Eaton Vance Ltd Duration Income Fund (EVV) — Institutional Holders, Q2 2026
146 institutional investment managers reported a EVV position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $398.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EVV in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Focus Partners WealthAdded · +511,732 sh+$4.8M
- MORGAN STANLEYAdded · +280,704 sh+$2.6M
- AMERIPRISE FINANCIALAdded · +259,375 sh+$2.4M
- SIT INVESTMENT ASSOCIATESAdded · +137,509 sh+$1.3M
- LPL FinancialAdded · +120,162 sh+$1.1M
Biggest sellers
- ROYAL BANK OF CANADATrimmed · -60,088 sh-$563.0K
- Shaker Financial ServicesTrimmed · -56,651 sh-$530.8K
- GUGGENHEIM CAPITALTrimmed · -49,245 sh-$461.4K
- Capital Investment AdvisorsTrimmed · -48,843 sh-$457.7K
- Chicago Partners Investment GroupTrimmed · -20,874 sh-$195.6K
EVV 13F holders ranked 1–100 of 146
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 10,100,522 sh | 10,100,522 | $94.6M | <0.01% | +2.9% |
| 2 | SIT INVESTMENT ASSOCIATES#2 · 8,006,717 sh | 8,006,717 | $75.0M | 1.42% | +1.7% |
| 3 | AMERIPRISE FINANCIAL#3 · 5,077,382 sh | 5,077,382 | $47.7M | <0.01% | +5.4% |
| 4 | GUGGENHEIM CAPITAL#4 · 1,771,126 sh | 1,771,126 | $16.6M | 0.10% | -2.7% |
| 5 | Invesco Ltd.#5 · 1,683,320 sh | 1,683,320 | $15.8M | <0.01% | +0.3% |
| 6 | LPL Financial#6 · 1,218,648 sh | 1,218,648 | $11.4M | <0.01% | +10.9% |
| 7 | Chicago Partners Investment Group#7 · 1,043,303 sh | 1,043,303 | $9.5M | — | -2.0% |
| 8 | Cetera Investment Advisers#8 · 983,948 sh | 983,948 | $9.2M | <0.01% | +5.4% |
| 9 | ROYAL BANK OF CANADA#9 · 935,817 sh | 935,817 | $8.8M | <0.01% | -6.0% |
| 10 | UBS Group AG#10 · 725,540 sh | 725,540 | $6.8M | <0.01% | +1.1% |
| 11 | RAYMOND JAMES FINANCIAL#11 · 630,916 sh | 630,916 | $5.9M | <0.01% | +6.7% |
| 12 | Janney Montgomery Scott#12 · 600,267 sh | 600,267 | $5.6M | 0.01% | +15.3% |
| 13 | Focus Partners Wealth#13 · 594,778 sh | 594,778 | $5.6M | <0.01% | +616.2% |
| 14 | Capital Investment Advisors#14 · 580,562 sh | 580,562 | $5.4M | — | -7.8% |
| 15 | Kanen Wealth Management#15 · 465,077 sh | 465,077 | $4.4M | 1.06% | +22.4% |
| 16 | WELLS FARGO & COMPANY#16 · 419,238 sh | 419,238 | $3.9M | <0.01% | +15.2% |
| 17 | OSAIC#17 · 409,060 sh | 409,060 | $3.8M | <0.01% | +9.7% |
| 18 | Cyndeo Wealth Partners#18 · 391,237 sh | 391,237 | $3.7M | — | -2.5% |
| 19 | OAK HILL ADVISORS#19 · 390,403 sh | 390,403 | $3.7M | 0.52% | 0.0% |
| 20 | COHEN & STEERS#20 · 375,463 sh | 375,463 | $3.5M | <0.01% | 0.0% |
| 21 | STIFEL FINANCIAL#21 · 354,382 sh | 354,382 | $3.3M | <0.01% | +9.7% |
| 22 | Kestra Advisory Services#22 · 329,156 sh | 329,156 | $3.1M | 0.01% | +15.8% |
| 23 | BANK OF AMERICA#23 · 256,234 sh | 256,234 | $2.4M | <0.01% | -3.8% |
| 24 | NewEdge Advisors#24 · 251,894 sh | 251,894 | $2.4M | <0.01% | +2.4% |
| 25 | Shaker Financial Services#25 · 232,722 sh | 232,722 | $2.2M | — | -19.6% |
| 26 | Creative Planning#26 · 228,190 sh | 228,190 | $2.1M | <0.01% | -0.2% |
| 27 | Baird Financial Group#27 · 226,485 sh | 226,485 | $2.1M | <0.01% | +11.5% |
| 28 | THRIVENT FINANCIAL FOR LUTHERANS#28 · 225,187 sh | 225,187 | $2.1M | <0.01% | 0.0% |
| 29 | Summit Financial#29 · 218,078 sh | 218,078 | $2.0M | 0.02% | +4.7% |
