EATON VANCE LIMITED DURATION (EVV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
135
Reporting holders
$310.6M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $94.6M | 10,100,522 | 0.01% | 35q | +2.9%+$2.6M |
| AMERIPRISE FINANCIAL INC | $47.7M | 5,077,382 | 0.01% | 31q | -47.3%-$42.8M |
| GUGGENHEIM CAPITAL LLC | $16.6M | 1,771,126 | 0.10% | 31q | -2.7%-$461.4K |
| Invesco Ltd. | $15.8M | 1,683,320 | 0.00% | 31q | HELD |
| LPL Financial LLC | $11.4M | 1,218,648 | 0.00% | 31q | +10.9%+$1.1M |
| Chicago Partners Investment Group LLC | $9.5M | 1,043,303 | 0.19% | 31q | -2.0%-$190.2K |
| Cetera Investment Advisers | $9.2M | 983,948 | 0.01% | 23q | +5.4%+$473.4K |
| ROYAL BANK OF CANADA | $8.8M | 935,817 | 0.00% | 31q | -6.0%-$563.0K |
| UBS Group AG | $6.8M | 725,540 | 0.00% | 31q | +1.1%+$77.1K |
| RAYMOND JAMES FINANCIAL INC | $5.9M | 630,916 | 0.00% | 7q | +6.7%+$372.8K |
| Focus Partners Wealth | $5.6M | 594,778 | 0.01% | 7q | +616.2%+$4.8M |
| Capital Investment Advisors, LLC | $5.4M | 580,562 | 0.07% | 31q | -7.8%-$457.7K |
| Kanen Wealth Management LLC | $4.4M | 465,077 | 1.06% | 7q | +22.4%+$798.4K |
| WELLS FARGO & COMPANY/MN | $3.9M | 419,238 | 0.00% | 31q | -42.4%-$2.9M |
| OSAIC HOLDINGS, INC. | $3.8M | 409,060 | 0.00% | 26q | +9.7%+$339.4K |
| Cyndeo Wealth Partners, LLC | $3.7M | 391,237 | 0.17% | 15q | -2.5%-$93.7K |
| OAK HILL ADVISORS LP | $3.7M | 390,403 | 0.52% | 26q | HELD |
| STIFEL FINANCIAL CORP | $3.3M | 354,382 | 0.00% | 31q | +9.7%+$293.5K |
| Kestra Advisory Services, LLC | $3.1M | 329,156 | 0.01% | 24q | +15.8%+$420.4K |
| BANK OF AMERICA CORP /DE/ | $2.4M | 256,234 | 0.00% | 31q | -3.8%-$94.5K |
| NewEdge Advisors, LLC | $2.4M | 251,894 | 0.01% | 19q | +2.4%+$55.2K |
| Shaker Financial Services, LLC | $2.2M | 232,722 | 0.68% | 16q | -19.6%-$530.8K |
| Creative Planning | $2.1M | 228,190 | 0.00% | 31q | HELD |
| Baird Financial Group, Inc. | $2.1M | 226,485 | 0.00% | 12q | +11.5%+$219.4K |
| Summit Financial, LLC | $2.0M | 218,078 | 0.02% | 10q | +4.7%+$92.5K |
| WOLVERINE ASSET MANAGEMENT LLC | $2.0M | 210,171 | 0.02% | 4q | +42.7%+$589.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 202,962 | 0.00% | 31q | +5.1%+$92.3K |
| Ethos Financial Group, LLC | $1.5M | 165,093 | 0.10% | 6q | -4.3%-$68.9K |
| Aviance Capital Partners, LLC | $1.3M | 139,597 | 0.14% | 31q | -2.1%-$27.6K |
| Clear Creek Financial Management, LLC | $1.3M | 139,244 | 0.08% | 21q | +3.5%+$44.0K |
