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Equibles

EVV · Eaton Vance Ltd Duration Income Fund · Holdings

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$8.38 -0.06 (-0.65%)
Rebalance outlook locked
Market Cap
$979.60M
Shares
116.20M
Volume · Oct 7 164.68K Avg daily vol (3M) 547.15K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 144
Total Value: $399,002,393
Total Shares: 42,588,010
Showing 1–100 of 144 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 144 13F filers
Top Holder
23.7%
Sep 2023 → Jun 2026 · range 23.7% – 28.4%
of institutional value
Top 5
62.5%
Sep 2023 → Jun 2026 · range 50.7% – 64.2%
of institutional value
Top 10
74.1%
Sep 2023 → Jun 2026 · range 62.4% – 76.1%
of institutional value
HHI
1,137
Sep 2023 → Jun 2026 · range 948 – 1,190
Broadly held
Showing 100 of 144
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $94,641,890 23.72% 10,100,522
SIT INVESTMENT ASSOCIATES INC $75,022,938 18.80% 8,006,717
AMERIPRISE FINANCIAL INC $47,575,069 11.92% 5,077,382
GUGGENHEIM CAPITAL LLC $16,595,449 4.16% 1,771,126
Invesco Ltd. $15,772,708 3.95% 1,683,320
LPL Financial LLC $11,418,731 2.86% 1,218,648
Chicago Partners Investment Group LLC $9,775,749 2.45% 1,043,303
Cetera Investment Advisers $9,219,592 2.31% 983,948
ROYAL BANK OF CANADA $8,768,605 2.20% 935,817
UBS Group AG $6,798,309 1.70% 725,540
RAYMOND JAMES FINANCIAL INC $5,911,682 1.48% 630,916
Janney Montgomery Scott LLC $5,624,501 1.41% 600,267
Focus Partners Wealth $5,573,069 1.40% 594,778
Capital Investment Advisors, LLC $5,439,865 1.36% 580,562
Kanen Wealth Management LLC $4,357,771 1.09% 465,077
WELLS FARGO & COMPANY/MN $3,928,259 0.98% 419,238
OSAIC HOLDINGS, INC. $3,832,891 0.96% 409,060
Cyndeo Wealth Partners, LLC $3,665,890 0.92% 391,237
OAK HILL ADVISORS LP $3,658,076 0.92% 390,403
COHEN & STEERS, INC. $3,518,088 0.88% 375,463
STIFEL FINANCIAL CORP $3,320,559 0.83% 354,382
Kestra Advisory Services, LLC $3,084,191 0.77% 329,156
BANK OF AMERICA CORP /DE/ $2,400,912 0.60% 256,234
NewEdge Advisors, LLC $2,360,246 0.59% 251,894
Shaker Financial Services, LLC $2,180,605 0.55% 232,722
Creative Planning $2,138,140 0.54% 228,190
Baird Financial Group, Inc. $2,122,164 0.53% 226,485
Thrivent Financial for Lutherans $2,110,002 0.53% 225,187
Summit Financial, LLC $2,043,390 0.51% 218,078
WOLVERINE ASSET MANAGEMENT LLC $1,969,302 0.49% 210,171
COMMONWEALTH EQUITY SERVICES, LLC $1,901,753 0.48% 202,962
Ethos Financial Group, LLC $1,546,921 0.39% 165,093
Aviance Capital Partners, LLC $1,308,023 0.33% 139,597
Clear Creek Financial Management, LLC $1,304,716 0.33% 139,244
CoreCap Advisors, LLC $1,076,003 0.27% 114,835
JANE STREET GROUP, LLC $1,048,942 0.26% 111,947
KENNEDY INVESTMENT GROUP, INC. $1,044,305 0.26% 111,452
MELFA WEALTH MANAGEMENT, INC. $933,214 0.23% 99,596
Lido Advisors, LLC $877,444 0.22% 93,644
Rockefeller Capital Management L.P. $863,070 0.22% 92,110
WEDBUSH SECURITIES INC $858,591 0.22% 91,632
