Eaton Vance Ltd Duration Income Fund (EVV) — Institutional Holders, Q2 2026 (page 2)
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 101 to 146. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EVV 13F holders ranked 101–146 of 146
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | ProVise Management Group#101 · 13,063 sh | 13,063 | $122.4K | <0.01% | 0.0% |
| 102 | Garden State Investment Advisory Services#102 · 12,875 sh | 12,875 | $120.6K | 0.02% | +22.7% |
| 103 | HOLLENCREST SECURITIES#103 · 12,760 sh | 12,760 | $119.6K | <0.01% | 0.0% |
| 104 | Corient Private Wealth#104 · 12,640 sh | 12,640 | $118.4K | <0.01% | -11.6% |
| 105 | HORIZON KINETICS ASSET MANAGEMENT#105 · 12,417 sh | 12,417 | $116.3K | <0.01% | 0.0% |
| 106 | DECISION INVESTMENTS#106 · 12,100 sh | 12,100 | $113.4K | — | 0.0% |
| 107 | AlphaCore Capital#107 · 12,000 sh | 12,000 | $112.4K | <0.01% | -60.0% |
| 108 | WealthTrust Axiom#108 · 11,800 sh | 11,800 | $110.6K | 0.02% | 0.0% |
| 109 | BESSEMER GROUP#109 · 11,700 sh | 11,700 | $110.0K | <0.01% | New |
| 110 | FIRST FOUNDATION ADVISORS#110 · 11,377 sh | 11,377 | $106.6K | <0.01% | -38.9% |
| 111 | Western Wealth Management#111 · 11,162 sh | 11,162 | $104.6K | <0.01% | 0.0% |
| 112 | EASTERN BANK#112 · 11,000 sh | 11,000 | $103.1K | — | 0.0% |
| 113 | Apollon Wealth Management#113 · 10,435 sh | 10,435 | $97.8K | — | +1.8% |
| 114 | Spire Wealth Management#114 · 7,838 sh | 7,838 | $73.4K | <0.01% | 0.0% |
| 115 | BARRETT & COMPANY#115 · 7,000 sh | 7,000 | $65.6K | — | 0.0% |
| 116 | CITY HOLDING#116 · 6,000 sh | 6,000 | $56.2K | — | 0.0% |
| 117 | IFP Advisors#117 · 5,813 sh | 5,813 | $54.5K | — | 0.0% |
| 118 | Global Retirement Partners#118 · 5,758 sh | 5,758 | $54.0K | <0.01% | — |
| 119 | Byrne Asset Management#119 · 4,750 sh | 4,750 | $44.5K | — | 0.0% |
| 120 | Marshall & Sterling Wealth Advisors#120 · 3,400 sh | 3,400 | $31.9K | 0.02% | 0.0% |
| 121 | Steward Partners Investment Advisory#121 · 2,662 sh | 2,662 | $24.9K | <0.01% | -87.8% |
| 122 | Farther Finance Advisors#122 · 2,572 sh | 2,572 | $24.1K | — | -9.4% |
| 123 | Clear Street Group#123 · 2,390 sh | 2,390 | $22.4K | <0.01% | New |
| 124 | Allworth Financial#124 · 2,133 sh | 2,133 | $20.0K | <0.01% | -51.2% |
| 125 | West Branch Capital#125 · 2,128 sh | 2,128 | $19.9K | — | 0.0% |
| 126 | Crewe Advisors#126 · 1,836 sh | 1,836 | $17.2K | <0.01% | +2.6% |
| 127 | SRS Capital Advisors#127 · 1,700 sh | 1,700 | $15.9K | <0.01% | New |
| 128 | EverSource Wealth Advisors#128 · 1,500 sh | 1,500 | $14.1K | <0.01% | +9275.0% |
| 129 | Bogart Wealth#129 · 1,500 sh | 1,500 | $14.1K | <0.01% | 0.0% |
| 130 | LifeSteps Financial#130 · 1,400 sh | 1,400 | $13.1K | — | New |
| 131 | IFG Advisory#131 · 1,270 sh | 1,270 | $11.9K | <0.01% | New |
| 132 | Integrated Wealth Concepts#132 · 1,107 sh | 1,107 | $10.4K | <0.01% | New |
| 133 | Axiom Investment Management#133 · 1,017 sh | 1,017 | $9.5K | <0.01% | -47.1% |
| 134 | HIGHLINE WEALTH PARTNERS#134 · 1,000 sh | 1,000 | $9.4K | — | 0.0% |
| 135 | SHP Wealth Management#135 · 870 sh | 870 | $8.2K | <0.01% | -13.0% |
| 136 | Godfrey Financial Associates#136 · 833 sh | 833 | $7.8K | <0.01% | 0.0% |
| 137 | Ares Financial Consulting#137 · 599 sh | 599 | $5.6K | — | +2.2% |
| 138 | James T. Borello RIA#138 · 500 sh | 500 | $4.7K | — | 0.0% |
| 139 | Smartleaf Asset Management#139 · 500 sh | 500 | $4.7K | <0.01% | 0.0% |
| 140 | PNC FINANCIAL SERVICES GROUP#140 · 477 sh | 477 | $4.5K | 0.00% | 0.0% |
| 141 | Nova Wealth Management#141 · 304 sh | 304 | $2.8K | <0.01% | 0.0% |
| 142 | Concord Wealth Partners#142 · 276 sh | 276 | $2.6K | <0.01% | New |
| 143 | CX Institutional#143 · 175 sh | 175 | $2.0K | — | New |
| 144 | ASSETMARK#144 · 170 sh | 170 | $1.6K | — | 0.0% |
| 145 | JFS WEALTH ADVISORS#145 · 96 sh | 96 | $900.00 | 0.00% | New |
| 146 | HORIZON BANCORP#146 · 42 sh | 42 | $0.00 | 0.00% | 0.0% |
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.