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, Q2 2026
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Jun 30, 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
- 143
- +10 vs. Q1 2026
- Shares held
- 42.6M
- +2.10M (+5.2%) vs. Q1 2026
- Total value
- $398.9M
- +$16.1M (+4.2%) vs. Q1 2026
- New holders
- 20
- 48 more added
- Sold out
- 10
- 39 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Bancorp Inc | 42 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $900 | 0.00% | +96 | New |
| Assetmark, Inc | 170 | $1.59K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 175 | $2.00K | 0.00% | +175 | New |
| Concord Wealth Partners | 276 | $2.58K | 0.00% | +276 | New |
| The PNC Financial Services Group, Inc. | 477 | $4.47K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 500 | $4.67K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 599 | $5.62K | 0.00% | +13+2.2% | Added |
| Godfrey Financial Associates, Inc. | 833 | $7.80K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 870 | $8.15K | 0.00% | −130−13.0% | Reduced |
| Highline Wealth Partners LLC | 1,000 | $9.37K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,017 | $9.53K | 0.01% | −904−47.1% | Reduced |
| IFG Advisory, LLC | 1,270 | $11.9K | 0.00% | +1,270 | New |
| LifeSteps Financial, Inc. | 1,400 | $13.1K | 0.01% | +1,400 | New |
| EverSource Wealth Advisors, LLC | 1,500 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,500 | $14.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,700 | $15.9K | 0.00% | +1,700 | New |
| Crewe Advisors LLC | 1,836 | $17.2K | 0.00% | +47+2.6% | Added |
| West Branch Capital LLC | 2,128 | $19.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,133 | $20.0K | 0.00% | −2,241−51.2% | Reduced |
| Clear Street Group Inc. | 2,390 | $22.4K | 0.00% | +2,390 | New |
| Farther Finance Advisors, LLC | 2,572 | $24.1K | 0.00% | −266−9.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,662 | $24.9K | 0.00% | −19,106−87.8% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 3,400 | $31.9K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,750 | $44.5K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,758 | $54.0K | 0.00% | +5,758 | New |
| IFP Advisors, Inc | 5,813 | $54.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 6,000 | $56.2K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7,000 | $65.6K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 7,838 | $73.4K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,435 | $97.8K | 0.00% | +185+1.8% | Added |
| Eastern Bank | 11,000 | $103.1K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 11,162 | $104.6K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 11,377 | $106.6K | 0.00% | −7,234−38.9% | Reduced |
| Bessemer Group Inc | 11,700 | $110.0K | 0.00% | +11,700 | New |
| WealthTrust Axiom LLC | 11,800 | $110.6K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 12,000 | $112.4K | 0.00% | −18,000−60.0% | Reduced |
| Decision Investments, Inc | 12,100 | $113.4K | 0.10% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,417 | $116.3K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 12,640 | $118.4K | 0.00% | −1,658−11.6% | Reduced |
| Hollencrest Capital Management | 12,760 | $119.6K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 12,875 | $120.6K | 0.02% | +2,386+22.7% | Added |
| ProVise Management Group, LLC | 13,063 | $122.4K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,128 | $123.0K | 0.00% | +13,128 | New |
| Cape Investment Advisory, Inc. | 13,341 | $125.0K | 0.03% | +1,155+9.5% | Added |
| Harbour Investments, Inc. | 14,031 | $131.5K | 0.00% | −299−2.1% | Reduced |
| Moors & Cabot, Inc. | 14,361 | $134.6K | 0.01% | −979−6.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 14,363 | $134.6K | 0.01% | +233+1.6% | Added |
| IHT Wealth Management, LLC | 14,384 | $134.8K | 0.00% | +14,384 | New |
