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

Q4 2025

Institutions Reporting

143

Shares (Excl. Options)

39,116,298

Price

$9.91

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Create free account and return here Sign in and return here Review latest holder period
Type / Class
Equity / Common Stock
Symbol
EVV on NYSE
Shares outstanding
115,766,697
Price per share
$9.50
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
39,116,298
Total reported value
$387,656,982
% of total 13F portfolios
0%
Share change
+512,517
Value change
+$5,042,211
Number of holders
143
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • EVV - Eaton Vance Ltd Duration Income Fund - Common Stock is tracked under CUSIP 27828H105.
  • 143 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 143 to 53 between Q4 2025 and Q1 2026.
  • Reported value moved from $387,656,982 to $47,404,958.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 143 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 27828H105?
CUSIP 27828H105 identifies EVV - Eaton Vance Ltd Duration Income Fund - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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 Dec 2025, 143 institutional investors reported holding 39,116,298 shares of Eaton Vance Ltd Duration Income Fund - Common Stock (EVV). This represents 34% 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 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 8.6% 10,003,564 -0.44% 0.01% $99,135,324
SIT INVESTMENT ASSOCIATES INC 5.6% 6,460,942 +0.69% 1.3% $64,028,000
AMERIPRISE FINANCIAL INC 3.9% 4,510,263 +9.7% 0.01% $44,703,518
GUGGENHEIM CAPITAL LLC 1.5% 1,762,567 +1.6% 0.13% $17,467,039
Invesco Ltd. 1.3% 1,454,281 -1.3% 0% $14,411,925
LPL Financial LLC 1.2% 1,344,322 -20% 0% $13,322,228
Chicago Partners Investment Group LLC 0.91% 1,050,961 +1.3% 0.26% $10,415,021
ROYAL BANK OF CANADA 0.84% 976,099 +4.4% 0% $9,673,000
Cetera Investment Advisers 0.7% 810,950 +14% 0.01% $8,036,525
UBS Group AG 0.66% 766,564 +0% 0% $7,596,649
Capital Investment Advisors, LLC 0.62% 714,065 -12% 0.11% $7,076,381
RAYMOND JAMES FINANCIAL INC 0.45% 519,842 -2.8% 0% $5,151,637
Janney Montgomery Scott LLC 0.44% 509,467 +15% 0.01% $5,049,000
Cyndeo Wealth Partners, LLC 0.38% 437,128 -1.3% 0.23% $4,331,938
OAK HILL ADVISORS LP 0.34% 390,403 0% 0.63% $3,868,894
COHEN & STEERS, INC. 0.32% 375,463 0% 0.01% $3,721,000
OSAIC HOLDINGS, INC. 0.31% 362,470 -5% 0.01% $3,592,206
Kanen Wealth Management LLC 0.31% 355,116 -12% 1.1% $3,528,000
WELLS FARGO & COMPANY/MN 0.3% 342,458 +7.2% 0% $3,393,751
BANK OF AMERICA CORP /DE/ 0.25% 294,994 -2% 0% $2,923,386
STIFEL FINANCIAL CORP 0.24% 282,339 -1.5% 0% $2,797,994
Kestra Advisory Services, LLC 0.23% 261,501 +33% 0.01% $2,591,472
NewEdge Advisors, LLC 0.22% 259,730 +5.3% 0.01% $2,573,928
CITADEL ADVISORS LLC 0.22% 253,591 0% $2,513,087
Shaker Financial Services, LLC 0.21% 239,059 -1.5% 0.75% $2,369,075

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 5,007,529 $47,404,958 -$1,758,785 $9.45 53
2025 Q4 39,116,298 $387,656,982 +$5,042,211 $9.91 143
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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .