Latest Period
Q2 2026
Security Snapshot
Eaton Vance Ltd Duration Income Fund - Common Stock (EVV) Institutional Ownership
CUSIP: 27828H105
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
143
Shares (Excl. Options)
42,589,775
Price
$9.37
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- Security type / class
- Equity / Common Stock
- Symbol
- EVV on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 42,589,775
- Total 13F value
- $398,887,673
- Portfolio coverage rank
- 0%
- Share change
- +2,065,287
- Value change
- +$19,357,735
- Number of holders
- 143
- Shares outstanding
- 115,766,697
- SEC-reported price per share
- $9.25
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- EVV - Eaton Vance Ltd Duration Income Fund - Common Stock is tracked under CUSIP 27828H105.
- 143 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 134 to 143 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $382,922,382 to $398,887,673.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 143 institutions filings for Q2 2026.
Security key
27828H105
Latest holder period
Q2 2026
13F holders
143
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
EVV full holder history
Eaton Vance Ltd Duration Income Fund SEC filings
Eaton Vance Ltd Duration Income Fund insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 27828H105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
EVV
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 6.6% | +17% | $75,871,178 | +$11,805,767 | 7,640,602 | +18% | Sit Investment Associates, Inc. | 09 Mar 2026 |
As of 30 Jun 2026, 143 institutional investors reported holding 42,589,775 shares of Eaton Vance Ltd Duration Income Fund - Common Stock (EVV). This represents 37% of the company’s total 115,766,697 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
33%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 8.7% | 10,100,522 | +2.9% | 0.01% | $94,641,900 |
| SIT INVESTMENT ASSOCIATES INC | 6.9% | 8,006,717 | +1.7% | 1.4% | $75,023,000 |
| AMERIPRISE FINANCIAL INC | 4.4% | 5,077,382 | +5.4% | 0.01% | $47,681,303 |
| GUGGENHEIM CAPITAL LLC | 1.5% | 1,771,126 | -2.7% | 0.11% | $16,595,451 |
| Invesco Ltd. | 1.5% | 1,683,320 | +0.35% | 0% | $15,772,708 |
| LPL Financial LLC | 1.1% | 1,218,648 | +11% | 0% | $11,418,734 |
| Chicago Partners Investment Group LLC | 0.9% | 1,043,303 | -2% | 0.19% | $9,504,492 |
| Cetera Investment Advisers | 0.85% | 983,948 | +5.4% | 0.01% | $9,219,600 |
| ROYAL BANK OF CANADA | 0.81% | 935,817 | -6% | 0% | $8,769,000 |
| UBS Group AG | 0.63% | 725,540 | +1.1% | 0% | $6,798,310 |
| RAYMOND JAMES FINANCIAL INC | 0.54% | 630,916 | +6.7% | 0% | $5,911,683 |
| Janney Montgomery Scott LLC | 0.52% | 600,267 | +15% | 0.01% | $5,625,000 |
| Focus Partners Wealth | 0.51% | 594,778 | +616% | 0.01% | $5,573,080 |
| Capital Investment Advisors, LLC | 0.5% | 580,562 | -7.8% | 0.07% | $5,439,864 |
| Kanen Wealth Management LLC | 0.4% | 465,077 | +22% | 1.1% | $4,355,272 |
| WELLS FARGO & COMPANY/MN | 0.36% | 419,238 | +15% | 0% | $3,928,261 |
| OSAIC HOLDINGS, INC. | 0.35% | 409,060 | +9.7% | 0% | $3,833,010 |
| Cyndeo Wealth Partners, LLC | 0.34% | 391,237 | -2.5% | 0.17% | $3,665,891 |
| OAK HILL ADVISORS LP | 0.34% | 390,403 | 0% | 0.52% | $3,658,076 |
| COHEN & STEERS, INC. | 0.32% | 375,463 | 0% | 0.01% | $3,518,000 |
| STIFEL FINANCIAL CORP | 0.31% | 354,382 | +9.7% | 0% | $3,320,558 |
| Kestra Advisory Services, LLC | 0.28% | 329,156 | +16% | 0.01% | $3,084,196 |
| BANK OF AMERICA CORP /DE/ | 0.22% | 256,234 | -3.8% | 0% | $2,400,909 |
| NewEdge Advisors, LLC | 0.22% | 251,894 | +2.4% | 0.01% | $2,360,248 |
| Shaker Financial Services, LLC | 0.2% | 232,722 | -20% | 0.68% | $2,180,606 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 42,589,775 | $398,887,673 | +$19,357,735 | $9.37 | 143 |
| 2026 Q1 | 40,503,596 | $382,922,382 | +$12,228,089 | $9.45 | 134 |
| 2025 Q4 | 39,188,578 | $388,373,277 | +$5,042,211 | $9.91 | 144 |
| 2025 Q3 | 38,621,569 | $392,001,957 | +$7,035,063 | $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 |