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Disclosery

EVV EATON VANCE LIMITED DURATION

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COM (common), issuer CIK 1222922

145 managers (145 13F filers) reported a position in EVV shares at 2026-06-30, 42,590,121 shares in all. 19 filers opened a position and 10 filers sold out during the quarter.

Managers
145
13F filers
145
New
19
Added
48
Reduced
39
Sold out
10
Shares held by filers
42,590,121

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY10,100,522$94.6M0.01%+280,70413F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC8,006,717$75M1.42%+137,50913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,077,382$47.7M0.01%+259,37513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,771,126$16.6M0.11%-49,24513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,683,320$15.8M<0.01%+5,83113F-HRTimelineGroup
LPL Financial LLC1,218,648$11.4M<0.01%+120,16213F-HRTimeline
Chicago Partners Investment Group LLC1,043,303$9.5M0.19%-20,87413F-HRTimeline
Cetera Investment Advisers983,948$9.22M0.01%+50,52813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA935,817$8.77M<0.01%-60,08813F-HRTimelineGroup
UBS Group AGin group UBS Group AG725,540$6.8M<0.01%+8,22813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC630,916$5.91M<0.01%+39,78713F-HRTimelineGroup
Janney Montgomery Scott LLC600,267$5.62M0.01%+79,48713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth594,778$5.57M0.01%+511,73213F-HRTimelineGroup
Capital Investment Advisors, LLC580,562$5.44M0.07%-48,84313F-HRTimeline
Kanen Wealth Management LLC465,077$4.36M1.06%+85,26113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN419,238$3.93M<0.01%+55,19113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.409,060$3.83M<0.01%+36,22113F-HRTimelineGroup
Cyndeo Wealth Partners, LLC391,237$3.67M0.17%-10,00013F-HRTimeline
OAK HILL ADVISORS LP390,403$3.66M0.52%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.375,463$3.52M0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP354,382$3.32M<0.01%+31,32513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC329,156$3.08M0.01%+44,86213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/256,234$2.4M<0.01%-10,09013F-HRTimelineGroup
NewEdge Advisors, LLC251,894$2.36M0.01%+5,89313F-HRTimeline
Shaker Financial Services, LLC232,722$2.18M0.68%-56,65113F-HRTimeline
Creative Planningin group Creative Planning228,190$2.14M<0.01%-40813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.226,485$2.12M<0.01%+23,41113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…225,187$2.11M<0.01%013F-HRTimelineGroup
Summit Financial, LLC218,078$2.04M0.02%+9,87013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC210,171$1.97M0.03%+62,87513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC202,962$1.9M<0.01%+9,85213F-HRTimeline
Ethos Financial Group, LLC165,093$1.55M0.1%-7,34813F-HRTimeline
Aviance Capital Partners, LLC139,597$1.31M0.14%-2,94213F-HRTimeline
Clear Creek Financial Management, LLC139,244$1.3M0.08%+4,69913F-HRTimeline
CoreCap Advisors, LLC114,835$1.08M0.03%-6,82013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC111,947$1.05M<0.01%+87,69313F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.111,452$1.04M0.35%-9,00313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.99,596$933K0.5%-1013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC93,644$877K<0.01%+25,01813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…92,110$863K<0.01%-1,82013F-HRTimelineGroup
WEDBUSH SECURITIES INC91,632$859K0.02%-2,00013F-HRTimeline
Cambridge Investment Research Advisors,…90,167$845K<0.01%+4,41113F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC81,289$762K0.01%+2,00013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…75,541$708K<0.01%+75,26913F-HRTimelineGroup
NWF Advisory Services Inc.71,650$671K0.06%-10,20013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…70,602$662K<0.01%+16,83713F-HRTimelineGroup
IMC-Chicago, LLC68,616$643K0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd67,276$630K0.01%+56,36913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC62,668$587K0.02%-3,85613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC62,173$583K0.41%013F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC62,095$582K<0.01%+45,62713F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd59,440$557K<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC59,173$554K0.01%-2,07313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,769$520K<0.01%013F-HRTimeline
Merit Financial Group, LLC51,630$484K<0.01%-6,22513F-HR/ATimeline
Advisory Services Network, LLC47,264$443K0.01%+6,50013F-HRTimeline
Almitas Capital LLC46,399$435K0.1%new13F-HRTimeline
Pointe Capital Management LLC44,619$418K0.19%-3,50813F-HRTimeline
Future Financial Wealth Managment LLC42,340$386K0.24%-5,81713F-HRTimeline
Apriem Advisors39,129$367K0.03%+7,63113F-HRTimeline
Rock Point Advisors, LLC38,749$363K0.09%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,739$363K<0.01%+90213F-HRTimelineGroup
Fortitude Advisory Group L.L.C.36,756$344K0.13%+1,93213F-HRTimeline
WEALTH EFFECTS LLC36,745$344K0.09%+65013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…35,033$328K<0.01%+78113F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC34,912$327K0.14%+51213F-HRTimeline
Mallini Complete Financial Planning LLC34,773$326K0.23%+35813F-HRTimeline
MML INVESTORS SERVICES, LLC31,492$295K<0.01%+7,18313F-HRTimeline
READYSTATE ASSET MANAGEMENT LP31,085$291K0.01%new13F-HRTimeline
PFG Investments, LLC31,037$291K0.01%-55613F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC28,975$271K0.19%-2,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,089$263K<0.01%new13F-HRTimelineGroup
Mendel Capital Management LLC27,242$255K0.11%013F-HRTimeline
Advisory Solutions Group, LLC25,211$236K0.08%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…23,100$216K<0.01%+5,94413F-HRTimelineGroup
HRT FINANCIAL LP22,693$212K<0.01%new13F-HRTimeline
Quad-Cities Investment Group, LLC22,523$211K0.08%-6,97013F-HRTimeline
CONNING INC.in group CONNING INC.22,455$210K0.01%013F-HRTimelineGroup
FIRST MERCHANTS CORP21,000$197K0.01%013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD20,000$187K<0.01%+10,00013F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC20,000$187K0.06%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC19,000$178K0.03%-9,00013F-HRTimeline
LANARK FINANCIAL, INC.18,300$171K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,365$163K<0.01%+18013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,231$161K<0.01%+28213F-HRTimelineGroup
DUDLEY CAPITAL MANAGEMENT, LLC17,000$159K0.06%-38313F-HRTimeline
Bison Wealth, LLC16,850$159K0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.16,647$155K0.01%-3,90913F-HRTimeline
Camelot Portfolios, LLC16,576$155K0.11%-4513F-HRTimeline
WealthTrust Asset Management, LLC15,961$150K0.08%-1,03313F-HRTimeline
Quantinno Capital Management LP15,790$148K<0.01%new13F-HRTimeline
Sandy Cove Advisors, LLC15,600$146K0.04%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC14,964$140K<0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC14,400$135K<0.01%013F-HRTimeline
IHT Wealth Management, LLC14,384$135K<0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC14,363$135K0.01%+23313F-HRTimeline
Moors & Cabot, Inc.14,361$135K0.01%-97913F-HRTimeline
HARBOUR INVESTMENTS, INC.14,031$131K<0.01%-29913F-HRTimeline
Cape Investment Advisory, Inc.13,341$125K0.03%+1,15513F-HRTimeline
Prospera Financial Services Inc13,128$123K<0.01%new13F-HRTimeline
ProVise Management Group, LLC13,063$122K0.01%013F-HRTimeline
Garden State Investment Advisory Servic…12,875$121K0.02%+2,38613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,760$120K0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,640$118K<0.01%-1,65813F-HR/ATimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC12,417$116K<0.01%013F-HRTimeline
DECISION INVESTMENTS, INC12,100$113K0.1%013F-HRTimeline
AlphaCore Capital LLC12,000$112K<0.01%-18,00013F-HRTimeline
WealthTrust Axiom LLC11,800$111K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,700$110K<0.01%new13F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS11,377$107K<0.01%-7,23413F-HRTimelineGroup
Western Wealth Management, LLC11,162$105K<0.01%013F-HRTimeline
EASTERN BANK11,000$103K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,435$97.8K<0.01%+18513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management7,838$73.4K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.7,000$65.6K0.02%013F-HRTimeline
CITY HOLDING CO6,000$56.2K0.01%013F-HRTimeline
IFP Advisors, Inc5,813$54.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC5,758$54K<0.01%13F-HRTimeline
Byrne Asset Management LLC4,750$44.5K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,400$31.9K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…2,662$24.9K<0.01%-19,10613F-HRTimeline
Farther Finance Advisors, LLC2,572$24.1K<0.01%-26613F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.2,390$22.4K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,133$20K<0.01%-2,24113F-HRTimeline
West Branch Capital LLC2,128$19.9K<0.01%013F-HRTimeline
Crewe Advisors LLC1,836$17.2K<0.01%+4713F-HRTimeline
Arax Advisory Partners1,700$15.9K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,500$14.1K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC1,500$14.1K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.1,400$13.1K0.01%new13F-HRTimeline
IFG Advisory, LLC1,270$11.9K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC1,107$10.4K<0.01%new13F-HRTimeline
Axiom Investment Management LLC1,017$9.53K0.01%-90413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,000$9.37K<0.01%013F-HRTimeline
SHP Wealth Management870$8.15K<0.01%-13013F-HRTimeline
Godfrey Financial Associates, Inc.833$7.8K0.01%013F-HRTimeline
Ares Financial Consulting, LLC599$5.62K<0.01%+1313F-HRTimeline
Smartleaf Asset Management LLC500$4.67K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…477$4.47K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.304$2.85K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners276$2.58K<0.01%new13F-HRTimelineGroup
CX Institutional175$2K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC170$1.59K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC96$900<0.01%new13F-HRTimeline
HORIZON BANCORP INC /IN/42$00%013F-HRTimelineValue filed as zero, left out of ratios.

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 8,935,779 EVV shares, 7.7% of the class, as of 2026-09-29, in a 13G/A filed 2026-10-01. 0000769317-26-000021

    Accepted , ingested

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 8,910,779 EVV shares, 7.7% of the class, as of 2026-09-28, in a 13D/A filed 2026-09-29. 0000769317-26-000011

    Accepted , ingested