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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 81,289 | $761.7K | 0.01% | +2,000+2.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 90,167 | $845.0K | 0.00% | +4,411+5.1% | Added |
| Wedbush Securities Inc | 91,632 | $859.0K | 0.02% | −2,000−2.1% | Reduced |
| Rockefeller Capital Management L.P. | 92,110 | $863.1K | 0.00% | −1,820−1.9% | Reduced |
| Lido Advisors, LLC | 93,644 | $877.4K | 0.00% | +25,018+36.5% | Added |
| Melfa Wealth Management, LLC | 99,596 | $933.2K | 0.50% | −100.0% | Reduced |
| Kennedy Investment Group | 111,452 | $1.04M | 0.35% | −9,003−7.5% | Reduced |
| Jane Street Group, LLC | 111,947 | $1.05M | 0.00% | +87,693+361.6% | Added |
| CoreCap Advisors, LLC | 114,835 | $1.08M | 0.03% | −6,820−5.6% | Reduced |
| Clear Creek Financial Management, LLC | 139,244 | $1.30M | 0.08% | +4,699+3.5% | Added |
| Aviance Capital Partners, LLC | 139,597 | $1.31M | 0.14% | −2,942−2.1% | Reduced |
| Ethos Financial Group, LLC | 165,093 | $1.55M | 0.10% | −7,348−4.3% | Reduced |
| Commonwealth Equity Services, LLC | 202,962 | $1.90M | 0.00% | +9,852+5.1% | Added |
| Wolverine Asset Management LLC | 210,171 | $1.97M | 0.03% | +62,875+42.7% | Added |
| Summit Financial, LLC | 218,078 | $2.04M | 0.02% | +9,870+4.7% | Added |
| Thrivent Financial for Lutherans | 225,187 | $2.11M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 226,485 | $2.12M | 0.00% | +23,411+11.5% | Added |
| Creative Planning | 228,190 | $2.14M | 0.00% | −408−0.2% | Reduced |
| Shaker Financial Services, LLC | 232,722 | $2.18M | 0.68% | −56,651−19.6% | Reduced |
| GWM Advisors LLC | 251,894 | $2.36M | 0.01% | +5,893+2.4% | Added |
| Bank of America Corp | 256,234 | $2.40M | 0.00% | −10,090−3.8% | Reduced |
| Kestra Advisory Services, LLC | 329,156 | $3.08M | 0.01% | +44,862+15.8% | Added |
| Stifel Financial Corp | 354,382 | $3.32M | 0.00% | +31,325+9.7% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.52M | 0.01% | 00.0% | Unchanged |
| Oak Hill Advisors LP | 390,403 | $3.66M | 0.52% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 391,237 | $3.67M | 0.17% | −10,000−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 409,060 | $3.83M | 0.00% | +36,221+9.7% | Added |
| Wells Fargo & Company | 419,238 | $3.93M | 0.00% | +55,191+15.2% | Added |
| Kanen Wealth Management LLC | 465,077 | $4.36M | 1.06% | +85,261+22.4% | Added |
| Capital Investment Advisors, LLC | 580,562 | $5.44M | 0.07% | −48,843−7.8% | Reduced |
| Colony Group, LLC | 594,778 | $5.57M | 0.01% | +511,732+616.2% | Added |
| Janney Montgomery Scott LLC | 600,267 | $5.63M | 0.01% | +79,487+15.3% | Added |
| Raymond James Financial Inc | 630,916 | $5.91M | 0.00% | +39,787+6.7% | Added |
| UBS Group AG | 725,540 | $6.80M | 0.00% | +8,228+1.1% | Added |
| Royal Bank of Canada | 935,817 | $8.77M | 0.00% | −60,088−6.0% | Reduced |
| Cetera Investment Advisers | 983,948 | $9.22M | 0.01% | +50,528+5.4% | Added |
| Chicago Partners Investment Group LLC | 1,043,303 | $9.50M | 0.19% | −20,874−2.0% | Reduced |
| LPL Financial LLC | 1,218,648 | $11.4M | 0.00% | +120,162+10.9% | Added |
| Invesco Ltd. | 1,683,320 | $15.8M | 0.00% | +5,831+0.3% | Added |
| Guggenheim Capital LLC | 1,771,126 | $16.6M | 0.11% | −49,245−2.7% | Reduced |
| Ameriprise Financial Inc | 5,077,382 | $47.7M | 0.01% | +259,375+5.4% | Added |
| Sit Investment Associates Inc | 8,006,717 | $75.0M | 1.42% | +137,509+1.7% | Added |
| Morgan Stanley | 10,100,522 | $94.6M | 0.01% | +280,704+2.9% | Added |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −19,767−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −19,644−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −15,039−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −13,332−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −10,896−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −7,267−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −3,539−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Jackson Hole Capital Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |