EVV Eaton Vance Ltd Duration Income Fund
Eaton Vance Ltd Duration Income Fund (EVV) Institutional Ownership
What the institutions did with EVV last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 10.1M | 23.7% |
| SIT INVESTMENT ASSOCIATES INC | 8.0M | 18.8% |
| AMERIPRISE FINANCIAL INC | 5.1M | 11.9% |
| GUGGENHEIM CAPITAL LLC | 1.8M | 4.1% |
| Invesco Ltd. | 1.7M | 3.9% |
| LPL Financial LLC | 1.2M | 2.9% |
| Chicago Partners Investment Group LLC | 1.0M | 2.4% |
| Cetera Investment Advisers | 983.9K | 2.3% |
| ROYAL BANK OF CANADA | 935.8K | 2.2% |
| UBS Group AG | 725.5K | 1.7% |
| RAYMOND JAMES FINANCIAL INC | 630.9K | 1.5% |
| Janney Montgomery Scott LLC | 600.3K | 1.4% |
| Focus Partners Wealth | 594.8K | 1.4% |
| Capital Investment Advisors, LLC | 580.6K | 1.4% |
| Kanen Wealth Management LLC | 465.1K | 1.1% |
| WELLS FARGO & COMPANY/MN | 419.2K | 1.0% |
| OSAIC HOLDINGS, INC. | 409.1K | 1.0% |
| Cyndeo Wealth Partners, LLC | 391.2K | 0.9% |
| OAK HILL ADVISORS LP | 390.4K | 0.9% |
| COHEN & STEERS, INC. | 375.5K | 0.9% |
| STIFEL FINANCIAL CORP | 354.4K | 0.8% |
| Kestra Advisory Services, LLC | 329.2K | 0.8% |
| BANK OF AMERICA CORP /DE/ | 256.2K | 0.6% |
| NewEdge Advisors, LLC | 251.9K | 0.6% |
| Shaker Financial Services, LLC | 232.7K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Focus Partners Wealth | Increased | 83.0K | 594.8K | +511.7K |
| MORGAN STANLEY | Increased | 9.8M | 10.1M | +280.7K |
| AMERIPRISE FINANCIAL INC | Increased | 4.8M | 5.1M | +259.4K |
| SIT INVESTMENT ASSOCIATES INC | Increased | 7.9M | 8.0M | +137.5K |
| LPL Financial LLC | Increased | 1.1M | 1.2M | +120.2K |
| Cambridge Investment Research Advisors, Inc. | Increased | 85.8K | 180.3K | +94.6K |
| JANE STREET GROUP, LLC | Increased | 24.3K | 111.9K | +87.7K |
| Kanen Wealth Management LLC | Increased | 379.8K | 465.1K | +85.3K |
| Janney Montgomery Scott LLC | Increased | 520.8K | 600.3K | +79.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | 272 | 75.5K | +75.3K |
| IMC-Chicago, LLC | New | 0 | 68.6K | +68.6K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 147.3K | 210.2K | +62.9K |
| ROYAL BANK OF CANADA | Reduced | 995.9K | 935.8K | -60.1K |
| Marex Group plc | New | 0 | 59.4K | +59.4K |
| Shaker Financial Services, LLC | Reduced | 289.4K | 232.7K | -56.7K |
| XTX Topco Ltd | Increased | 10.9K | 67.3K | +56.4K |
| WELLS FARGO & COMPANY/MN | Increased | 364.0K | 419.2K | +55.2K |
| Cetera Investment Advisers | Increased | 933.4K | 983.9K | +50.5K |
| GUGGENHEIM CAPITAL LLC | Reduced | 1.8M | 1.8M | -49.2K |
| Capital Investment Advisors, LLC | Reduced | 629.4K | 580.6K | -48.8K |
| Almitas Capital LLC | New | 0 | 46.4K | +46.4K |
| Pathstone Holdings, LLC | Increased | 16.5K | 62.1K | +45.6K |
| Kestra Advisory Services, LLC | Increased | 284.3K | 329.2K | +44.9K |
| RAYMOND JAMES FINANCIAL INC | Increased | 591.1K | 630.9K | +39.8K |
| OSAIC HOLDINGS, INC. | Increased | 372.8K | 409.1K | +36.2K |
| STIFEL FINANCIAL CORP | Increased | 323.1K | 354.4K | +31.3K |
| READYSTATE ASSET MANAGEMENT LP | New | 0 | 31.1K | +31.1K |
| CITADEL ADVISORS LLC | New | 0 | 28.1K | +28.1K |
| Lido Advisors, LLC | Increased | 68.6K | 93.6K | +25.0K |
| Baird Financial Group, Inc. | Increased | 203.1K | 226.5K | +23.4K |
| HRT FINANCIAL LP | New | 0 | 22.7K | +22.7K |
| Chicago Partners Investment Group LLC | Reduced | 1.1M | 1.0M | -20.9K |
| Private Advisor Group, LLC | Sold Out | 19.8K | 0 | -19.8K |
| BOOTHBAY FUND MANAGEMENT, LLC | Sold Out | 19.6K | 0 | -19.6K |
| Steward Partners Investment Advisory, LLC | Reduced | 21.8K | 2.7K | -19.1K |
| AlphaCore Capital LLC | Reduced | 30.0K | 12.0K | -18.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 53.8K | 70.6K | +16.8K |
| Quantinno Capital Management LP | New | 0 | 15.8K | +15.8K |
| Balyasny Asset Management L.P. | Sold Out | 15.0K | 0 | -15.0K |
| Virtu Financial LLC | New | 0 | 15.0K | +15.0K |
| IHT Wealth Management, LLC | New | 0 | 14.4K | +14.4K |
| MERCER GLOBAL ADVISORS INC /ADV | Sold Out | 13.3K | 0 | -13.3K |
| Prospera Financial Services Inc | New | 0 | 13.1K | +13.1K |
| BESSEMER GROUP INC | New | 0 | 11.7K | +11.7K |
| Ellis Investment Partners, LLC | Sold Out | 10.9K | 0 | -10.9K |
| NWF Advisory Services Inc. | Reduced | 81.9K | 71.7K | -10.2K |
| BANK OF AMERICA CORP /DE/ | Reduced | 266.3K | 256.2K | -10.1K |
| NOMURA HOLDINGS INC | Increased | 10.0K | 20.0K | +10.0K |
| Cyndeo Wealth Partners, LLC | Reduced | 401.2K | 391.2K | -10.0K |
| Summit Financial, LLC | Increased | 208.2K | 218.1K | +9.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 193.1K | 203.0K | +9.9K |
| KENNEDY INVESTMENT GROUP, INC. | Reduced | 120.5K | 111.5K | -9.0K |
| ASHTON THOMAS SECURITIES, LLC | Reduced | 28.0K | 19.0K | -9.0K |
| UBS Group AG | Increased | 717.3K | 725.5K | +8.2K |
| MAI Capital Management | Sold Out | 8.1K | 0 | -8.1K |
| Apriem Advisors | Increased | 31.5K | 39.1K | +7.6K |
| Ethos Financial Group, LLC | Reduced | 172.4K | 165.1K | -7.3K |
| Sound Income Strategies, LLC | Sold Out | 7.3K | 0 | -7.3K |
| FIRST FOUNDATION ADVISORS | Reduced | 18.6K | 11.4K | -7.2K |
| MML INVESTORS SERVICES, LLC | Increased | 24.3K | 31.5K | +7.2K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.