| CoreCap Advisors, LLC | $1.1M | 114,835 | 0.03% | 18q | -5.6%-$63.9K |
| JANE STREET GROUP, LLC | $1.0M | 111,947 | 0.00% | 4q | +361.6%+$821.7K |
| KENNEDY INVESTMENT GROUP, INC. | $1.0M | 111,452 | 0.35% | 15q | -7.5%-$84.4K |
| Merit Financial Group, LLC | $967.5K | 103,260 | 0.00% | 31q | +78.5%+$425.4K |
| MELFA WEALTH MANAGEMENT, INC. | $933.2K | 99,596 | 0.50% | 15q | HELD |
| Lido Advisors, LLC | $877.4K | 93,644 | 0.00% | 11q | +36.5%+$234.4K |
| Rockefeller Capital Management L.P. | $863.1K | 92,110 | 0.00% | 26q | -1.9%-$17.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $761.7K | 81,289 | 0.01% | 6q | +2.5%+$18.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $707.8K | 75,541 | 0.00% | 31q | +27672.4%+$705.3K |
| NWF Advisory Services Inc. | $671.4K | 71,650 | 0.06% | 6q | -12.5%-$95.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $661.5K | 70,602 | 0.00% | 7q | +31.3%+$157.8K |
| IMC-Chicago, LLC | $642.9K | 68,616 | 0.00% | new | NEW |
| XTX Topco Ltd | $630.4K | 67,276 | 0.01% | 2q | +516.8%+$528.2K |
| FLAGSHIP HARBOR ADVISORS, LLC | $587.2K | 62,668 | 0.02% | 31q | -5.8%-$36.1K |
| Pathstone Holdings, LLC | $581.8K | 62,095 | 0.00% | 11q | +277.1%+$427.5K |
| Marex Group Ltd | $557.0K | 59,440 | 0.00% | new | NEW |
| BENJAMIN EDWARDS INC | $554.5K | 59,173 | 0.01% | 8q | -3.4%-$19.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $520.3K | 55,769 | 0.00% | 5q | HELD |
| Advisory Services Network, LLC | $442.9K | 47,264 | 0.01% | 21q | +15.9%+$60.9K |
| Almitas Capital LLC | $434.8K | 46,399 | 0.10% | new | NEW |
| Pointe Capital Management LLC | $418.1K | 44,619 | 0.19% | 31q | -7.3%-$32.9K |
| Future Financial Wealth Managment LLC | $385.7K | 42,340 | 0.24% | 23q | -12.1%-$53.0K |
| Apriem Advisors | $366.6K | 39,129 | 0.03% | 31q | +24.2%+$71.5K |
| Rock Point Advisors, LLC | $363.1K | 38,749 | 0.09% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $363.0K | 38,739 | 0.00% | 31q | +2.4%+$8.5K |
| Fortitude Advisory Group L.L.C. | $344.4K | 36,756 | 0.13% | 19q | +5.5%+$18.1K |
| WEALTH EFFECTS LLC | $344.3K | 36,745 | 0.09% | 2q | +1.8%+$6.1K |
| FIFTH THIRD BANCORP | $328.3K | 35,033 | 0.00% | 2q | +2.3%+$7.3K |
| CURA WEALTH ADVISORS, LLC | $327.1K | 34,912 | 0.14% | 7q | +1.5%+$4.8K |
| Mallini Complete Financial Planning LLC | $325.8K | 34,773 | 0.23% | 7q | +1.0%+$3.4K |
| MML INVESTORS SERVICES, LLC | $295.1K | 31,492 | 0.00% | 16q | +29.5%+$67.3K |
| READYSTATE ASSET MANAGEMENT LP | $291.3K | 31,085 | 0.01% | new | NEW |
| PFG Investments, LLC | $290.8K | 31,037 | 0.01% | 10q | -1.8%-$5.2K |
| VIRTUE ASSET MANAGEMENT LLC | $271.5K | 28,975 | 0.19% | 4q | -6.5%-$18.7K |
| CITADEL ADVISORS LLC | $263.2K | 28,089 | 0.00% | new | NEW |
| Corient Private Wealth LP | $259.0K | 27,642 | 0.00% | 14q | +93.3%+$125.0K |
| Mendel Capital Management LLC | $255.3K | 27,242 | 0.11% | 9q | HELD |
| Advisory Solutions Group, LLC | $236.2K | 25,211 | 0.08% | new | FIRST |
| STEPHENS INC /AR/ | $216.4K | 23,100 | 0.00% | 31q | +34.6%+$55.7K |
| Quad-Cities Investment Group, LLC | $211.0K | 22,523 | 0.08% | 31q | -23.6%-$65.3K |
| CONNING INC. | $210.4K | 22,455 | 0.01% | 31q | HELD |
| FIRST MERCHANTS CORP | $196.8K | 21,000 | 0.01% | 3q | HELD |
| NOMURA HOLDINGS INC | $187.4K | 20,000 | 0.00% | 2q | +100.0%+$93.7K |
| IAMS WEALTH MANAGEMENT, LLC | $187.4K | 20,000 | 0.06% | 9q | HELD |
| ASHTON THOMAS SECURITIES, LLC | $178.0K | 19,000 | 0.03% | 9q | -32.1%-$84.3K |
| LANARK FINANCIAL, INC. | $171.5K | 18,300 | 0.01% | 12q | HELD |
| Concurrent Investment Advisors, LLC | $162.7K | 17,365 | 0.00% | 9q | +1.0%+$1.7K |
| OPPENHEIMER & CO INC | $161.5K | 17,231 | 0.00% | 31q | +1.7%+$2.6K |
| DUDLEY CAPITAL MANAGEMENT, LLC | $159.3K | 17,000 | 0.06% | 15q | -2.2%-$3.6K |
| Bison Wealth, LLC | $158.7K | 16,850 | 0.01% | 7q | HELD |
| B. Riley Wealth Advisors, Inc. | $155.5K | 16,647 | 0.01% | 30q | -19.0%-$36.5K |
| Camelot Portfolios, LLC | $155.3K | 16,576 | 0.11% | 31q | HELD |
| WealthTrust Asset Management, LLC | $149.6K | 15,961 | 0.08% | 2q | -6.1%-$9.7K |
| Quantinno Capital Management LP | $148.0K | 15,790 | 0.00% | new | NEW |
| Sandy Cove Advisors, LLC | $146.2K | 15,600 | 0.04% | 19q | HELD |
| Cresset Asset Management, LLC | $134.9K | 14,400 | 0.00% | 17q | HELD |
| IHT Wealth Management, LLC | $134.8K | 14,384 | 0.00% | new | NEW |
| Onyx Bridge Wealth Group LLC | $134.6K | 14,363 | 0.01% | 23q | +1.6%+$2.2K |
| Moors & Cabot, Inc. | $134.6K | 14,361 | 0.01% | 4q | -6.4%-$9.2K |
| HARBOUR INVESTMENTS, INC. | $131.5K | 14,031 | 0.00% | 21q | -2.1%-$2.8K |
| Cape Investment Advisory, Inc. | $125.0K | 13,341 | 0.03% | 3q | +9.5%+$10.8K |
| Prospera Financial Services Inc | $123.0K | 13,128 | 0.00% | new | NEW |
| ProVise Management Group, LLC | $122.4K | 13,063 | 0.01% | 31q | HELD |
| Garden State Investment Advisory Services LLC | $120.6K | 12,875 | 0.02% | 2q | +22.7%+$22.4K |
