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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.

Institutional holdersQ2 2026: 143 institutions
Q1 2021: 146 institutionsQ2 2021: 150 institutionsQ3 2021: 147 institutionsQ4 2021: 160 institutionsQ1 2022: 155 institutionsQ2 2022: 151 institutionsQ3 2022: 149 institutionsQ4 2022: 167 institutionsQ1 2023: 154 institutionsQ2 2023: 156 institutionsQ3 2023: 155 institutionsQ4 2023: 165 institutionsQ1 2024: 151 institutionsQ2 2024: 144 institutionsQ3 2024: 144 institutionsQ4 2024: 166 institutionsQ1 2025: 151 institutionsQ2 2025: 146 institutionsQ3 2025: 141 institutionsQ4 2025: 145 institutionsQ1 2026: 135 institutionsQ2 2026: 143 institutions
Value heldQ2 2026: $398.9M
Q1 2021: $575.1MQ2 2021: $528.4MQ3 2021: $447.1MQ4 2021: $429.4MQ1 2022: $372.1MQ2 2022: $333.6MQ3 2022: $293.9MQ4 2022: $302.9MQ1 2023: $305.6MQ2 2023: $303.7MQ3 2023: $311.2MQ4 2023: $349.5MQ1 2024: $362.6MQ2 2024: $358.6MQ3 2024: $371.1MQ4 2024: $358.7MQ1 2025: $371.9MQ2 2025: $389.8MQ3 2025: $392.7MQ4 2025: $388.4MQ1 2026: $382.9MQ2 2026: $398.9M
Institutions holding EVV and their total value by quarter
QuarterHoldersValue
Q2 2026143$398.9M
Q1 2026135$382.9M
Q4 2025145$388.4M
Q3 2025141$392.7M
Q2 2025146$389.8M
Q1 2025151$371.9M
Q4 2024166$358.7M
Q3 2024144$371.1M
Q2 2024144$358.6M
Q1 2024151$362.6M
Q4 2023165$349.5M
Q3 2023155$311.2M
Q2 2023156$303.7M
Q1 2023154$305.6M
Q4 2022167$302.9M
Q3 2022149$293.9M
Q2 2022151$333.6M
Q1 2022155$372.1M
Q4 2021160$429.4M
Q3 2021147$447.1M
Q2 2021150$528.4M
Q1 2021146$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.

Institutions holding EVV in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
ProVise Management Group, LLC13,063$122.4K0.01%00.0%Unchanged
Garden State Investment Advisory Services LLC12,875$120.6K0.02%+2,386+22.7%Added
Hollencrest Capital Management12,760$119.6K0.01%00.0%Unchanged
CI Private Wealth, LLC12,640$118.4K0.00%−1,658−11.6%Reduced
Horizon Kinetics Asset Management LLC12,417$116.3K0.00%00.0%Unchanged
Decision Investments, Inc12,100$113.4K0.10%00.0%Unchanged
AlphaCore Capital LLC12,000$112.4K0.00%−18,000−60.0%Reduced
WealthTrust Axiom LLC11,800$110.6K0.02%00.0%Unchanged
Bessemer Group Inc11,700$110.0K0.00%+11,700New
First Foundation Advisors11,377$106.6K0.00%−7,234−38.9%Reduced
Western Wealth Management, LLC11,162$104.6K0.00%00.0%Unchanged
Eastern Bank11,000$103.1K0.00%00.0%Unchanged
Apollon Wealth Management, LLC10,435$97.8K0.00%+185+1.8%Added
Spire Wealth Management7,838$73.4K0.00%00.0%Unchanged
Barrett & Company, Inc.7,000$65.6K0.02%00.0%Unchanged
City Holding Co6,000$56.2K0.01%00.0%Unchanged
IFP Advisors, Inc5,813$54.5K0.00%00.0%Unchanged
Global Retirement Partners, LLC5,758$54.0K0.00%+5,758New
Byrne Asset Management LLC4,750$44.5K0.02%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.3,400$31.9K0.02%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,662$24.9K0.00%−19,106−87.8%Reduced
Farther Finance Advisors, LLC2,572$24.1K0.00%−266−9.4%Reduced
Clear Street Group Inc.2,390$22.4K0.00%+2,390New
Allworth Financial LP2,133$20.0K0.00%−2,241−51.2%Reduced
West Branch Capital LLC2,128$19.9K0.00%00.0%Unchanged
Crewe Advisors LLC1,836$17.2K0.00%+47+2.6%Added
SRS Capital Advisors, Inc.1,700$15.9K0.00%+1,700New
EverSource Wealth Advisors, LLC1,500$14.1K0.00%00.0%Unchanged
Bogart Wealth, LLC1,500$14.1K0.00%00.0%Unchanged
LifeSteps Financial, Inc.1,400$13.1K0.01%+1,400New
IFG Advisory, LLC1,270$11.9K0.00%+1,270New
Axiom Investment Management LLC1,017$9.53K0.01%−904−47.1%Reduced
Highline Wealth Partners LLC1,000$9.37K0.00%00.0%Unchanged
SHP Wealth Management870$8.15K0.00%−130−13.0%Reduced
Godfrey Financial Associates, Inc.833$7.80K0.01%00.0%Unchanged
Ares Financial Consulting, LLC599$5.62K0.00%+13+2.2%Added
Smartleaf Asset Management LLC500$4.67K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.477$4.47K0.00%00.0%Unchanged
Concord Wealth Partners276$2.58K0.00%+276New
CX Institutional175$2.00K0.00%+175New
Assetmark, Inc170$1.59K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC96$9000.00%+96New
Horizon Bancorp Inc42$00.00%00.0%Unchanged
Private Advisor Group, LLC0$00.00%−19,767−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−19,644−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−15,039−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−13,332−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−10,896−100.0%Sold out
MAI Capital Management0$00.00%−8,100−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−7,267−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−3,539−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−1,173−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−1−100.0%Sold out
Jackson Hole Capital Partners, LLC––––Not filed
CWM, LLC––––Not filed