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Eaton Vance Ltd Duration Income Fund hedge fund holdings

EVVNYSE
$8.43-0.04 (-0.47%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

EVV · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-17.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252639$30.1M$12M137Aug 14, 2025
Q3 20253830$28.3M$21.1M135Nov 14, 2025
Q4 20253633$15.8M$9.91M139Feb 14, 2026
Q1 20263642$26.8M$14.6M133May 15, 2026
Q2 20264530$23.8M$4.32M137Aug 14, 2026

Quarterly action breakdown

Q2 2026
137 filers
New position
17
$2.91M+310K sh
Increased
28
$20.9M+2.23M sh
Reduced
22
-$3.61M-385K sh
Out / sold
8
-$709K-75.6K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Sit Investment Associates IncAdded 1.75%+$1.29M$75M1.42%Aug 12, 2026
Kanen Wealth Management LLCAdded 22.45%+$798K$4.36M1.06%Aug 13, 2026
IMC-Chicago, LLCNew Buy+$643K$643K0.00%Aug 6, 2026
Shaker Financial Services, LLCReduce 19.58%-$531K$2.18M0.68%Jul 15, 2026
Guggenheim Capital LLCReduce 2.71%-$461K$16.6M0.10%Aug 12, 2026
Capital Investment Advisors, LLCReduce 7.76%-$458K$5.44M0.07%Aug 6, 2026
Readystate Asset Management LPNew Buy+$291K$291K0.01%Aug 14, 2026
Lido Advisors, LLCAdded 36.46%+$234K$877K0.00%Aug 7, 2026
Baird Financial Group, Inc.Added 11.53%+$219K$2.12M0.00%Aug 12, 2026
AlphaCore Capital LLCReduce 60.00%-$169K$112K0.00%Aug 6, 2026
Quantinno Capital Management LPNew Buy+$148K$148K0.00%Aug 13, 2026
Prospera Financial Services IncNew Buy+$123K$123K0.00%Jul 15, 2026
Bessemer Group IncNew Buy+$110K$110K0.00%Aug 12, 2026
Ellis Investment Partners, LLCSell 100%-$103K$00.00%Aug 5, 2026
Cyndeo Wealth Partners, LLCReduce 2.49%-$93.7K$3.67M0.17%Jul 21, 2026
Nomura Holdings IncAdded 100.00%+$93.7K$187K0.00%Aug 14, 2026
Summit Financial, LLCAdded 4.74%+$92.5K$2.04M0.02%Aug 12, 2026
Kennedy Investment Group, Inc.Reduce 7.47%-$84.4K$1.04M0.35%Jul 30, 2026
Ashton Thomas Securities, LLCReduce 32.14%-$84.3K$178K0.03%Jul 27, 2026
Apriem AdvisorsAdded 24.23%+$71.5K$367K0.03%Aug 14, 2026
Ethos Financial Group, LLCReduce 4.26%-$68.9K$1.55M0.10%Aug 7, 2026
Sound Income Strategies, LLCSell 100%-$68.3K$00.00%Jul 20, 2026
First Foundation AdvisorsReduce 38.87%-$67.8K$107K0.00%Aug 14, 2026
MML Investors Services, LLCAdded 29.55%+$67.3K$295K0.00%Aug 7, 2026
Quad-Cities Investment Group, LLCReduce 23.63%-$65.3K$211K0.08%Jul 7, 2026
Future Financial Wealth Managment LLCReduce 12.08%-$53K$386K0.24%Jul 24, 2026
Clear Creek Financial Management, LLCAdded 3.49%+$44K$1.3M0.08%Jul 28, 2026
Aviance Capital Partners, LLCReduce 2.06%-$27.6K$1.31M0.14%Jul 31, 2026
Garden State Investment Advisory Services LLCAdded 22.75%+$22.4K$121K0.02%Aug 11, 2026
Benjamin Edwards IncReduce 3.38%-$19.4K$554K0.01%Jul 24, 2026
Wedbush Securities IncReduce 2.14%-$18.7K$859K0.02%Jul 28, 2026
Virtue Asset Management LLCReduce 6.46%-$18.7K$271K0.19%Jul 29, 2026
Independent Financial Group, LLCAdded 2.52%+$18.7K$762K0.01%Jul 15, 2026
LifeSteps Financial, Inc.New Buy+$13.1K$13.1K0.01%Jul 17, 2026
IFG Advisory, LLCNew Buy+$11.9K$11.9K0.00%Aug 14, 2026
Legacy Wealth Managment, LLCSell 100%-$11.1K$00.00%Aug 13, 2026
Cape Investment Advisory, Inc.Added 9.48%+$10.8K$125K0.03%Jul 23, 2026
WealthTrust Asset Management, LLCReduce 6.08%-$9.68K$150K0.08%Jul 27, 2026
Moors & Cabot, Inc.Reduce 6.38%-$9.17K$135K0.01%Aug 10, 2026
Axiom Investment Management LLCReduce 47.06%-$8.47K$9.53K0.01%Jul 31, 2026
Wealth Effects LLCAdded 1.80%+$6.09K$344K0.09%Aug 6, 2026
PFG Investments, LLCReduce 1.76%-$5.21K$291K0.01%Jul 23, 2026
Dudley Capital Management, LLCReduce 2.20%-$3.59K$159K0.06%Jul 27, 2026
Mallini Complete Financial Planning LLCAdded 1.04%+$3.35K$326K0.23%Jul 8, 2026
Oppenheimer & Co IncAdded 1.66%+$2.64K$161K0.00%Aug 3, 2026
Concord Wealth PartnersNew Buy+$2.58K$2.58K0.00%Jul 27, 2026
Onyx Bridge Wealth Group LLCAdded 1.65%+$2.18K$135K0.01%Jul 23, 2026
CX InstitutionalNew Buy+$2K$2K0.00%Jul 2, 2026
Concurrent Investment Advisors, LLCAdded 1.05%+$1.69K$163K0.00%Jul 27, 2026
SHP Wealth ManagementReduce 13.00%-$1.22K$8.15K0.00%Aug 11, 2026
JFS Wealth Advisors, LLCNew Buy+$900$9000.00%Jul 10, 2026
Crewe Advisors LLCAdded 2.63%+$440$17.2K0.00%Jul 24, 2026
Camelot Portfolios, LLCReduce 0.27%-$422$155K0.11%Jul 17, 2026
Ares Financial Consulting, LLCAdded 2.22%+$122$5.62K0.00%Jul 9, 2026
Melfa Wealth Management, Inc.Reduce 0.01%-$94$933K0.50%Jul 24, 2026

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