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EVV

EVV

Eaton Vance Limited Duration Income Fund• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
52
Partial Q3 2026
Total 13F value
$38M
Filed positions so far
New positions
2
This quarter
Sold positions
6
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Chicago Partners Investment Group Llc

$8.5M1.01M0.16%-2.8%

Capital Investment Advisors, Llc

$4.4M524.3K0.06%-9.7%

Cyndeo Wealth Partners, Llc

$3.5M410.2K0.16%+4.9%

Kestra Advisory Services, Llc

$3M352.6K0.01%+7.1%

Wolverine Asset Management Llc

$2.5M297.3K0.02%+41.5%

Shaker Financial Services, Llc

$1.9M228.5K0.64%-1.8%

Creative Planning

$1.9M225.2K0.00%-1.3%

Commonwealth Equity Services, Llc

$1.6M189.8K0.00%-6.5%

Aviance Capital Partners, Llc

$1.2M137.5K0.12%-1.5%

Corecap Advisors, Llc

$969K114.7K0.03%-0.1%

Kennedy Investment Group, Inc.

$924K109.3K0.30%-1.9%

Cambridge Investment Research Advisors, Inc.

$769K91.0K0.00%+1.0%

Independent Financial Group, Llc

$669K79.1K0.01%-2.6%

Nwf Advisory Services Inc.

$543K64.3K0.05%-10.3%

Flagship Harbor Advisors, Llc

$539K63.8K0.02%+1.8%

Wedbush Securities Inc

$521K61.7K0.01%-32.7%

Wealth Enhancement Advisory Services, Llc

$466K55.3K0.00%-0.8%

Matisse Capital

$423K50.1K0.17%New Position

Fortitude Advisory Group L.L.C.

$311K36.8K0.12%Unchanged

Mallini Complete Financial Planning Llc

$285K33.8K0.20%-2.9%

Concurrent Investment Advisors, Llc

$233K27.6K0.00%+59.0%

Advisory Solutions Group, Llc

$227K26.9K0.05%+6.7%

Conning Inc.

$190K22.5K0.01%Unchanged

First Merchants Corp

$169K20.0K0.01%-4.8%

Virtue Asset Management Llc

$160K19.0K0.11%-34.5%

Lanark Financial, Inc.

$155K18.3K0.01%Unchanged

Quad-Cities Investment Group, Llc

$152K18.0K0.05%-20.3%

Bison Wealth, Llc

$150K17.9K0.01%+5.9%

Ashton Thomas Securities, Llc

$144K17.0K0.02%-10.5%

B. Riley Wealth Advisors, Inc.

$139K16.5K0.01%-1.0%

Oppenheimer & Co Inc

$139K16.4K0.00%-4.7%

Dudley Capital Management, Llc

$134K15.9K0.05%-6.5%

Wealthtrust Asset Management, Llc

$132K15.6K0.07%-2.3%

Onyx Bridge Wealth Group Llc

$123K14.6K0.01%+1.7%

Future Financial Wealth Managment Llc

$120K14.2K0.07%-66.5%

Decision Investments, Inc

$102K12.1K0.09%Unchanged

Eastern Bank

$93K11.0K0.00%Unchanged

Lexaurum Advisors, Llc

$93K11.0K0.01%New Position

Apollon Wealth Management, Llc

$88K10.4K0.00%Unchanged

Barrett & Company, Inc.

$74K7.8K0.02%+10.7%

Spire Wealth Management

$66K7.8K0.00%-0.8%

Ifp Advisors, Inc

$49K5.8K0.00%Unchanged

Byrne Asset Management Llc

$40K4.8K0.02%Unchanged

City Holding Co

$30K3.5K0.00%-41.7%

Cape Investment Advisory, Inc.

$19K2.2K0.00%-83.5%

West Branch Capital Llc

$18K2.1K0.00%Unchanged

Farther Finance Advisors, Llc

$13K1.5K0.00%-40.8%

Highline Wealth Partners Llc

$8K1.0K0.00%Unchanged

Ares Financial Consulting, Llc

$5K6140.00%+2.5%

James T. Borello Ria

$4K5000.00%Unchanged

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