Eaton Vance Ltd Duration Income Fund - Common Stock (EVV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
EVV on NYSE
Shares outstanding
115,208,982
Price per share
$9.91
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
38,621,570
Total reported value
$392,001,967
% of total 13F portfolios
0%
Share change
+703,802
Value change
+$7,034,084
Number of holders
139
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Eaton Vance Ltd Duration Income Fund - Common Stock (EVV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIT INVESTMENT ASSOCIATES INC 5.6% +10% $65,484,785 +$4,965,522 6,451,703 +8.2% Sit Investment Associates, Inc. 20 Oct 2025

As of 30 Sep 2025, 139 institutional investors reported holding 38,621,570 shares of Eaton Vance Ltd Duration Income Fund - Common Stock (EVV). This represents 34% of the company’s total 115,208,982 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Eaton Vance Ltd Duration Income Fund - Common Stock (EVV) together control 30% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 8.7% 10,048,047 +1.6% 0.01% $101,987,677
SIT INVESTMENT ASSOCIATES INC 5.6% 6,416,703 +7.6% 1.3% $65,130,000
AMERIPRISE FINANCIAL INC 3.6% 4,109,773 +2.6% 0.01% $41,717,633
GUGGENHEIM CAPITAL LLC 1.5% 1,734,264 +8.5% 0.13% $17,602,779
LPL Financial LLC 1.5% 1,690,923 +57% 0.01% $17,162,864
Invesco Ltd. 1.3% 1,474,071 +6.5% 0% $14,961,821
Chicago Partners Investment Group LLC 0.9% 1,037,324 +0.64% 0.28% $10,456,226
ROYAL BANK OF CANADA 0.81% 935,040 +1.9% 0% $9,491,000
Capital Investment Advisors, LLC 0.7% 811,482 -8% 0.14% $8,236,542
UBS Group AG 0.67% 766,559 +12% 0% $7,780,574
Cetera Investment Advisers 0.62% 713,976 +14% 0.01% $7,246,862
RAYMOND JAMES FINANCIAL INC 0.46% 534,879 -8.1% 0% $5,429,027
Cyndeo Wealth Partners, LLC 0.38% 442,761 -2.2% 0.25% $4,494,024
Janney Montgomery Scott LLC 0.38% 441,957 +963% 0.01% $4,486,000
Kanen Wealth Management LLC 0.35% 401,414 -0.04% 1.4% $4,090,398
OAK HILL ADVISORS LP 0.34% 390,403 0% 0.83% $3,962,590
OSAIC HOLDINGS, INC. 0.33% 381,531 +15% 0.01% $3,919,182
COHEN & STEERS, INC. 0.33% 375,463 0% 0.01% $3,811,000
WELLS FARGO & COMPANY/MN 0.28% 319,438 +23% 0% $3,242,294
BANK OF AMERICA CORP /DE/ 0.26% 301,065 +3.6% 0% $3,055,805
STIFEL FINANCIAL CORP 0.25% 286,583 -32% 0% $2,908,827
COMMONWEALTH EQUITY SERVICES, LLC 0.24% 279,652 -24% 0% $2,838,000
Creative Planning 0.22% 257,487 -6.4% 0% $2,613,496
NewEdge Advisors, LLC 0.21% 246,654 +130% 0.01% $2,503,538
Shaker Financial Services, LLC 0.21% 242,714 +16% 0.84% $2,463,548

Institutional Holders of Eaton Vance Ltd Duration Income Fund - Common Stock (EVV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,584,585 $15,708,041 -$1,081,977 $9.91 14
2025 Q3 38,621,570 $392,001,967 +$7,034,084 $10.15 139
2025 Q2 37,947,919 $389,160,617 +$8,105,406 $10.26 145
2025 Q1 37,182,068 $370,993,896 +$6,250,256 $9.98 148
2024 Q4 36,565,721 $357,726,954 +$10,443,346 $9.77 164
2024 Q3 35,150,185 $369,193,488 -$12,449,398 $10.51 140
2024 Q2 36,558,129 $356,210,266 +$6,038,903 $9.74 141
2024 Q1 10,419,328 $101,588,132 -$4,408,181 $9.75 9
2023 Q4 36,269,119 $347,482,452 +$15,200,831 $9.58 163
2023 Q3 25,664,980 $231,668,105 +$18,791,218 $9.04 152
2023 Q2 32,213,331 $301,534,412 +$12,185,057 $9.36 153
2023 Q1 30,837,194 $303,350,989 -$10,188,372 $9.85 149
2022 Q4 32,082,269 $302,166,656 -$6,107,727 $9.39 160
2022 Q3 31,783,179 $293,406,728 -$4,216,493 $9.21 144
2022 Q2 32,189,959 $333,094,033 +$789,436 $10.33 145
2022 Q1 31,594,888 $368,439,170 -$9,264,194 $11.70 148
2021 Q4 32,845,191 $428,825,716 -$21,972,528 $13.10 153
2021 Q3 33,875,736 $446,529,704 -$78,051,018 $13.18 143
2021 Q2 39,817,562 $527,884,826 -$74,464,653 $13.26 145
2021 Q1 45,376,211 $573,279,531 -$43,760,003 $12.63 140
2020 Q4 48,772,224 $611,113,398 +$1,596,190 $12.53 146
2020 Q3 48,422,480 $548,685,216 -$20,936,931 $11.31 131
2020 Q2 50,196,375 $566,277,651 +$13,680,814 $11.27 128
2020 Q1 48,724,855 $515,206,342 -$27,586,529 $10.57 133
2019 Q4 51,567,696 $683,359,756 +$14,908,574 $13.25 139
2019 Q3 50,470,907 $631,097,196 -$7,993,793 $12.50 140
2019 Q2 50,774,751 $642,236,445 +$14,571,182 $12.65 146
2019 Q1 49,902,935 $631,327,445 +$14,431,690 $12.65 154
2018 Q4 48,701,473 $581,058,605 +$47,523,595 $11.92 155
2018 Q3 43,422,100 $549,400,193 +$36,031,985 $12.68 150
2018 Q2 41,226,305 $518,672,131 +$37,159,214 $12.58 154
2018 Q1 38,166,783 $496,999,277 +$27,128,217 $13.02 143
2017 Q4 35,469,194 $483,779,565 +$23,630,639 $13.65 147
2017 Q3 33,757,205 $473,690,590 +$10,030,710 $14.03 123
2017 Q2 33,198,102 $468,066,143 +$7,535,478 $14.10 125
2017 Q1 32,659,503 $451,777,796 -$2,563,929 $13.83 124
2016 Q4 32,865,296 $450,696,432 +$22,767,927 $13.72 124
2016 Q3 31,086,811 $426,312,384 -$5,203,248 $13.71 124
2016 Q2 31,584,410 $424,252,632 -$11,309,846 $13.44 123
2016 Q1 32,455,877 $426,698,897 +$10,132,986 $13.18 124
2015 Q4 31,745,773 $405,036,222 +$26,523,906 $12.76 136
2015 Q3 29,249,999 $370,872,425 +$9,160,895 $12.68 122
2015 Q2 28,535,830 $384,417,249 +$15,211,517 $13.47 120
2015 Q1 27,307,544 $392,931,607 +$6,968,873 $14.39 122
2014 Q4 26,260,121 $370,785,610 +$26,617,280 $14.12 118
2014 Q3 23,278,642 $339,403,206 +$10,804,792 $14.58 108
2014 Q2 22,522,594 $350,903,335 -$2,729,688 $15.58 107
2014 Q1 22,694,684 $346,143,401 +$1,289,632 $15.25 108