EVV · Eaton Vance Ltd Duration Income Fund · Shareholders & Ownership
Market Cap
$997.03M
Shares
116.20M
Volume · Nov 6
204.56K
Avg daily vol (3M)
690.28K
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Every disclosed holder of EVV in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns EVV
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 42,476,443 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 2,454,570 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of EVV
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,100,522 | ||
| 2 |
SIT INVESTMENT ASSOCIATES INC
13G
CIK 769317 · Registered investment adviser · Sep 29, 2026
Rule 13d-1(b), qualified institution, not summed
|
8,935,779 | ||
| 2.1 |
SIT INVESTMENT ASSOCIATES INC
13F
CIK 769317 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,006,717 | ||
| 3 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,077,382 | ||
| 4 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,771,126 | ||
| 4.1 |
Multi-Hedge Strategies Fund
Fund
S000003747 · Registered fund · Jun 30, 2026
Rydex Variable Trust, not summed
|
227 | ||
| 4.2 |
Guggenheim Multi-Hedge Strategies Fund
Fund
S000003763 · Registered fund · Jun 30, 2026
Rydex Series Funds, not summed
|
81 | ||
| 5 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,683,320 | ||
| 5.1 |
Invesco CEF Income Composite ETF
Fund
S000027370 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
1,391,956 | ||
| 6 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,218,648 | ||
| 7 |
Chicago Partners Investment Group LLC
13F
CIK 1563525 · Registered investment adviser · Sep 30, 2026
|
1,014,383 | ||
| 8 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
983,948 | ||
| 9 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
935,817 | ||
| 10 |
|
725,540 | ||
| 11 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
630,916 | ||
| 12 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
600,267 | ||
| 13 |
Focus Partners Wealth
13F
CIK 1542153 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
594,778 | ||
| 14 |
Capital Investment Advisors, LLC
13F
CIK 1582732 · Registered investment adviser · Sep 30, 2026
|
524,309 | ||
| 15 |
Kanen Wealth Management LLC
13F
CIK 1681614 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
465,077 | ||
| 16 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
419,238 | ||
| 17 |
Cyndeo Wealth Partners, LLC
13F
CIK 1950947 · Registered investment adviser · Sep 30, 2026
|
410,237 | ||
| 18 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
409,060 | ||
| 19 |
OAK HILL ADVISORS LP
13F
CIK 1164688 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
390,403 | ||
| 20 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
375,463 | ||
| 21 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
354,382 | ||
| 22 |
Kestra Advisory Services, LLC
13F
CIK 1830819 · Unknown · Sep 30, 2026
|
352,631 | ||
| 23 |
Guggenheim Active Allocation Fund
Fund
· Registered fund · Aug 31, 2026
Guggenheim Active Allocation Fund, not summed
|
309,597 | ||
| 23.1 |
Guggenheim Strategic Opportunities Fund
Fund
· Registered fund · Aug 31, 2026
Guggenheim Strategic Opportunities Fund, not summed
|
141,764 | ||
| 24 |
WOLVERINE ASSET MANAGEMENT LLC
13F
CIK 1279891 · Registered investment adviser · Sep 30, 2026
|
297,321 | ||
| 25 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
256,234 | ||
| 26 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
251,894 | ||
| 27 |
Philotimo Focused Growth & Income
Fund
S000071684 · Registered fund · Jun 30, 2026
World Funds Trust, not summed
|
249,941 | ||
| 28 |
Thrivent Financial for Lutherans
13F
CIK 314984 · Registered investment adviser · Sep 30, 2026
|
237,187 | ||
| 28.1 |
THRIVENT MULTISECTOR BOND FUND
Fund
S000000702 · Registered fund · Jul 31, 2026
Thrivent Mutual Funds, not summed
|
71,462 | ||
| 28.2 |
THRIVENT CONSERVATIVE ALLOCATION FUND
Fund
S000001341 · Registered fund · Jun 30, 2026
Thrivent Mutual Funds, not summed
|
26,988 | ||
| 28.3 |
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO
Fund
S000001434 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
16,811 | ||
| 28.4 |
THRIVENT MULTISECTOR BOND PORTFOLIO
Fund
S000001439 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
12,958 | ||
| 28.5 |
THRIVENT DYNAMIC ALLOCATION FUND
Fund
S000000701 · Registered fund · Jul 31, 2026
Thrivent Mutual Funds, not summed
|
9,540 | ||
| 29 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
228,542 | ||
| 30 |
Baird Financial Group, Inc.
13F
CIK 1648711 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
226,485 | ||
| 31 |
Creative Planning
13F
CIK 1540235 · Registered investment adviser · Sep 30, 2026
|
225,206 | ||
| 32 |
Summit Financial, LLC
13F
CIK 1765536 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
218,078 | ||
| 33 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Sep 30, 2026
|
189,845 | ||
| 34 |
WisdomTree Private Credit and Alternative Income Fund
Fund
S000071174 · Registered fund · Aug 31, 2026
WisdomTree Trust, not summed
|
178,690 | ||
| 35 |
Allspring Global Investments Holdings, LLC
13F
CIK 1890906 · Holding company · Sep 30, 2026
|
171,508 | ||
| 36 |
Ethos Financial Group, LLC
13F
CIK 1954242 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
165,093 | ||
| 37 |
Aviance Capital Partners, LLC
13F
CIK 1542383 · Registered investment adviser · Sep 30, 2026
|
137,518 | ||
| 38 |
CoreCap Advisors, LLC
13F
CIK 1902501 · Registered investment adviser · Sep 30, 2026
|
114,705 | ||
| 39 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
111,947 | ||
| 40 |
KENNEDY INVESTMENT GROUP, INC.
13F
CIK 1978005 · Unknown · Sep 30, 2026
|
109,343 | ||
| 41 |
MELFA WEALTH MANAGEMENT, INC.
13F
CIK 1962465 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
99,596 | ||
| 42 |
Rockefeller Capital Management L.P.
13F
CIK 1739439 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
92,110 | ||
| 43 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Sep 30, 2026
|
91,042 | ||
| 44 |
Lido Advisors, LLC
13F
CIK 1650150 · Registered investment adviser · Sep 30, 2026
|
80,368 | ||
| 45 |
INDEPENDENT FINANCIAL GROUP, LLC
13F
CIK 275484 · Registered investment adviser · Sep 30, 2026
|
79,139 | ||
| 46 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
CIK 1141802 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
75,541 | ||
| 47 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
70,602 | ||
| 48 |
XTX Topco Ltd
13F
CIK 1828301 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
67,276 | ||
| 49 |
NWF Advisory Services Inc.
13F
CIK 2045735 · Registered investment adviser · Sep 30, 2026
|
64,250 | ||
| 50 |
FLAGSHIP HARBOR ADVISORS, LLC
13F
CIK 1691766 · Registered investment adviser · Sep 30, 2026
|
63,804 |
1 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 145 holders
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