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
+703,844
Value change
+$7,035,073
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 1,479,911 $14,670,719 -$1,111,628 $9.91 10
2025 Q3 38,621,570 $392,001,967 +$7,035,073 $10.15 139
2025 Q2 37,947,877 $389,159,617 +$8,104,383 $10.26 144
2025 Q1 37,182,068 $370,993,896 +$6,240,503 $9.98 148
2024 Q4 36,599,147 $357,890,761 +$9,018,463 $9.77 163
2024 Q3 35,267,135 $370,422,633 -$12,502,611 $10.51 141
2024 Q2 36,748,113 $358,060,712 -$3,915,338 $9.74 142
2024 Q1 37,167,155 $362,034,830 +$7,416,902 $9.75 150
2023 Q4 36,426,919 $348,994,176 +$19,756,676 $9.58 164
2023 Q3 34,536,566 $311,867,254 +$19,444,468 $9.04 155
2023 Q2 32,381,831 $303,111,572 +$10,772,597 $9.36 154
2023 Q1 31,005,694 $304,928,149 -$10,169,393 $9.85 150
2022 Q4 32,082,269 $302,166,656 -$6,107,745 $9.39 160
2022 Q3 31,783,179 $293,406,728 -$4,339,867 $9.21 144
2022 Q2 32,189,959 $333,094,033 +$799,730 $10.33 145
2022 Q1 32,077,536 $374,086,170 -$9,215,853 $11.70 149
2021 Q4 32,845,562 $428,830,716 -$22,097,567 $13.10 154
2021 Q3 33,864,018 $446,334,704 -$78,037,549 $13.18 140
2021 Q2 39,806,247 $527,692,826 -$74,464,605 $13.26 143
2021 Q1 45,468,930 $574,411,531 -$43,187,733 $12.63 139
2020 Q4 48,772,224 $611,113,398 +$1,532,305 $12.53 146
2020 Q3 48,422,608 $548,686,216 -$21,099,809 $11.31 132
2020 Q2 50,196,375 $566,277,651 +$15,730,031 $11.27 128
2020 Q1 48,906,585 $517,115,342 -$27,635,286 $10.57 134
2019 Q4 51,620,198 $684,055,756 +$15,013,874 $13.25 140
2019 Q3 50,470,907 $631,097,196 -$8,165,399 $12.50 140
2019 Q2 51,102,385 $646,381,445 +$14,728,671 $12.65 147
2019 Q1 49,902,935 $631,327,445 +$14,403,875 $12.65 154
2018 Q4 48,701,473 $581,058,605 +$47,574,559 $11.92 155
2018 Q3 44,488,559 $562,923,193 +$37,006,408 $12.68 151
2018 Q2 41,497,662 $522,193,131 +$38,458,899 $12.58 156
2018 Q1 38,440,713 $500,566,277 +$26,937,553 $13.02 145
2017 Q4 36,312,530 $495,293,565 +$25,253,752 $13.65 149
2017 Q3 34,040,137 $477,659,590 +$10,999,433 $14.03 125
2017 Q2 33,226,465 $468,466,143 +$7,644,358 $14.10 126
2017 Q1 32,692,693 $452,236,796 -$2,522,530 $13.83 125
2016 Q4 32,895,490 $451,110,432 +$22,762,630 $13.72 125
2016 Q3 31,117,394 $426,732,384 -$5,200,284 $13.71 125
2016 Q2 31,614,774 $424,659,632 -$10,928,688 $13.44 124
2016 Q1 32,455,877 $426,698,897 +$10,095,894 $13.18 124
2015 Q4 31,745,773 $405,036,222 +$26,058,545 $12.76 136
2015 Q3 29,249,999 $370,872,425 +$9,157,927 $12.68 122
2015 Q2 28,536,062 $384,420,249 +$15,214,749 $13.47 120
2015 Q1 27,307,719 $392,933,607 +$7,076,619 $14.39 123
2014 Q4 26,260,237 $370,787,960 +$26,617,306 $14.12 119
2014 Q3 23,278,642 $339,403,206 +$10,804,819 $14.58 108
2014 Q2 22,522,594 $350,903,335 -$2,728,106 $15.58 107
2014 Q1 22,738,234 $346,807,401 +$1,291,093 $15.25 109