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 |
|---|---|---|---|---|---|
| Decision Investments, Inc | 12,200 | $120.9K | 0.13% | +12,200 | New |
| Colony Group, LLC | 12,115 | $120.1K | 0.00% | +265+2.2% | Added |
| WealthTrust Axiom LLC | 11,800 | $116.9K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,402 | $113.0K | 0.00% | +149+1.3% | Added |
| Western Wealth Management, LLC | 11,162 | $110.6K | 0.01% | +11,162 | New |
| Apollon Wealth Management, LLC | 10,250 | $101.6K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 10,184 | $100.9K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 10,161 | $100.7K | 0.02% | +10,161 | New |
| MAI Capital Management | 8,100 | $80.3K | 0.00% | +1,100+15.7% | Added |
| Spire Wealth Management | 7,838 | $77.7K | 0.00% | −385−4.7% | Reduced |
| Barrett & Company, Inc. | 7,000 | $69.4K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,946 | $68.6K | 0.00% | +112+1.6% | Added |
| Global Retirement Partners, LLC | 6,783 | $67.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 6,000 | $59.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,813 | $57.6K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,750 | $47.1K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 4,365 | $43.3K | 0.00% | +9+0.2% | Added |
| SRS Capital Advisors, Inc. | 3,830 | $38.0K | 0.00% | +3,830 | New |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $33.7K | 0.02% | 00.0% | Unchanged |
| Strategic Advocates LLC | 3,144 | $31.3K | 0.01% | +27+0.9% | Added |
| West Branch Capital LLC | 2,097 | $20.8K | 0.01% | +15+0.7% | Added |
| Turim 21 Investimentos Ltda. | 1,799 | $17.8K | 0.01% | −177−9.0% | Reduced |
| Farther Finance Advisors, LLC | 1,788 | $17.7K | 0.00% | +1,522+572.2% | Added |
| Crewe Advisors LLC | 1,749 | $17.3K | 0.00% | +40+2.3% | Added |
| 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 |
| Legacy Wealth Managment, LLC | 1,173 | $11.6K | 0.01% | −981−45.5% | Reduced |
| Assetmark, Inc | 1,150 | $11.4K | 0.00% | +1,150 | New |
| SageView Advisory Group, LLC | 1,115 | $11.1K | 0.00% | +1,115 | New |
| Northwestern Mutual Wealth Management Co | 1,061 | $10.5K | 0.00% | −497−31.9% | Reduced |
| 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 |
| Godfrey Financial Associates, Inc. | 833 | $8.26K | 0.01% | +833 | New |
| Geneos Wealth Management Inc. | 645 | $6.39K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 583 | $5.78K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 573 | $5.68K | 0.01% | +573 | New |
| CX Institutional | 513 | $5.00K | 0.00% | +513 | New |
| Smartleaf Asset Management LLC | 500 | $4.97K | 0.00% | +500 | New |
| The PNC Financial Services Group, Inc. | 477 | $4.72K | 0.00% | −880−64.8% | Reduced |
| Parallel Advisors, LLC | 408 | $4.04K | 0.00% | +408 | New |
| CWM, LLC | 419 | $4.00K | 0.00% | +281+203.6% | Added |
| Concord Wealth Partners | 263 | $2.61K | 0.00% | −288−52.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 255 | $2.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 130 | $1.29K | 0.00% | +130 | New |
| Horizon Bancorp Inc | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |