BOSTON, MA
EATON VANCE LTD DURATION INCOME FUNDEVV— Latest position per institution from SEC 13F filings
15
Institutional holders
36.22M
Total shares held
252.72M
Estimated value
1.81M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
9.82M
Value
92.80M
Filed
Mar 31, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
7.87M
Value
74.36K
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
4.82M
Value
45.53M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.82M
Value
17.20M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
1.68M
Value
15.85M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
1.10M
Value
10.38M
Filed
Mar 31, 2026
CHICAGO PARTNERS INVESTMENT GROUP LLC
CIK 1563525
Shares
1.06M
Value
10.15M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
995.90K
Value
9.41M
Filed
Mar 31, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
933.42K
Value
8.82M
Filed
Mar 31, 2026
RELATIVE VALUE PARTNERS GROUP, LLC
CIK 1649910
Shares
741.82K
Value
7.20M
Filed
Mar 31, 2024
UBS GROUP AG
CIK 1610520
Shares
717.31K
Value
6.78M
Filed
Mar 31, 2026
ARETE WEALTH ADVISORS, LLC
CIK 1600151
Shares
666K
Value
6.49K
Filed
Jun 30, 2024
CAPITAL INVESTMENT ADVISORS, LLC
CIK 1582732
Shares
629.40K
Value
5.95M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
591.13K
Value
5.59M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
530.15K
Value
5.44K
Filed
Jun 30, 2025
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
520.78K
Value
4.92K
Filed
Mar 31, 2026
CETERA ADVISORS LLC
CIK 1534400
Shares
497.55K
Value
4.85M
Filed
Mar 31, 2024
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
440.39K
Value
4.63M
Filed
Sep 30, 2024
CYNDEO WEALTH PARTNERS, LLC
CIK 1950947
Shares
401.24K
Value
3.79M
Filed
Mar 31, 2026
OAK HILL ADVISORS LP
CIK 1164688
Shares
390.40K
Value
3.69M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 9.82M | 92.80M | Mar 31, 2026 |
| 2 | SIT INVESTMENT ASSOCIATES INC | 769317 | 7.87M | 74.36K | Mar 31, 2026 |
| 3 | AMERIPRISE FINANCIAL INC | 820027 | 4.82M | 45.53M | Mar 31, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.82M | 17.20M | Mar 31, 2026 |
| 5 | INVESCO LTD. | 914208 | 1.68M | 15.85M | Mar 31, 2026 |
| 6 | LPL FINANCIAL LLC | 1403438 | 1.10M | 10.38M | Mar 31, 2026 |
| 7 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 1563525 | 1.06M | 10.15M | Mar 31, 2026 |
| 8 | ROYAL BANK OF CANADA | 1000275 | 995.90K | 9.41M | Mar 31, 2026 |
| 9 | CETERA INVESTMENT ADVISERS | 1666741 | 933.42K | 8.82M | Mar 31, 2026 |
| 10 | RELATIVE VALUE PARTNERS GROUP, LLC | 1649910 | 741.82K | 7.20M | Mar 31, 2024 |
| 11 | UBS GROUP AG | 1610520 | 717.31K | 6.78M | Mar 31, 2026 |
| 12 | ARETE WEALTH ADVISORS, LLC | 1600151 | 666K | 6.49K | Jun 30, 2024 |
| 13 | CAPITAL INVESTMENT ADVISORS, LLC | 1582732 | 629.40K | 5.95M | Mar 31, 2026 |
| 14 | RAYMOND JAMES FINANCIAL INC | 720005 | 591.13K | 5.59M | Mar 31, 2026 |
| 15 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 530.15K | 5.44K | Jun 30, 2025 |
| 16 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 520.78K | 4.92K | Mar 31, 2026 |
| 17 | CETERA ADVISORS LLC | 1534400 | 497.55K | 4.85M | Mar 31, 2024 |
| 18 | RAYMOND JAMES & ASSOCIATES | 1084208 | 440.39K | 4.63M | Sep 30, 2024 |
| 19 | CYNDEO WEALTH PARTNERS, LLC | 1950947 | 401.24K | 3.79M | Mar 31, 2026 |
| 20 | OAK HILL ADVISORS LP | 1164688 | 390.40K | 3.69M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.