BOSTON, MA
EATON VANCE LTD DURATION INCOME FUNDEVV— Latest position per institution from SEC 13F filings
15
Institutional holders
37.29M
Total shares held
258.46M
Estimated value
1.86M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
10.10M
Value
94.64M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
8.01M
Value
75.02K
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
5.08M
Value
47.68M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.77M
Value
16.60M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
1.68M
Value
15.77M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
1.22M
Value
11.42M
Filed
Jun 30, 2026
CHICAGO PARTNERS INVESTMENT GROUP LLC
CIK 1563525
Shares
1.04M
Value
9.50M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
983.95K
Value
9.22M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
935.82K
Value
8.77M
Filed
Jun 30, 2026
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
741.82K
Value
7.20M
Filed
Mar 31, 2024
UBS GROUP AG
CIK 1610520
Shares
725.54K
Value
6.80M
Filed
Jun 30, 2026
ARETE WEALTH ADVISORS, LLC
CIK 1600151
Shares
666K
Value
6.49K
Filed
Jun 30, 2024
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
630.92K
Value
5.91M
Filed
Jun 30, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
600.27K
Value
5.63K
Filed
Jun 30, 2026
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
594.78K
Value
5.57M
Filed
Jun 30, 2026
CAPITAL INVESTMENT ADVISORS, LLC
CIK 1582732
Shares
580.56K
Value
5.44M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
530.15K
Value
5.44K
Filed
Jun 30, 2025
CETERA ADVISORS LLC
CIK 1534400
Shares
497.55K
Value
4.85M
Filed
Mar 31, 2024
KANEN WEALTH MANAGEMENT LLC
CIK 1681614
Shares
465.08K
Value
4.36M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
440.39K
Value
4.63M
Filed
Sep 30, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 10.10M | 94.64M | Jun 30, 2026 |
| 2 | SIT INVESTMENT ASSOCIATES INC | 769317 | 8.01M | 75.02K | Jun 30, 2026 |
| 3 | AMERIPRISE FINANCIAL INC | 820027 | 5.08M | 47.68M | Jun 30, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.77M | 16.60M | Jun 30, 2026 |
| 5 | INVESCO LTD. | 914208 | 1.68M | 15.77M | Jun 30, 2026 |
| 6 | LPL FINANCIAL LLC | 1403438 | 1.22M | 11.42M | Jun 30, 2026 |
| 7 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 1563525 | 1.04M | 9.50M | Jun 30, 2026 |
| 8 | CETERA INVESTMENT ADVISERS | 1666741 | 983.95K | 9.22M | Jun 30, 2026 |
| 9 | ROYAL BANK OF CANADA | 1000275 | 935.82K | 8.77M | Jun 30, 2026 |
| 10 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 741.82K | 7.20M | Mar 31, 2024 |
| 11 | UBS GROUP AG | 1610520 | 725.54K | 6.80M | Jun 30, 2026 |
| 12 | ARETE WEALTH ADVISORS, LLC | 1600151 | 666K | 6.49K | Jun 30, 2024 |
| 13 | RAYMOND JAMES FINANCIAL INC | 720005 | 630.92K | 5.91M | Jun 30, 2026 |
| 14 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 600.27K | 5.63K | Jun 30, 2026 |
| 15 | FOCUS PARTNERS WEALTH | 1542153 | 594.78K | 5.57M | Jun 30, 2026 |
| 16 | CAPITAL INVESTMENT ADVISORS, LLC | 1582732 | 580.56K | 5.44M | Jun 30, 2026 |
| 17 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 530.15K | 5.44K | Jun 30, 2025 |
| 18 | CETERA ADVISORS LLC | 1534400 | 497.55K | 4.85M | Mar 31, 2024 |
| 19 | KANEN WEALTH MANAGEMENT LLC | 1681614 | 465.08K | 4.36M | Jun 30, 2026 |
| 20 | RAYMOND JAMES & ASSOCIATES | 1084208 | 440.39K | 4.63M | Sep 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.