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, Q1 2026
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Mar 31, 2026. 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
- 135
- −8 vs. Q4 2025
- Shares held
- 40.5M
- +1.36M (+3.5%) vs. Q4 2025
- Total value
- $382.9M
- −$5.05M (−1.3%) vs. Q4 2025
- New holders
- 13
- 53 more added
- Sold out
- 21
- 32 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,819,818 | $92.8M | 0.01% | −183,747−1.8% | Reduced |
| Sit Investment Associates Inc | 7,869,208 | $74.4M | 1.51% | +1,408,266+21.8% | Added |
| Ameriprise Financial Inc | 4,818,007 | $45.5M | 0.01% | +307,744+6.8% | Added |
| Guggenheim Capital LLC | 1,820,371 | $17.2M | 0.14% | +57,804+3.3% | Added |
| Invesco Ltd. | 1,677,489 | $15.9M | 0.00% | +223,208+15.3% | Added |
| LPL Financial LLC | 1,098,486 | $10.4M | 0.00% | −245,836−18.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,064,177 | $10.2M | 0.23% | +13,216+1.3% | Added |
| Royal Bank of Canada | 995,905 | $9.41M | 0.00% | +19,806+2.0% | Added |
| Cetera Investment Advisers | 933,420 | $8.82M | 0.01% | +122,470+15.1% | Added |
| UBS Group AG | 717,312 | $6.78M | 0.00% | −49,252−6.4% | Reduced |
| Capital Investment Advisors, LLC | 629,405 | $5.95M | 0.09% | −84,660−11.9% | Reduced |
| Raymond James Financial Inc | 591,129 | $5.59M | 0.00% | +71,287+13.7% | Added |
| Janney Montgomery Scott LLC | 520,780 | $4.92M | 0.01% | +11,313+2.2% | Added |
| Cyndeo Wealth Partners, LLC | 401,237 | $3.79M | 0.20% | −35,891−8.2% | Reduced |
| Oak Hill Advisors LP | 390,403 | $3.69M | 0.42% | 00.0% | Unchanged |
| Kanen Wealth Management LLC | 379,816 | $3.59M | 1.29% | +24,700+7.0% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.55M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 372,839 | $3.52M | 0.01% | +10,369+2.9% | Added |
| Wells Fargo & Company | 364,047 | $3.44M | 0.00% | +21,589+6.3% | Added |
| Stifel Financial Corp | 323,057 | $3.05M | 0.00% | +40,718+14.4% | Added |
| Shaker Financial Services, LLC | 289,373 | $2.73M | 0.95% | +50,314+21.0% | Added |
| Kestra Advisory Services, LLC | 284,294 | $2.69M | 0.01% | +22,793+8.7% | Added |
| Bank of America Corp | 266,324 | $2.52M | 0.00% | −28,670−9.7% | Reduced |
| GWM Advisors LLC | 246,001 | $2.32M | 0.01% | −13,729−5.3% | Reduced |
| Creative Planning | 228,598 | $2.16M | 0.00% | +200+0.1% | Added |
| Thrivent Financial for Lutherans | 225,187 | $2.13M | 0.00% | +14,915+7.1% | Added |
| Summit Financial, LLC | 208,208 | $1.97M | 0.03% | +15,793+8.2% | Added |
| Baird Financial Group, Inc. | 203,074 | $1.92M | 0.00% | +24,914+14.0% | Added |
| Commonwealth Equity Services, LLC | 193,110 | $1.82M | 0.00% | −19,219−9.1% | Reduced |
| Ethos Financial Group, LLC | 172,441 | $1.71M | 0.12% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 147,296 | $1.39M | 0.02% | +95,960+186.9% | Added |
| Aviance Capital Partners, LLC | 142,539 | $1.35M | 0.16% | +4,629+3.4% | Added |
| Clear Creek Financial Management, LLC | 134,545 | $1.27M | 0.10% | −1,361−1.0% | Reduced |
| CoreCap Advisors, LLC | 121,655 | $1.15M | 0.04% | −6,980−5.4% | Reduced |
| Kennedy Investment Group | 120,455 | $1.14M | 0.45% | −16,361−12.0% | Reduced |
| Melfa Wealth Management, LLC | 99,606 | $941.3K | 0.54% | −222−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 93,930 | $887.6K | 0.00% | −4,885−4.9% | Reduced |
| Wedbush Securities Inc | 93,632 | $885.0K | 0.03% | +6,931+8.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 85,756 | $810.0K | 0.00% | −1,368−1.6% | Reduced |
| Colony Group, LLC | 83,046 | $784.8K | 0.00% | +70,931+585.5% | Added |
| NWF Advisory Services Inc. | 81,850 | $773.5K | 0.09% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 79,289 | $749.3K | 0.02% | +7,009+9.7% | Added |
| Lido Advisors, LLC | 68,626 | $648.5K | 0.00% | +732+1.1% | Added |
| Flagship Harbor Advisors, LLC | 66,524 | $628.6K | 0.03% | −2,326−3.4% | Reduced |
| Pin Oak Investment Advisors Inc | 62,173 | $588.0K | 0.42% | −1,135−1.8% | Reduced |
| Benjamin Edwards Inc | 61,246 | $578.8K | 0.01% | +240+0.4% | Added |
