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 |
|---|---|---|---|---|---|
| Eastern Bank | 11,000 | $104.0K | 0.00% | −2,000−15.4% | Reduced |
| XTX Topco Ltd | 10,907 | $103.1K | 0.00% | +10,907 | New |
| Ellis Investment Partners, LLC | 10,896 | $103.0K | 0.02% | +735+7.2% | Added |
| Garden State Investment Advisory Services LLC | 10,489 | $99.1K | 0.02% | +10,489 | New |
| Apollon Wealth Management, LLC | 10,250 | $96.9K | 0.00% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 10,184 | $96.2K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $94.5K | 0.00% | +10,000 | New |
| MAI Capital Management | 8,100 | $76.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7,838 | $74.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7,267 | $68.3K | 0.00% | +321+4.6% | Added |
| Barrett & Company, Inc. | 7,000 | $66.2K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 6,000 | $56.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,813 | $54.9K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,750 | $44.9K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 4,374 | $41.3K | 0.00% | +9+0.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $32.1K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,539 | $31.9K | 0.00% | +3,539 | New |
| Farther Finance Advisors, LLC | 2,838 | $26.7K | 0.00% | +1,050+58.7% | Added |
| West Branch Capital LLC | 2,128 | $20.1K | 0.01% | +31+1.5% | Added |
| Axiom Investment Management LLC | 1,921 | $18.2K | 0.01% | +1,921 | New |
| Crewe Advisors LLC | 1,789 | $16.9K | 0.00% | +40+2.3% | Added |
| 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 |
| Legacy Wealth Managment, LLC | 1,173 | $11.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 918 | $8.68K | 0.00% | +499+119.1% | Added |
| Godfrey Financial Associates, Inc. | 833 | $7.87K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 586 | $5.51K | 0.00% | +13+2.3% | Added |
| Smartleaf Asset Management LLC | 500 | $4.54K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 477 | $4.50K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 272 | $2.57K | 0.00% | −789−74.4% | Reduced |
| Assetmark, Inc | 170 | $1.61K | 0.00% | −980−85.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1 | $9 | 0.00% | +1 | New |
| Horizon Bancorp Inc | 42 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |