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 Q1 2026

Latest Period

Q1 2026

Institutions Reporting

133

Shares (Excl. Options)

40,257,595

Price

$9.45

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Type / Class
Equity / Common Stock
Symbol
EVV on NYSE
Shares outstanding
115,766,697
Price per share
$9.50
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
40,257,595
Total reported value
$380,597,674
% of total 13F portfolios
0%
Share change
+1,341,378
Value change
+$12,368,882
Number of holders
133
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • EVV - Eaton Vance Ltd Duration Income Fund - Common Stock is tracked under CUSIP 27828H105.
  • 133 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 144 to 133 between Q4 2025 and Q1 2026.
  • Reported value moved from $388,373,277 to $380,597,674.

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

Latest holder context comes from 133 institutions filings for Q1 2026.

Open SEC Evidence

Security key

27828H105

Latest holder period

Q1 2026

13F holders

133

13D/G owners

1

CIK / CUSIP context first

Open Q1 2026 holders EVV full holder history Eaton Vance Ltd Duration Income Fund SEC filings Eaton Vance Ltd Duration Income Fund insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

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 6.6% +17% $75,871,178 +$11,805,767 7,640,602 +18% Sit Investment Associates, Inc. 09 Mar 2026

As of 31 Mar 2026, 133 institutional investors reported holding 40,257,595 shares of Eaton Vance Ltd Duration Income Fund - Common Stock (EVV). This represents 35% of the company’s total 115,766,697 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Eaton Vance Ltd Duration Income Fund - Common Stock (EVV) together control 31% 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 8.5% 9,819,817 -1.8% 0.01% $92,797,279
SIT INVESTMENT ASSOCIATES INC 6.8% 7,869,208 +22% 1.5% $74,364,000
AMERIPRISE FINANCIAL INC 4.2% 4,818,007 +6.8% 0.01% $45,533,776
GUGGENHEIM CAPITAL LLC 1.6% 1,820,371 +3.3% 0.14% $17,202,505
Invesco Ltd. 1.4% 1,677,489 +15% 0% $15,852,271
LPL Financial LLC 0.95% 1,098,486 -18% 0% $10,380,696
Chicago Partners Investment Group LLC 0.92% 1,064,177 +1.3% 0.24% $10,152,244
ROYAL BANK OF CANADA 0.86% 995,905 +2% 0% $9,411,000
Cetera Investment Advisers 0.81% 933,420 +15% 0.01% $8,820,821
UBS Group AG 0.62% 717,312 -6.4% 0% $6,778,598
Capital Investment Advisors, LLC 0.54% 629,405 -12% 0.09% $5,947,877
RAYMOND JAMES FINANCIAL INC 0.51% 591,129 +14% 0% $5,586,169
Janney Montgomery Scott LLC 0.45% 520,780 +2.2% 0.01% $4,921,000
Cyndeo Wealth Partners, LLC 0.35% 401,237 -8.2% 0.2% $3,791,690
OAK HILL ADVISORS LP 0.34% 390,403 0% 0.42% $3,689,308
Kanen Wealth Management LLC 0.33% 379,816 +7% 1.3% $3,589,261
COHEN & STEERS, INC. 0.32% 375,463 0% 0.01% $3,548,000
OSAIC HOLDINGS, INC. 0.32% 372,839 +2.9% 0.01% $3,523,426
WELLS FARGO & COMPANY/MN 0.31% 364,047 +6.3% 0% $3,440,246
STIFEL FINANCIAL CORP 0.28% 323,057 +14% 0% $3,052,888
Shaker Financial Services, LLC 0.25% 289,373 +21% 0.95% $2,734,575
Kestra Advisory Services, LLC 0.25% 284,294 +8.7% 0.01% $2,686,574
BANK OF AMERICA CORP /DE/ 0.23% 266,324 -9.7% 0% $2,516,762
Creative Planning 0.2% 228,598 +0.09% 0% $2,160,251
Thrivent Financial for Lutherans 0.19% 225,187 +7.1% 0% $2,128,000

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
2026 Q1 40,257,595 $380,597,674 +$12,368,882 $9.45 133
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
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
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