| 30 | WOLVERINE ASSET MANAGEMENT#30 · 210,171 sh | 210,171 | $2.0M | 0.02% | +42.7% |
| 31 | COMMONWEALTH EQUITY SERVICES#31 · 202,962 sh | 202,962 | $1.9M | <0.01% | +5.1% |
| 32 | Ethos Financial Group#32 · 165,093 sh | 165,093 | $1.5M | 0.10% | -4.3% |
| 33 | Aviance Capital Partners#33 · 139,597 sh | 139,597 | $1.3M | 0.14% | -2.1% |
| 34 | Clear Creek Financial Management#34 · 139,244 sh | 139,244 | $1.3M | 0.08% | +3.5% |
| 35 | CoreCap Advisors#35 · 114,835 sh | 114,835 | $1.1M | — | -5.6% |
| 36 | JANE STREET GROUP#36 · 111,947 sh | 111,947 | $1.0M | <0.01% | +361.6% |
| 37 | KENNEDY INVESTMENT GROUP#37 · 111,452 sh | 111,452 | $1.0M | — | -7.5% |
| 38 | MELFA WEALTH MANAGEMENT#38 · 99,596 sh | 99,596 | $933.2K | 0.50% | 0.0% |
| 39 | Lido Advisors#39 · 93,644 sh | 93,644 | $877.4K | <0.01% | +36.5% |
| 40 | Rockefeller Capital Management L.P.#40 · 92,110 sh | 92,110 | $863.1K | <0.01% | -1.9% |
| 41 | WEDBUSH SECURITIES#41 · 91,632 sh | 91,632 | $859.0K | — | -2.1% |
| 42 | Cambridge Investment Research Advisors#42 · 90,167 sh | 90,167 | $845.0K | <0.01% | +5.1% |
| 43 | INDEPENDENT FINANCIAL GROUP#43 · 81,289 sh | 81,289 | $761.7K | — | +5.2% |
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#44 · 75,541 sh | 75,541 | $707.8K | <0.01% | New |
| 45 | NWF Advisory Services#45 · 71,650 sh | 71,650 | $671.4K | — | -12.5% |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#46 · 70,602 sh | 70,602 | $661.5K | <0.01% | +31.3% |
| 47 | IMC-Chicago#47 · 68,616 sh | 68,616 | $642.9K | <0.01% | New |
| 48 | XTX Topco Ltd#48 · 67,276 sh | 67,276 | $630.4K | <0.01% | +516.8% |
| 49 | PIN OAK INVESTMENT ADVISORS#49 · 62,173 sh | 62,173 | $588.0K | 0.43% | 0.0% |
| 50 | FLAGSHIP HARBOR ADVISORS#50 · 62,668 sh | 62,668 | $587.2K | — | -5.8% |
| 51 | Pathstone#51 · 62,095 sh | 62,095 | $581.8K | <0.01% | +277.1% |
| 52 | Marex Group plc#52 · 59,440 sh | 59,440 | $557.0K | <0.01% | New |
| 53 | BENJAMIN EDWARDS#53 · 59,173 sh | 59,173 | $554.5K | <0.01% | -3.4% |
| 54 | WEALTH ENHANCEMENT ADVISORY SERVICES#54 · 55,769 sh | 55,769 | $520.3K | — | 0.0% |
| 55 | Merit Financial Group#55 · 51,630 sh | 51,630 | $483.8K | <0.01% | -10.8% |
| 56 | Advisory Services Network#56 · 47,264 sh | 47,264 | $442.9K | <0.01% | +15.9% |
| 57 | Almitas Capital#57 · 46,399 sh | 46,399 | $434.8K | 0.10% | New |
| 58 | Pointe Capital Management#58 · 44,619 sh | 44,619 | $418.1K | 0.19% | -7.3% |
| 59 | Future Financial Wealth Managment#59 · 42,340 sh | 42,340 | $385.7K | — | -12.1% |
| 60 | Apriem Advisors#60 · 39,129 sh | 39,129 | $366.6K | 0.03% | +24.2% |
| 61 | Rock Point Advisors#61 · 38,749 sh | 38,749 | $363.1K | 0.09% | 0.0% |
| 62 | ENVESTNET ASSET MANAGEMENT#62 · 38,739 sh | 38,739 | $363.0K | <0.01% | +2.4% |
| 63 | Fortitude Advisory Group L.L.C.#63 · 36,756 sh | 36,756 | $344.4K | — | +5.5% |
| 64 | WEALTH EFFECTS#64 · 36,745 sh | 36,745 | $344.3K | — | +1.8% |
| 65 | FIFTH THIRD BANCORP#65 · 35,033 sh | 35,033 | $328.3K | <0.01% | +2.3% |
| 66 | CURA WEALTH ADVISORS#66 · 34,912 sh | 34,912 | $327.1K | 0.14% | +1.5% |
| 67 | Mallini Complete Financial Planning#67 · 34,773 sh | 34,773 | $325.8K | — | +1.0% |
| 68 | MML INVESTORS SERVICES#68 · 31,492 sh | 31,492 | $295.1K | <0.01% | +29.5% |
