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 |
|---|---|---|---|---|---|
| Horizon Bancorp Inc | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1 | $9 | 0.00% | +1 | New |
| Assetmark, Inc | 170 | $1.61K | 0.00% | −980−85.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 272 | $2.57K | 0.00% | −789−74.4% | Reduced |
| The PNC Financial Services Group, Inc. | 477 | $4.50K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 500 | $4.54K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 586 | $5.51K | 0.00% | +13+2.3% | Added |
| Godfrey Financial Associates, Inc. | 833 | $7.87K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 918 | $8.68K | 0.00% | +499+119.1% | Added |
| SHP Wealth Management | 1,000 | $9.45K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1,000 | $9.45K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 1,173 | $11.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,500 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,500 | $14.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,789 | $16.9K | 0.00% | +40+2.3% | Added |
| Axiom Investment Management LLC | 1,921 | $18.2K | 0.01% | +1,921 | New |
| West Branch Capital LLC | 2,128 | $20.1K | 0.01% | +31+1.5% | Added |
| Farther Finance Advisors, LLC | 2,838 | $26.7K | 0.00% | +1,050+58.7% | Added |
| Jones Financial Companies LLLP | 3,539 | $31.9K | 0.00% | +3,539 | New |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $32.1K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 4,374 | $41.3K | 0.00% | +9+0.2% | Added |
| Byrne Asset Management LLC | 4,750 | $44.9K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,813 | $54.9K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 6,000 | $56.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7,000 | $66.2K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7,267 | $68.3K | 0.00% | +321+4.6% | Added |
| Spire Wealth Management | 7,838 | $74.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 8,100 | $76.5K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $94.5K | 0.00% | +10,000 | New |
| Jackson Hole Capital Partners, LLC | 10,184 | $96.2K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,250 | $96.9K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 10,489 | $99.1K | 0.02% | +10,489 | New |
| Ellis Investment Partners, LLC | 10,896 | $103.0K | 0.02% | +735+7.2% | Added |
| XTX Topco Ltd | 10,907 | $103.1K | 0.00% | +10,907 | New |
| Eastern Bank | 11,000 | $104.0K | 0.00% | −2,000−15.4% | Reduced |
| Western Wealth Management, LLC | 11,162 | $105.5K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 11,800 | $111.5K | 0.03% | 00.0% | Unchanged |
| Decision Investments, Inc | 12,100 | $114.3K | 0.13% | −100−0.8% | Reduced |
| Cape Investment Advisory, Inc. | 12,186 | $115.2K | 0.04% | −815−6.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,417 | $117.3K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12,760 | $120.6K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 13,063 | $123.4K | 0.01% | −1,200−8.4% | Reduced |
| Mercer Global Advisors Inc | 13,332 | $126.0K | 0.00% | +13,332 | New |
| Onyx Bridge Wealth Group LLC | 14,130 | $133.5K | 0.01% | +483+3.5% | Added |
| CI Private Wealth, LLC | 14,298 | $135.1K | 0.00% | +736+5.4% | Added |
| Harbour Investments, Inc. | 14,330 | $135.4K | 0.00% | +1,642+12.9% | Added |
| Cresset Asset Management, LLC | 14,400 | $136.1K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 15,039 | $142.1K | 0.00% | +15,039 | New |
| Moors & Cabot, Inc. | 15,340 | $145.0K | 0.01% | −2,979−16.3% | Reduced |
| Sandy Cove Advisors, LLC | 15,600 | $147.4K | 0.04% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 16,468 | $155.6K | 0.00% | +30.0% | Added |
| Camelot Portfolios, LLC | 16,621 | $157.1K | 0.12% | −921−5.3% | Reduced |