| Cresset Asset Management, LLC | 14,400 | $134.9K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,964 | $140.0K | 0.00% | +14,964 | New |
| Sandy Cove Advisors, LLC | 15,600 | $146.2K | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 15,790 | $148.0K | 0.00% | +15,790 | New |
| WealthTrust Asset Management, LLC | 15,961 | $149.6K | 0.08% | −1,033−6.1% | Reduced |
| Camelot Portfolios, LLC | 16,576 | $155.3K | 0.11% | −45−0.3% | Reduced |
| National Asset Management, Inc. | 16,647 | $155.5K | 0.01% | −3,909−19.0% | Reduced |
| Armis Advisers, LLC | 16,850 | $158.7K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 17,000 | $159.3K | 0.06% | −383−2.2% | Reduced |
| Oppenheimer & Co Inc | 17,231 | $161.5K | 0.00% | +282+1.7% | Added |
| Concurrent Investment Advisors, LLC | 17,365 | $162.7K | 0.00% | +180+1.0% | Added |
| NBC Securities, Inc. | 18,300 | $171.5K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 19,000 | $178.0K | 0.03% | −9,000−32.1% | Reduced |
| Iams Wealth Management, LLC | 20,000 | $187.4K | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,000 | $187.4K | 0.00% | +10,000+100.0% | Added |
| Terry L. Blaker | 21,000 | $196.8K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 22,455 | $210.4K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 22,523 | $211.0K | 0.08% | −6,970−23.6% | Reduced |
| HRT Financial LP | 22,693 | $212.0K | 0.00% | +22,693 | New |
| Stephens Inc | 23,100 | $216.4K | 0.00% | +5,944+34.6% | Added |
| Advisory Solutions Group, LLC | 25,211 | $236.2K | 0.08% | +25,211 | New |
| Mendel Capital Management LLC | 27,242 | $255.3K | 0.11% | 00.0% | Unchanged |
| Citadel Advisors LLC | 28,089 | $263.2K | 0.00% | +28,089 | New |
| Virtue Asset Management LLC | 28,975 | $271.5K | 0.19% | −2,000−6.5% | Reduced |
| PFG Investments, LLC | 31,037 | $290.8K | 0.01% | −556−1.8% | Reduced |
| Readystate Asset Management LP | 31,085 | $291.3K | 0.01% | +31,085 | New |
| MML Investors Services, LLC | 31,492 | $295.1K | 0.00% | +7,183+29.5% | Added |
| Mallini Complete Financial Planning LLC | 34,773 | $325.8K | 0.23% | +358+1.0% | Added |
| Cura Wealth Advisors, LLC | 34,912 | $327.1K | 0.14% | +512+1.5% | Added |
| Fifth Third Bancorp | 35,033 | $328.3K | 0.00% | +781+2.3% | Added |
| Wealth Effects LLC | 36,745 | $344.3K | 0.09% | +650+1.8% | Added |
| Fortitude Advisory Group L.L.C. | 36,756 | $344.4K | 0.13% | +1,932+5.5% | Added |
| Envestnet Asset Management Inc | 38,739 | $363.0K | 0.00% | +902+2.4% | Added |
| Rock Point Advisors, LLC | 38,749 | $363.1K | 0.09% | 00.0% | Unchanged |
| Apriem Advisors | 39,129 | $366.6K | 0.03% | +7,631+24.2% | Added |
| Future Financial Wealth Managment LLC | 42,340 | $385.7K | 0.24% | −5,817−12.1% | Reduced |
| Pointe Capital Management LLC | 44,619 | $418.1K | 0.19% | −3,508−7.3% | Reduced |
| Almitas Capital LLC | 46,399 | $434.8K | 0.10% | +46,399 | New |
| Advisory Services Network, LLC | 47,264 | $442.9K | 0.01% | +6,500+15.9% | Added |
| Merit Financial Group, LLC | 51,630 | $483.8K | 0.00% | −6,225−10.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 55,769 | $520.3K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 59,173 | $554.5K | 0.01% | −2,073−3.4% | Reduced |
| Marex Group plc | 59,440 | $557.0K | 0.00% | +59,440 | New |
| Pathstone Holdings, LLC | 62,095 | $581.8K | 0.00% | +45,627+277.1% | Added |
| Pin Oak Investment Advisors Inc | 62,173 | $583.0K | 0.41% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 62,668 | $587.2K | 0.02% | −3,856−5.8% | Reduced |
| XTX Topco Ltd | 67,276 | $630.4K | 0.01% | +56,369+516.8% | Added |
| IMC-Chicago, LLC | 68,616 | $642.9K | 0.01% | +68,616 | New |
| Susquehanna International Group, LLP | 70,602 | $661.5K | 0.00% | +16,837+31.3% | Added |
| NWF Advisory Services Inc. | 71,650 | $671.4K | 0.06% | −10,200−12.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 75,541 | $707.8K | 0.00% | +75,269+27,672.4% | Added |