Cambridge Investment Research Advisors, Inc. $844,864 0.21% 90,167
INDEPENDENT FINANCIAL GROUP, LLC $761,677 0.19% 81,289
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $707,819 0.18% 75,541
NWF Advisory Services Inc. $671,360 0.17% 71,650
SUSQUEHANNA INTERNATIONAL GROUP, LLP $661,540 0.17% 70,602
IMC-Chicago, LLC $642,931 0.16% 68,616
XTX Topco Ltd $630,376 0.16% 67,276
FLAGSHIP HARBOR ADVISORS, LLC $587,199 0.15% 62,668
PIN OAK INVESTMENT ADVISORS INC $582,561 0.15% 62,173
Pathstone Holdings, LLC $581,829 0.15% 62,095
Marex Group plc $556,952 0.14% 59,440
BENJAMIN EDWARDS INC $554,451 0.14% 59,173
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $522,555 0.13% 55,769
Merit Financial Group, LLC $483,773 0.12% 51,630
Advisory Services Network, LLC $442,863 0.11% 47,264
Almitas Capital LLC $434,758 0.11% 46,399
Pointe Capital Management LLC $418,080 0.10% 44,619
Future Financial Wealth Managment LLC $396,725 0.10% 42,340
Apriem Advisors $366,638 0.09% 39,129
Rock Point Advisors, LLC $363,078 0.09% 38,749
ENVESTNET ASSET MANAGEMENT INC $362,984 0.09% 38,739
Fortitude Advisory Group L.L.C. $344,403 0.09% 36,756
WEALTH EFFECTS LLC $344,300 0.09% 36,745
FIFTH THIRD BANCORP $328,259 0.08% 35,033
CURA WEALTH ADVISORS, LLC $327,125 0.08% 34,912
MML INVESTORS SERVICES, LLC $295,080 0.07% 31,492
READYSTATE ASSET MANAGEMENT LP $291,266 0.07% 31,085
PFG Investments, LLC $290,816 0.07% 31,037
Mallini Complete Financial Planning LLC $285,348 0.07% 33,769
VIRTUE ASSET MANAGEMENT LLC $271,495 0.07% 28,975
CITADEL ADVISORS LLC $263,193 0.07% 28,089
Mendel Capital Management LLC $255,257 0.06% 27,242
Advisory Solutions Group, LLC $236,227 0.06% 25,211
STEPHENS INC /AR/ $216,447 0.05% 23,100
HRT FINANCIAL LP $212,633 0.05% 22,693
Quad-Cities Investment Group, LLC $211,040 0.05% 22,523
CONNING INC. $210,403 0.05% 22,455
FIRST MERCHANTS CORP $196,770 0.05% 21,000
IAMS WEALTH MANAGEMENT, LLC $187,400 0.05% 20,000
NOMURA HOLDINGS INC $187,400 0.05% 20,000
ASHTON THOMAS SECURITIES, LLC $178,030 0.04% 19,000
NBC SECURITIES, INC. $171,471 0.04% 18,300
Concurrent Investment Advisors, LLC $162,710 0.04% 17,365
OPPENHEIMER & CO INC $161,454 0.04% 17,231
DUDLEY CAPITAL MANAGEMENT, LLC $159,290 0.04% 17,000
Bison Wealth, LLC $157,884 0.04% 16,850
B. Riley Wealth Advisors, Inc. $155,982 0.04% 16,647
Camelot Portfolios, LLC $155,317 0.04% 16,576
WealthTrust Asset Management, LLC $149,554 0.04% 15,961
Quantinno Capital Management LP $147,952 0.04% 15,790
Sandy Cove Advisors, LLC $146,172 0.04% 15,600
Virtu Financial LLC $140,212 0.04% 14,964
Cresset Asset Management, LLC $134,928 0.03% 14,400
IHT Wealth Management, LLC $134,778 0.03% 14,384
Onyx Bridge Wealth Group LLC $134,581 0.03% 14,363
Moors & Cabot, Inc. $134,562 0.03% 14,361
HARBOUR INVESTMENTS, INC. $131,470 0.03% 14,031
Cape Investment Advisory, Inc. $125,005 0.03% 13,341
Prospera Financial Services Inc $123,009 0.03% 13,128
Key facts CIK 1222922 CUSIP 27828H105 13F (30d) 5 filings 5 filers Visit website