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 |
|---|---|---|---|---|---|
| Kennedy Investment Group | 120,455 | $1.14M | 0.45% | −16,361−12.0% | Reduced |
| CoreCap Advisors, LLC | 121,655 | $1.15M | 0.04% | −6,980−5.4% | Reduced |
| Clear Creek Financial Management, LLC | 134,545 | $1.27M | 0.10% | −1,361−1.0% | Reduced |
| Aviance Capital Partners, LLC | 142,539 | $1.35M | 0.16% | +4,629+3.4% | Added |
| Wolverine Asset Management LLC | 147,296 | $1.39M | 0.02% | +95,960+186.9% | Added |
| Ethos Financial Group, LLC | 172,441 | $1.71M | 0.12% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 193,110 | $1.82M | 0.00% | −19,219−9.1% | Reduced |
| Baird Financial Group, Inc. | 203,074 | $1.92M | 0.00% | +24,914+14.0% | Added |
| Summit Financial, LLC | 208,208 | $1.97M | 0.03% | +15,793+8.2% | Added |
| Thrivent Financial for Lutherans | 225,187 | $2.13M | 0.00% | +14,915+7.1% | Added |
| Creative Planning | 228,598 | $2.16M | 0.00% | +200+0.1% | Added |
| GWM Advisors LLC | 246,001 | $2.32M | 0.01% | −13,729−5.3% | Reduced |
| Bank of America Corp | 266,324 | $2.52M | 0.00% | −28,670−9.7% | Reduced |
| Kestra Advisory Services, LLC | 284,294 | $2.69M | 0.01% | +22,793+8.7% | Added |
| Shaker Financial Services, LLC | 289,373 | $2.73M | 0.95% | +50,314+21.0% | Added |
| Stifel Financial Corp | 323,057 | $3.05M | 0.00% | +40,718+14.4% | Added |
| Wells Fargo & Company | 364,047 | $3.44M | 0.00% | +21,589+6.3% | Added |
| Advisor Group Holdings, Inc. | 372,839 | $3.52M | 0.01% | +10,369+2.9% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.55M | 0.01% | 00.0% | Unchanged |
| Kanen Wealth Management LLC | 379,816 | $3.59M | 1.29% | +24,700+7.0% | Added |
| Oak Hill Advisors LP | 390,403 | $3.69M | 0.42% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 401,237 | $3.79M | 0.20% | −35,891−8.2% | Reduced |
| Janney Montgomery Scott LLC | 520,780 | $4.92M | 0.01% | +11,313+2.2% | Added |
| Raymond James Financial Inc | 591,129 | $5.59M | 0.00% | +71,287+13.7% | Added |
| Capital Investment Advisors, LLC | 629,405 | $5.95M | 0.09% | −84,660−11.9% | Reduced |
| UBS Group AG | 717,312 | $6.78M | 0.00% | −49,252−6.4% | Reduced |
| Cetera Investment Advisers | 933,420 | $8.82M | 0.01% | +122,470+15.1% | Added |
| Royal Bank of Canada | 995,905 | $9.41M | 0.00% | +19,806+2.0% | Added |
| Chicago Partners Investment Group LLC | 1,064,177 | $10.2M | 0.23% | +13,216+1.3% | Added |
| LPL Financial LLC | 1,098,486 | $10.4M | 0.00% | −245,836−18.3% | Reduced |
| Invesco Ltd. | 1,677,489 | $15.9M | 0.00% | +223,208+15.3% | Added |
| Guggenheim Capital LLC | 1,820,371 | $17.2M | 0.14% | +57,804+3.3% | Added |
| Ameriprise Financial Inc | 4,818,007 | $45.5M | 0.01% | +307,744+6.8% | Added |
| Sit Investment Associates Inc | 7,869,208 | $74.4M | 1.51% | +1,408,266+21.8% | Added |
| Morgan Stanley | 9,819,818 | $92.8M | 0.01% | −183,747−1.8% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −253,591−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −206,016−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −51,181−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −41,350−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −30,108−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −17,607−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −16,153−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −15,241−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −13,473−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −12,460−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,830−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −3,144−100.0% | Sold out |
| Turim 21 Investimentos Ltda. | 0 | $0 | 0.00% | −1,799−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,115−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| Inlight Wealth Management, LLC | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |