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EVV

Eaton Vance Ltd Duration Income Fund
$9.42 +0.02 (+0.21%) At close · Jul 6
Market Cap
$1.09B
Shares
116,203,460

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.

The Jun 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.
Holders: 137
Total Value: $382,689,324
Total Shares: 40,497,298
Showing 1–100 of 137 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 136 13F filers
Top Holder
24.2%
Jun 2023 → Mar 2026 · range 24.2% – 28.7%
of institutional value
Top 5
64.2%
Jun 2023 → Mar 2026 · range 50.7% – 64.2%
of institutional value
Top 10
76.1%
Jun 2023 → Mar 2026 · range 62.4% – 76.1%
of institutional value
HHI
1,190
Jun 2023 → Mar 2026 · range 948 – 1,194
Broadly held
Showing 100 of 137
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $92,797,279 24.25% 9,819,818
Mid SIT INVESTMENT ASSOCIATES INC $74,364,015 19.43% 7,869,208
Mega AMERIPRISE FINANCIAL INC $45,530,166 11.90% 4,818,007
Large GUGGENHEIM CAPITAL LLC $17,202,505 4.50% 1,820,371
Mega Invesco Ltd. $15,852,270 4.14% 1,677,489
Mega LPL Financial LLC $10,380,692 2.71% 1,098,486
Mid Chicago Partners Investment Group LLC $10,056,472 2.63% 1,064,177
Mega ROYAL BANK OF CANADA Bank $9,411,302 2.46% 995,905
Large Cetera Investment Advisers $8,820,819 2.30% 933,420
Mega UBS Group AG $6,778,598 1.77% 717,312
Mid Capital Investment Advisors, LLC $5,947,877 1.55% 629,405
Mega RAYMOND JAMES FINANCIAL INC $5,586,168 1.46% 591,129
Large Janney Montgomery Scott LLC $4,921,371 1.29% 520,780
Mid Cyndeo Wealth Partners, LLC $3,791,689 0.99% 401,237
Small OAK HILL ADVISORS LP $3,689,308 0.96% 390,403
Small Kanen Wealth Management LLC $3,589,261 0.94% 379,816
Large COHEN & STEERS, INC. $3,548,125 0.93% 375,463
Large OSAIC HOLDINGS, INC. $3,523,327 0.92% 372,839
Mega WELLS FARGO & COMPANY/MN $3,440,243 0.90% 364,047
Large STIFEL FINANCIAL CORP $3,052,888 0.80% 323,057
Small Shaker Financial Services, LLC $2,734,574 0.71% 289,373
Large Kestra Advisory Services, LLC $2,686,578 0.70% 284,294
Mega BANK OF AMERICA CORP /DE/ Bank $2,516,761 0.66% 266,324
Large NewEdge Advisors, LLC $2,324,709 0.61% 246,001
Large Creative Planning $2,160,251 0.56% 228,598
Large Thrivent Financial for Lutherans $2,128,016 0.56% 225,187
Mid Summit Financial, LLC $1,967,565 0.51% 208,208
Large Baird Financial Group, Inc. $1,919,049 0.50% 203,074
Large COMMONWEALTH EQUITY SERVICES, LLC $1,824,889 0.48% 193,110
Small Ethos Financial Group, LLC $1,629,567 0.43% 172,441
Mid WOLVERINE ASSET MANAGEMENT LLC $1,391,947 0.36% 147,296
Small Aviance Capital Partners, LLC $1,346,993 0.35% 142,539
Small Clear Creek Financial Management, LLC $1,271,450 0.33% 134,545
Small KENNEDY INVESTMENT GROUP, INC. $1,138,299 0.30% 120,455
Mid CoreCap Advisors, LLC $1,076,003 0.28% 114,835
Small MELFA WEALTH MANAGEMENT, INC. $941,276 0.25% 99,606
Large Rockefeller Capital Management L.P. $887,638 0.23% 93,930
Mid WEDBUSH SECURITIES INC Broker-Dealer $884,822 0.23% 93,632
Large Cambridge Investment Research Advisors, Inc. $810,394 0.21% 85,756
Large Focus Partners Wealth $784,784 0.21% 83,046
Small NWF Advisory Services Inc. $773,482 0.20% 81,850
Mid INDEPENDENT FINANCIAL GROUP, LLC $749,281 0.20% 79,289
Large Lido Advisors, LLC $648,515 0.17% 68,626
Small FLAGSHIP HARBOR ADVISORS, LLC $628,651 0.16% 66,524