| Armis Advisers, LLC | 16,850 | $157.4K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 16,949 | $160.2K | 0.00% | +5,547+48.6% | Added |
| WealthTrust Asset Management, LLC | 16,994 | $160.6K | 0.10% | +16,994 | New |
| Stephens Inc | 17,156 | $162.1K | 0.00% | +700+4.3% | Added |
| Concurrent Investment Advisors, LLC | 17,185 | $162.4K | 0.00% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 17,383 | $164.3K | 0.07% | 00.0% | Unchanged |
| NBC Securities, Inc. | 18,300 | $172.9K | 0.01% | +1,000+5.8% | Added |
| First Foundation Advisors | 18,611 | $175.9K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 19,644 | $185.6K | 0.00% | +19,644 | New |
| National Asset Management, Inc. | 20,556 | $186.5K | 0.01% | +97+0.5% | Added |
| Private Advisor Group, LLC | 19,767 | $186.8K | 0.00% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 20,000 | $189.0K | 0.07% | 00.0% | Unchanged |
| Terry L. Blaker | 21,000 | $198.4K | 0.01% | −30,000−58.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,768 | $205.7K | 0.00% | +87+0.4% | Added |
| Conning Inc. | 22,455 | $212.2K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 24,254 | $229.2K | 0.00% | −128,046−84.1% | Reduced |
| MML Investors Services, LLC | 24,309 | $229.7K | 0.00% | +5,281+27.8% | Added |
| Mendel Capital Management LLC | 27,242 | $257.4K | 0.13% | +27,242 | New |
| Ashton Thomas Securities, LLC | 28,000 | $264.6K | 0.03% | +5,000+21.7% | Added |
| Quad-Cities Investment Group, LLC | 29,493 | $278.7K | 0.11% | +126+0.4% | Added |
| AlphaCore Capital LLC | 30,000 | $283.5K | 0.01% | −15,330−33.8% | Reduced |
| Virtue Asset Management LLC | 30,975 | $292.7K | 0.23% | −3,678−10.6% | Reduced |
| Apriem Advisors | 31,498 | $297.7K | 0.03% | +30+0.1% | Added |
| PFG Investments, LLC | 31,593 | $298.5K | 0.01% | +367+1.2% | Added |
| Fifth Third Bancorp | 34,252 | $323.7K | 0.00% | +34,252 | New |
| Cura Wealth Advisors, LLC | 34,400 | $325.1K | 0.15% | −9,503−21.6% | Reduced |
| Mallini Complete Financial Planning LLC | 34,415 | $325.2K | 0.26% | +364+1.1% | Added |
| Fortitude Advisory Group L.L.C. | 34,824 | $329.1K | 0.15% | 00.0% | Unchanged |
| Wealth Effects LLC | 36,095 | $341.1K | 0.12% | +36,095 | New |
| Envestnet Asset Management Inc | 37,837 | $357.6K | 0.00% | +15,238+67.4% | Added |
| Rock Point Advisors, LLC | 38,749 | $366.2K | 0.10% | −100−0.3% | Reduced |
| Advisory Services Network, LLC | 40,764 | $385.2K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 48,127 | $454.8K | 0.23% | +21,887+83.4% | Added |
| Future Financial Wealth Managment LLC | 48,157 | $457.0K | 0.29% | −738−1.5% | Reduced |
| Susquehanna International Group, LLP | 53,765 | $508.1K | 0.00% | +13,603+33.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,769 | $522.0K | 0.00% | −4,308−7.2% | Reduced |
| Merit Financial Group, LLC | 57,855 | $546.7K | 0.00% | +496+0.9% | Added |
| Benjamin Edwards Inc | 61,246 | $578.8K | 0.01% | +240+0.4% | Added |
| Pin Oak Investment Advisors Inc | 62,173 | $588.0K | 0.42% | −1,135−1.8% | Reduced |
| Flagship Harbor Advisors, LLC | 66,524 | $628.6K | 0.03% | −2,326−3.4% | Reduced |
| Lido Advisors, LLC | 68,626 | $648.5K | 0.00% | +732+1.1% | Added |
| Independent Financial Group, LLC | 79,289 | $749.3K | 0.02% | +7,009+9.7% | Added |
| NWF Advisory Services Inc. | 81,850 | $773.5K | 0.09% | 00.0% | Unchanged |
| Colony Group, LLC | 83,046 | $784.8K | 0.00% | +70,931+585.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 85,756 | $810.0K | 0.00% | −1,368−1.6% | Reduced |
| Wedbush Securities Inc | 93,632 | $885.0K | 0.03% | +6,931+8.0% | Added |
| Rockefeller Capital Management L.P. | 93,930 | $887.6K | 0.00% | −4,885−4.9% | Reduced |
| Melfa Wealth Management, LLC | 99,606 | $941.3K | 0.54% | −222−0.2% | Reduced |