| 69 | READYSTATE ASSET MANAGEMENT#69 · 31,085 sh | 31,085 | $291.3K | <0.01% | New |
| 70 | PFG Investments#70 · 31,037 sh | 31,037 | $290.8K | 0.01% | -1.8% |
| 71 | VIRTUE ASSET MANAGEMENT#71 · 28,975 sh | 28,975 | $271.5K | — | -6.5% |
| 72 | CITADEL ADVISORS#72 · 28,089 sh | 28,089 | $263.2K | 0.00% | New |
| 73 | Mendel Capital Management#73 · 27,242 sh | 27,242 | $255.3K | 0.11% | 0.0% |
| 74 | Advisory Solutions Group#74 · 25,211 sh | 25,211 | $236.2K | — | — |
| 75 | STEPHENS#75 · 23,100 sh | 23,100 | $216.4K | <0.01% | +34.6% |
| 76 | HRT FINANCIAL#76 · 22,693 sh | 22,693 | $212.0K | <0.01% | New |
| 77 | Quad-Cities Investment Group#77 · 22,523 sh | 22,523 | $211.0K | — | -23.6% |
| 78 | CONNING#78 · 22,455 sh | 22,455 | $210.4K | <0.01% | 0.0% |
| 79 | FIRST MERCHANTS#79 · 21,000 sh | 21,000 | $196.8K | — | 0.0% |
| 80 | NOMURA#80 · 20,000 sh | 20,000 | $187.4K | <0.01% | +100.0% |
| 81 | IAMS WEALTH MANAGEMENT#81 · 20,000 sh | 20,000 | $187.4K | — | 0.0% |
| 82 | ASHTON THOMAS SECURITIES#82 · 19,000 sh | 19,000 | $178.0K | — | -32.1% |
| 83 | NBC SECURITIES#83 · 18,300 sh | 18,300 | $171.5K | — | 0.0% |
| 84 | Concurrent Investment Advisors#84 · 17,365 sh | 17,365 | $162.7K | — | +1.0% |
| 85 | OPPENHEIMER#85 · 17,231 sh | 17,231 | $161.5K | — | +1.7% |
| 86 | DUDLEY CAPITAL MANAGEMENT#86 · 17,000 sh | 17,000 | $159.3K | — | -2.2% |
| 87 | Bison Wealth#87 · 16,850 sh | 16,850 | $158.7K | — | 0.0% |
| 88 | B. Riley Wealth Advisors#88 · 16,647 sh | 16,647 | $155.5K | — | -19.0% |
| 89 | Camelot Portfolios#89 · 16,576 sh | 16,576 | $155.3K | 0.11% | -0.3% |
| 90 | WealthTrust Asset Management#90 · 15,961 sh | 15,961 | $149.6K | — | -6.1% |
| 91 | Quantinno Capital Management#91 · 15,790 sh | 15,790 | $148.0K | <0.01% | New |
| 92 | Sandy Cove Advisors#92 · 15,600 sh | 15,600 | $146.2K | 0.04% | 0.0% |
| 93 | Virtu Financial#93 · 14,964 sh | 14,964 | $140.0K | <0.01% | New |
| 94 | Cresset Asset Management#94 · 14,400 sh | 14,400 | $134.9K | <0.01% | 0.0% |
| 95 | IHT Wealth Management#95 · 14,384 sh | 14,384 | $134.8K | <0.01% | New |
| 96 | Onyx Bridge Wealth Group#96 · 14,363 sh | 14,363 | $134.6K | — | +1.6% |
| 97 | Moors & Cabot#97 · 14,361 sh | 14,361 | $134.6K | <0.01% | -6.4% |
| 98 | HARBOUR INVESTMENTS#98 · 14,031 sh | 14,031 | $131.5K | <0.01% | -2.1% |
| 99 | Cape Investment Advisory#99 · 13,341 sh | 13,341 | $125.0K | — | +9.5% |
| 100 | Prospera Financial Services#100 · 13,128 sh | 13,128 | $123.0K | <0.01% | New |
Funds that sold out of EVV in Q2 2026 (10)
Held EVV at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Private Advisor Group19,767 sh | 19,767 | $186.8K |
| BOOTHBAY FUND MANAGEMENT19,644 sh | 19,644 | $185.6K |
| BALYASNY ASSET MANAGEMENT L.P.15,039 sh | 15,039 | $142.1K |
| MERCER GLOBAL ADVISORS13,332 sh | 13,332 | $126.0K |
| Ellis Investment Partners10,896 sh | 10,896 | $103.0K |
| MAI Capital Management8,100 sh | 8,100 | $76.5K |
| Sound Income Strategies7,267 sh | 7,267 | $68.3K |
| JONES FINANCIAL COMPANIES LLLP3,539 sh | 3,539 | $31.9K |
| Legacy Wealth Managment1,173 sh | 1,173 | $11.1K |
| Tower Research Capital (TRC)1 sh | 1 | $9.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.