Small PIN OAK INVESTMENT ADVISORS INC $587,534 0.15% 62,173
Mid BENJAMIN EDWARDS INC $578,774 0.15% 61,246
Mid Merit Financial Group, LLC $546,729 0.14% 57,855
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $527,017 0.14% 55,769
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $508,079 0.13% 53,765
Micro Future Financial Wealth Managment LLC $455,083 0.12% 48,157
Micro Pointe Capital Management LLC $454,800 0.12% 48,127
Mid Advisory Services Network, LLC $385,219 0.10% 40,764
Small Rock Point Advisors, LLC $366,178 0.10% 38,749
Mega ENVESTNET ASSET MANAGEMENT INC $357,559 0.09% 37,837
Small WEALTH EFFECTS LLC $341,097 0.09% 36,095
Small Fortitude Advisory Group L.L.C. $329,086 0.09% 34,824
Micro Mallini Complete Financial Planning LLC $325,221 0.08% 34,415
Small CURA WEALTH ADVISORS, LLC $325,080 0.08% 34,400
Large FIFTH THIRD BANCORP Bank $323,681 0.08% 34,252
Mid PFG Investments, LLC $298,553 0.08% 31,593
Small Apriem Advisors $297,656 0.08% 31,498
Micro VIRTUE ASSET MANAGEMENT LLC $292,713 0.08% 30,975
Mid AlphaCore Capital LLC $283,500 0.07% 30,000
Small Quad-Cities Investment Group, LLC $278,708 0.07% 29,493
Small ASHTON THOMAS SECURITIES, LLC Broker-Dealer $264,600 0.07% 28,000
Micro Mendel Capital Management LLC $257,436 0.07% 27,242
Large MML INVESTORS SERVICES, LLC $229,720 0.06% 24,309
Mega JANE STREET GROUP, LLC $229,199 0.06% 24,254
Mid CONNING INC. $212,199 0.06% 22,455
Large Steward Partners Investment Advisory, LLC $205,707 0.05% 21,768
Small FIRST MERCHANTS CORP $198,450 0.05% 21,000
Mid B. Riley Wealth Advisors, Inc. $194,254 0.05% 20,556
Small IAMS WEALTH MANAGEMENT, LLC $189,000 0.05% 20,000
Mid Private Advisor Group, LLC $186,798 0.05% 19,767
Mid BOOTHBAY FUND MANAGEMENT, LLC $185,635 0.05% 19,644
Mid FIRST FOUNDATION ADVISORS Endowment $175,873 0.05% 18,611
Small NBC SECURITIES, INC. Broker-Dealer $172,935 0.05% 18,300
Small DUDLEY CAPITAL MANAGEMENT, LLC $164,269 0.04% 17,383
Mid Concurrent Investment Advisors, LLC $162,398 0.04% 17,185
Mid STEPHENS INC /AR/ $162,124 0.04% 17,156
Micro WealthTrust Asset Management, LLC $160,593 0.04% 16,994
Mid OPPENHEIMER & CO INC $160,168 0.04% 16,949
Small Bison Wealth, LLC $159,232 0.04% 16,850
Small Camelot Portfolios, LLC $157,068 0.04% 16,621
Large Pathstone Holdings, LLC $155,622 0.04% 16,468
Small Sandy Cove Advisors, LLC $147,420 0.04% 15,600
Mid Moors & Cabot, Inc. $144,963 0.04% 15,340
Large Balyasny Asset Management L.P. $142,118 0.04% 15,039
Large Cresset Asset Management, LLC $136,080 0.04% 14,400
Mid HARBOUR INVESTMENTS, INC. $135,418 0.04% 14,330
Large Corient Private Wealth LLC $135,116 0.04% 14,298
Small Onyx Bridge Wealth Group LLC $133,528 0.03% 14,130
Large MERCER GLOBAL ADVISORS INC /ADV $125,987 0.03% 13,332
Small ProVise Management Group, LLC $123,445 0.03% 13,063
Mid HOLLENCREST CAPITAL MANAGEMENT $120,582 0.03% 12,760
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $117,340 0.03% 12,417
Small Cape Investment Advisory, Inc. $115,157 0.03% 12,186
Micro DECISION INVESTMENTS, INC $114,345 0.03% 12,100
Small WealthTrust Axiom LLC $111,510 0.03% 11,800
Mid Western Wealth Management, LLC $105,480 0.03% 11,162
Key facts CIK 1222922 CUSIP 27828H105 13F (30d) 23 filings 4 filers Visit website

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