| HOLLENCREST CAPITAL MANAGEMENT | $119.6K | 12,760 | 0.01% | 15q | HELD |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $116.3K | 12,417 | 0.00% | 30q | HELD |
| DECISION INVESTMENTS, INC | $113.4K | 12,100 | 0.10% | 3q | HELD |
| AlphaCore Capital LLC | $112.4K | 12,000 | 0.00% | 9q | -60.0%-$168.7K |
| WealthTrust Axiom LLC | $110.6K | 11,800 | 0.02% | 31q | HELD |
| FIRST FOUNDATION ADVISORS | $106.6K | 11,377 | 0.00% | 31q | -38.9%-$67.8K |
Showing the largest 100 of 146 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 135 | $310.6M | 33,163,737 | 16 | 44 | 37 | 0.0% |
| Q1 2026 | 128 | $342.6M | 36,453,756 | 12 | 40 | 29 | 0.0% |
| Q4 2025 | 134 | $307.4M | 31,023,012 | 15 | 38 | 41 | 0.0% |
| Q3 2025 | 132 | $312.6M | 30,799,161 | 11 | 45 | 32 | 0.0% |
| Q2 2025 | 131 | $320.3M | 31,143,879 | 7 | 39 | 37 | 0.0% |
| Q1 2025 | 136 | $301.4M | 30,207,830 | 8 | 47 | 37 | 0.0% |
| Q4 2024 | 150 | $289.4M | 29,589,356 | 26 | 40 | 34 | 0.0% |
| Q3 2024 | 129 | $297.6M | 28,329,949 | 14 | 37 | 35 | 0.0% |
| Q2 2024 | 126 | $275.6M | 28,282,122 | 9 | 45 | 30 | 0.0% |
| Q1 2024 | 134 | $469.9M | 48,231,821 | 10 | 42 | 39 | 0.0% |
| Q4 2023 | 147 | $360.1M | 37,581,617 | 18 | 49 | 39 | 0.0% |
| Q3 2023 | 137 | $239.8M | 26,570,102 | 13 | 38 | 41 | 0.0% |
| Q2 2023 | 139 | $230.3M | 24,597,488 | 19 | 42 | 34 | 0.0% |
| Q1 2023 | 130 | $228.6M | 23,249,713 | 10 | 38 | 40 | 0.0% |
| Q4 2022 | 137 | $224.8M | 23,826,213 | 26 | 38 | 32 | 0.0% |
| Q3 2022 | 146 | $293.4M | 31,785,500 | 11 | 42 | 47 | 0.0% |
| Q2 2022 | 147 | $333.2M | 32,202,230 | 14 | 47 | 41 | 0.0% |
| Q1 2022 | 152 | $374.2M | 32,081,472 | 15 | 41 | 48 | 0.0% |
| Q4 2021 | 156 | $428.8M | 32,845,918 | 16 | 44 | 45 | 0.0% |
| Q3 2021 | 143 | $446.5M | 33,875,736 | 8 | 42 | 46 | 0.0% |
| Q2 2021 | 146 | $527.9M | 39,817,617 | 12 | 51 | 42 | 0.0% |
| Q1 2021 | 142 | $574.6M | 45,483,975 | 13 | 47 | 40 | 0.0% |
| Q4 2020 | 150 | $611.4M | 48,792,944 | 15 | 46 | 39 | 0.0% |
| Q3 2020 | 136 | $553.2M | 48,722,895 | 15 | 38 | 43 | 0.0% |
| Q2 2020 | 133 | $570.9M | 50,496,787 | 16 | 31 | 47 | 0.0% |
| Q1 2020 | 135 | $517.5M | 49,807,146 | 19 | 39 | 44 | 0.0% |
| Q4 2019 | 142 | $684.1M | 51,620,472 | 14 | 40 | 38 | 0.0% |
| Q3 2019 | 142 | $631.1M | 50,471,074 | 9 | 35 | 52 | 0.0% |
| Q2 2019 | 149 | $646.7M | 51,130,561 | 16 | 46 | 41 | 0.0% |
| Q1 2019 | 157 | $631.3M | 49,903,802 | 16 | 42 | 51 | 0.0% |
| Q4 2018 | 157 | $581.1M | 48,701,653 | 1 | 1 | 3 | 0.0% |