.3K | 0.03% | −365−0.5% | Reduced |
| Independent Financial Group, LLC | 72,280 | $716.3K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 81,850 | $811.1K | 0.09% | −10,300−11.2% | Reduced |
| Wedbush Securities Inc | 86,701 | $859.0K | 0.03% | +8,233+10.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 87,124 | $863.0K | 0.00% | +3,972+4.8% | Added |
| Rockefeller Capital Management L.P. | 98,815 | $979.3K | 0.00% | +80,188+430.5% | Added |
| Melfa Wealth Management, LLC | 99,828 | $989.3K | 0.57% | +2,937+3.0% | Added |
| CoreCap Advisors, LLC | 128,635 | $1.27M | 0.04% | −22,630−15.0% | Reduced |
| Clear Creek Financial Management, LLC | 135,906 | $1.35M | 0.11% | +4,549+3.5% | Added |
| Kennedy Investment Group | 136,816 | $1.36M | 0.51% | −58,422−29.9% | Reduced |
| Aviance Capital Partners, LLC | 137,910 | $1.37M | 0.16% | +6,173+4.7% | Added |
| Jane Street Group, LLC | 152,300 | $1.51M | 0.00% | +120,575+380.1% | Added |
| Ethos Financial Group, LLC | 172,441 | $1.71M | 0.13% | −9,149−5.0% | Reduced |
| Baird Financial Group, Inc. | 178,160 | $1.77M | 0.00% | +2,878+1.6% | Added |
| Summit Financial, LLC | 192,415 | $1.91M | 0.03% | +25,559+15.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 206,016 | $2.04M | 0.37% | +8,186+4.1% | Added |
| Thrivent Financial for Lutherans | 210,272 | $2.08M | 0.00% | −8,884−4.1% | Reduced |
| Commonwealth Equity Services, LLC | 212,329 | $2.10M | 0.00% | −67,323−24.1% | Reduced |
| Creative Planning | 228,398 | $2.26M | 0.00% | −29,089−11.3% | Reduced |
| Shaker Financial Services, LLC | 239,059 | $2.37M | 0.75% | −3,655−1.5% | Reduced |
| Citadel Advisors LLC | 253,591 | $2.51M | 0.00% | +253,591 | New |
| GWM Advisors LLC | 259,730 | $2.57M | 0.01% | +13,076+5.3% | Added |
| Kestra Advisory Services, LLC | 261,501 | $2.59M | 0.01% | +64,159+32.5% | Added |
| Stifel Financial Corp | 282,339 | $2.80M | 0.00% | −4,244−1.5% | Reduced |
| Bank of America Corp | 294,994 | $2.92M | 0.00% | −6,071−2.0% | Reduced |
| Wells Fargo & Company | 342,458 | $3.39M | 0.00% | +23,020+7.2% | Added |
| Kanen Wealth Management LLC | 355,116 | $3.53M | 1.10% | −46,298−11.5% | Reduced |
| Advisor Group Holdings, Inc. | 362,470 | $3.59M | 0.01% | −19,061−5.0% | Reduced |
| Cohen & Steers, Inc. | 375,463 | $3.72M | 0.01% | 00.0% | Unchanged |
| Oak Hill Advisors LP | 390,403 | $3.87M | 0.63% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 437,128 | $4.33M | 0.23% | −5,633−1.3% | Reduced |
| Janney Montgomery Scott LLC | 509,467 | $5.05M | 0.01% | +67,510+15.3% | Added |
| Raymond James Financial Inc | 519,842 | $5.15M | 0.00% | −15,037−2.8% | Reduced |
| Capital Investment Advisors, LLC | 714,065 | $7.08M | 0.11% | −97,417−12.0% | Reduced |
| UBS Group AG | 766,564 | $7.60M | 0.00% | +50.0% | Added |
| Cetera Investment Advisers | 810,950 | $8.04M | 0.01% | +96,974+13.6% | Added |
| Royal Bank of Canada | 976,099 | $9.67M | 0.00% | +41,059+4.4% | Added |
| Chicago Partners Investment Group LLC | 1,050,961 | $10.4M | 0.26% | +13,637+1.3% | Added |
| LPL Financial LLC | 1,344,322 | $13.3M | 0.00% | −346,601−20.5% | Reduced |
| Invesco Ltd. | 1,454,281 | $14.4M | 0.00% | −19,790−1.3% | Reduced |
| Guggenheim Capital LLC | 1,762,567 | $17.5M | 0.13% | +28,303+1.6% | Added |
| Ameriprise Financial Inc | 4,510,263 | $44.7M | 0.01% | +400,490+9.7% | Added |
| Sit Investment Associates Inc | 6,460,942 | $64.0M | 1.26% | +44,239+0.7% | Added |
| Morgan Stanley | 10,003,565 | $99.1M | 0.01% | −44,483−0.4% | Reduced |
| Fountainhead AM, LLC | 0 | $0 | 0.00% | −37,564−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −24,878−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Garden State Investment Advisory Services LLC | 0 | $0 | 0.00% | −12,944−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −12,169−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −11,411−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −10,017−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −5,420−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −4,105−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Mendel Capital Management LLC | – | – | – | – | Not filed |
| Stonegate Investment Group, LLC | – | – | – | – | Not filed |