| Merit Financial Group, LLC | 57,855 | $546.7K | 0.00% | +496+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,769 | $522.0K | 0.00% | −4,308−7.2% | Reduced |
| Susquehanna International Group, LLP | 53,765 | $508.1K | 0.00% | +13,603+33.9% | Added |
| Future Financial Wealth Managment LLC | 48,157 | $457.0K | 0.29% | −738−1.5% | Reduced |
| Pointe Capital Management LLC | 48,127 | $454.8K | 0.23% | +21,887+83.4% | Added |
| Advisory Services Network, LLC | 40,764 | $385.2K | 0.01% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 38,749 | $366.2K | 0.10% | −100−0.3% | Reduced |
| Envestnet Asset Management Inc | 37,837 | $357.6K | 0.00% | +15,238+67.4% | Added |
| Wealth Effects LLC | 36,095 | $341.1K | 0.12% | +36,095 | New |
| Fortitude Advisory Group L.L.C. | 34,824 | $329.1K | 0.15% | 00.0% | Unchanged |
| Mallini Complete Financial Planning LLC | 34,415 | $325.2K | 0.26% | +364+1.1% | Added |
| Cura Wealth Advisors, LLC | 34,400 | $325.1K | 0.15% | −9,503−21.6% | Reduced |
| Fifth Third Bancorp | 34,252 | $323.7K | 0.00% | +34,252 | New |
| PFG Investments, LLC | 31,593 | $298.5K | 0.01% | +367+1.2% | Added |
| Apriem Advisors | 31,498 | $297.7K | 0.03% | +30+0.1% | Added |
| Virtue Asset Management LLC | 30,975 | $292.7K | 0.23% | −3,678−10.6% | Reduced |
| AlphaCore Capital LLC | 30,000 | $283.5K | 0.01% | −15,330−33.8% | Reduced |
| Quad-Cities Investment Group, LLC | 29,493 | $278.7K | 0.11% | +126+0.4% | Added |
| Ashton Thomas Securities, LLC | 28,000 | $264.6K | 0.03% | +5,000+21.7% | Added |
| Mendel Capital Management LLC | 27,242 | $257.4K | 0.13% | +27,242 | New |
| MML Investors Services, LLC | 24,309 | $229.7K | 0.00% | +5,281+27.8% | Added |
| Jane Street Group, LLC | 24,254 | $229.2K | 0.00% | −128,046−84.1% | Reduced |
| Conning Inc. | 22,455 | $212.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21,768 | $205.7K | 0.00% | +87+0.4% | Added |
| Terry L. Blaker | 21,000 | $198.4K | 0.01% | −30,000−58.8% | Reduced |
| Iams Wealth Management, LLC | 20,000 | $189.0K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 19,767 | $186.8K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,556 | $186.5K | 0.01% | +97+0.5% | Added |
| Boothbay Fund Management, LLC | 19,644 | $185.6K | 0.00% | +19,644 | New |
| First Foundation Advisors | 18,611 | $175.9K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 18,300 | $172.9K | 0.01% | +1,000+5.8% | Added |
| Dudley Capital Management, LLC | 17,383 | $164.3K | 0.07% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 17,185 | $162.4K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 17,156 | $162.1K | 0.00% | +700+4.3% | Added |
| WealthTrust Asset Management, LLC | 16,994 | $160.6K | 0.10% | +16,994 | New |
| Oppenheimer & Co Inc | 16,949 | $160.2K | 0.00% | +5,547+48.6% | Added |
| Armis Advisers, LLC | 16,850 | $157.4K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 16,621 | $157.1K | 0.12% | −921−5.3% | Reduced |
| Pathstone Holdings, LLC | 16,468 | $155.6K | 0.00% | +30.0% | Added |
| Sandy Cove Advisors, LLC | 15,600 | $147.4K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 15,340 | $145.0K | 0.01% | −2,979−16.3% | Reduced |
| Balyasny Asset Management LLC | 15,039 | $142.1K | 0.00% | +15,039 | New |
| Cresset Asset Management, LLC | 14,400 | $136.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14,330 | $135.4K | 0.00% | +1,642+12.9% | Added |
| CI Private Wealth, LLC | 14,298 | $135.1K | 0.00% | +736+5.4% | Added |
| Onyx Bridge Wealth Group LLC | 14,130 | $133.5K | 0.01% | +483+3.5% | Added |
| Mercer Global Advisors Inc | 13,332 | $126.0K | 0.00% | +13,332 | New |
| ProVise Management Group, LLC | 13,063 | $123.4K | 0.01% | −1,200−8.4% | Reduced |
| Hollencrest Capital Management | 12,760 | $120.6K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,417 | $117.3K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 12,186 | $115.2K | 0.04% | −815−6.3% | Reduced |
| Decision Investments, Inc | 12,100 | $114.3K | 0.13% | −100−0.8% | Reduced |
| WealthTrust Axiom LLC | 11,800 | $111.5K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 11,162 | $105.5K | 0.00% | 00.0% | Unchanged |