EVV · Eaton Vance Ltd Duration Income Fund

$9.04 +0.00 (+0.00%) At close · Aug 21

Market Cap

$1.08B

116.20M

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.

Quarter:

Holders: 145

Total Value: $399,080,434

Total Shares: 42,591,302

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 145 13F filers · Δ vs Mar 31, 2026

Top Holder

23.7%

−0.7 pts

Top 5

62.5%

−2.0 pts

Top 10

74.1%

−2.4 pts

HHI

1,137

Broadly held−65

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +9

Institutional value: +4.8%

Shares held: +5.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large Focus Partners Wealth	+511,732	594,778
Mega MORGAN STANLEY	+280,704	10,100,522
Mega AMERIPRISE FINANCIAL INC	+259,375	5,077,382
Mid SIT INVESTMENT ASSOCIATES INC	+137,509	8,006,717
Mega LPL Financial LLC	+120,162	1,218,648

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega ROYAL BANK OF CANADA	−60,088	935,817
Small Shaker Financial Services, LLC	−56,651	232,722
Large GUGGENHEIM CAPITAL LLC	−49,245	1,771,126
Mid Capital Investment Advisors, LLC	−48,843	580,562
Mid Chicago Partners Investment Group LLC	−20,874	1,043,303

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid IMC-Chicago, LLC	68,616	$642,931
Large Marex Group plc	59,440	$556,952
Small Almitas Capital LLC	46,399	$434,758
Large READYSTATE ASSET MANAGEMENT LP	31,085	$291,266
Mega CITADEL ADVISORS LLC	28,089	$263,193

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Private Advisor Group, LLC	19,767	$186,798
Mid BOOTHBAY FUND MANAGEMENT, LLC	19,644	$185,635
Large Balyasny Asset Management L.P.	15,039	$142,118
Large MERCER GLOBAL ADVISORS INC /ADV	13,332	$125,987
Small Ellis Investment Partners, LLC	10,896	$102,967

Filter: New 21 Increased 48 Reduced 39 Sold out 12 Unchanged 37

Showing 100 of 145

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$94,641,890

23.71%

10,100,522

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	10,100,522	$94,641,890	100.0%	Defined

SIT INVESTMENT ASSOCIATES INC

$75,022,938

18.80%

8,006,717

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	8,006,717	$75,022,938	100.0%	Sole

AMERIPRISE FINANCIAL INC

$47,575,069

11.92%

5,077,382

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	5,076,582	$47,567,573	100.0%	Defined
Ameriprise Bank, FSB	800	$7,496	0.0%	Defined

GUGGENHEIM CAPITAL LLC

$16,595,449

4.16%

1,771,126

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	1,319,457	$12,363,312	74.5%	Defined
SECURITY INVESTORS LLC	308	$2,885	0.0%	Defined
Guggenheim Partners Investment Management, LLC joint	451,361	$4,229,252	25.5%	Defined

Invesco Ltd.

$15,772,708

3.95%

1,683,320

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	267,903	$2,510,251	15.9%	Defined
Invesco Capital Management LLC	1,415,417	$13,262,457	84.1%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	935,817	$8,768,605	100.0%	Defined

UBS Group AG

$6,798,309

1.70%

725,540

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	664,672	$6,227,976	91.6%	Defined
UBS AG	60,868	$570,333	8.4%	Defined

RAYMOND JAMES FINANCIAL INC

$5,911,682

1.48%

630,916

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	350,665	$3,285,731	55.6%	Defined
Raymond James Financial Services Advisors, Inc.	265,713	$2,489,730	42.1%	Defined
RAYMOND JAMES TRUST N.A.	14,538	$136,221	2.3%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	310,566	$2,910,003	74.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	108,672	$1,018,256	25.9%	Defined

OSAIC HOLDINGS, INC.

$3,832,891

0.96%

409,060

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	360,290	$3,375,917	88.1%	Defined
CW Advisors, LLC	45,770	$428,864	11.2%	Sole
Osaic Advisory Services, LLC	3,000	$28,110	0.7%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	375,463	$3,518,088	100.0%	Sole

STIFEL FINANCIAL CORP

$3,320,559

0.83%

354,382

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	353,582	$3,313,063	99.8%	Defined
1919 Investment Counsel, LLC	800	$7,496	0.2%	Defined

Kestra Advisory Services, LLC

$3,084,191

0.77%

329,156

BANK OF AMERICA CORP /DE/

$2,400,912

0.60%

256,234

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	256,234	$2,400,912	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	226,485	$2,122,164	100.0%	Defined

Thrivent Financial for Lutherans

$2,110,002

0.53%

225,187

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Asset Management, LLC	101,030	$946,651	44.9%	Defined
Held directly	124,157	$1,163,351	55.1%	Sole

Summit Financial, LLC

$2,043,390

0.51%

218,078

WOLVERINE ASSET MANAGEMENT LLC

$1,969,302

0.49%

210,171

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	210,171	$1,969,302	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	51,099	$478,797	45.6%	Defined
Jane Street Global Trading, LLC	60,848	$570,145	54.4%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	92,110	$863,070	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	70,602	$661,540	100.0%	Other

IMC-Chicago, LLC

$642,931

0.16%

68,616

XTX Topco Ltd

$630,376

0.16%

67,276

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	67,276	$630,376	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	45,364	$425,060	73.1%	Defined
Held directly	16,731	$156,769	26.9%	Sole

Marex Group plc

$556,952

0.14%

59,440

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marex Financial	59,440	$556,952	100.0%	Defined

BENJAMIN EDWARDS INC

$554,451

0.14%

59,173

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	59,173	$554,451	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	35,033	$328,259	100.0%	Defined

CURA WEALTH ADVISORS, LLC

$327,125

0.08%

34,912

Mallini Complete Financial Planning LLC

$325,823

0.08%

34,773

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

VIRTUE ASSET MANAGEMENT LLC

$271,495

0.07%

28,975

CITADEL ADVISORS LLC

$263,193

0.07%

28,089

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	28,089	$263,193	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA GLOBAL FINANCIAL PRODUCTS INC	20,000	$187,400	100.0%	Defined

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

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	14,964	$140,212	100.0%	Defined

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

Corient Private Wealth LLC

$129,502

0.03%

13,821

Cape Investment Advisory, Inc.

$125,005

0.03%

13,341

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BESSEMER TRUST Co NATIONAL ASSOCIATION	4,700	$44,039	40.2%	Defined
BESSEMER TRUST Co OF FLORIDA	7,000	$65,590	59.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Wealth Management LLC	477	$4,469	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	3,539	$33,443	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	1	$9	100.0%	Other

Key facts CIK 1222922 CUSIP 27828H105 13F (30d) 108 filings 108 filers Visit website