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
$9.93
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
39,016,598
Total reported value
$386,681,086
% of total 13F portfolios
0%
Share change
+521,817
Value change
+$5,135,094
Number of holders
140
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 31 Dec 2025, 140 institutional investors reported holding 39,016,598 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% 10,003,564 -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 0.85% 976,099 +4.4% 0% $9,673,000
Cetera Investment Advisers 0.7% 810,950 +14% 0.01% $8,036,525
UBS Group AG 0.67% 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. 0.33% 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/ 0.26% 294,994 -2% 0% $2,923,386
STIFEL FINANCIAL CORP 0.25% 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 0.23% 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
2025 Q4 39,016,598 $386,681,086 +$5,135,094 $9.91 140
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