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Disclosery

XEVVX EATON VANCE LIMITED DURATION

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COM (fund)

166 managers (166 13F filers) reported a position in XEVVX shares at 2024-12-31, 36,682,820 shares in all. 29 filers opened a position and 13 filers sold out during the quarter.

Managers
166
13F filers
166
New
29
Added
48
Reduced
42
Sold out
13
Shares held by filers
36,682,820

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY9,974,115$97.4M0.01%-42,49913F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC5,147,342$50.3M1.14%+62,06413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,295,778$32.2M0.01%+262,38313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,342,161$13.1M<0.01%-205,14713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,312,791$12.8M0.11%+190,82813F-HRTimelineGroup
LPL Financial LLC1,170,586$11.4M<0.01%+332,58213F-HRTimeline
Chicago Partners Investment Group LLC921,417$9.28M0.31%+17,30313F-HRTimeline
Capital Investment Advisors, LLC899,610$8.79M0.18%+68,99013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA881,773$8.62M<0.01%+15,42513F-HRTimelineGroup
Cyndeo Wealth Partners, LLC673,294$6.58M0.44%-102,79413F-HRTimeline
UBS Group AGgroup of 2 filers holding658,979$6.44M-55,066Timeline
CURA WEALTH ADVISORS, LLC619,457$6.05M2.68%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC619,403$6.05M<0.01%13F-HR/ATimelineGroup
KENNEDY INVESTMENT GROUP, INC.609,860$5.96M2.7%-11,91113F-HRTimeline
Cetera Investment Advisers576,144$5.63M0.01%-76,99113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…501,890$4.9M0.09%+33,81313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC438,334$4.28M0.01%+20,52913F-HRTimeline
OAK HILL ADVISORS LP403,604$3.94M0.73%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …396,175$3.87M0.01%-152,18613F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.375,463$3.67M0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP363,371$3.55M<0.01%+11,87713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/286,981$2.8M<0.01%+10,96113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.285,768$2.79M0.01%+24,17313F-HR/ATimelineGroup
Creative Planningin group Creative Planning277,986$2.72M<0.01%+255,21113F-HRTimelineGroup
Kanen Wealth Management LLC229,225$2.24M0.83%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…219,156$2.14M<0.01%-26,00013F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp214,817$2.1M0.01%-2,58413F-HRTimelineGroup
Shaker Financial Services, LLC185,412$1.81M0.69%+95,16013F-HRTimeline
CoreCap Advisors, LLC181,845$1.78M0.08%+91,48013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN177,074$1.73M<0.01%+128,32313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.147,498$1.44M<0.01%+7,78113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC137,683$1.35M0.01%+93,16913F-HRTimelineGroup
Aviance Capital Partners, LLC132,943$1.3M0.18%-97813F-HRTimeline
Clear Creek Financial Management, LLC125,022$1.22M0.13%+6,67413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC122,451$1.2M0.35%+15,44413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC118,367$1.16M0.02%-21,98613F-HRTimelineGroup
NewEdge Advisors, LLC106,516$1.04M0.01%+65113F-HRTimeline
Cambridge Investment Research Advisors,…106,159$1.04M<0.01%-8,73913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.100,177$979K0.65%+4,84513F-HRTimeline
Camelot Portfolios, LLC84,733$828K0.89%-6,72913F-HRTimeline
Summit Financial, LLC82,149$803K0.03%+8,68013F-HRTimeline
WEDBUSH SECURITIES INC78,728$769K0.03%-9,88413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC73,468$718K0.04%+5,50013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC65,662$690K0.63%013F-HRTimeline
Selway Asset Management60,879$595K0.23%+2,42513F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC59,316$580K0.02%-8013F-HRTimeline
Merit Financial Group, LLC59,092$577K0.01%+10,91013F-HRTimeline
Atria Wealth Solutions, Inc.58,351$570K0.01%+7213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,832$516K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC49,257$481K<0.01%+23,40613F-HRTimeline
COMERICA BANK47,820$467K<0.01%+4,19313F-HR/ATimeline
Future Financial Wealth Managment LLC46,925$458K0.34%+66013F-HRTimeline
CW Advisors, LLC45,770$447K0.01%+26,00013F-HRTimeline
Advisory Services Network, LLC41,574$406K0.01%+10213F-HRTimeline
Rock Point Advisors, LLC40,749$398K0.12%-1,35013F-HRTimeline
Private Advisor Group, LLC40,684$397K<0.01%+3,74713F-HRTimeline
B. Riley Wealth Advisors, Inc.36,746$359K0.01%-6,14113F-HRTimeline
Fortitude Advisory Group L.L.C.33,770$330K0.2%+38713F-HRTimeline
AlphaCore Capital LLC33,508$327K0.07%+1,60813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,188$324K<0.01%013F-HRTimelineGroup
Mendel Capital Management LLC33,150$324K0.2%013F-HRTimeline
Apriem Advisors32,059$313K0.04%-27213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,654$299K<0.01%+17413F-HRTimelineGroup
Mallini Complete Financial Planning LLC27,461$268K0.25%13F-HRTimeline
Quad-Cities Investment Group, LLC27,179$266K0.13%-1,71913F-HRTimeline
EP Wealth Advisors, LLC26,800$262K<0.01%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…24,912$243K0.03%-41,63513F-HRTimelineGroup
Elequin Capital, LP24,682$241K0.03%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,492$239K0.01%new13F-HR/ATimelineGroup
Marex Group Ltdin group Marex Group Ltd24,315$238K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,927$234K0.01%-57213F-HRTimelineGroup
OBSIDIAN CIO, LLC23,452$229K0.04%new13F-HRTimeline
Pointe Capital Management LLC22,954$224K0.13%+9513F-HR/ATimeline
Moors & Cabot, Inc.22,795$223K0.01%-1113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC22,718$222K0.01%new13F-HRTimelineGroup
CONNING INC.in group CONNING INC.22,455$219K0.01%-9,62413F-HRTimelineGroup
Sowell Financial Services LLC21,839$213K0.01%-19,93013F-HRTimeline
Steward Partners Investment Advisory, L…21,492$210K<0.01%+18,88513F-HRTimeline
PFG Investments, LLC21,234$207K0.01%-2,96213F-HRTimeline
RIVERBRIDGE PARTNERS LLC20,988$205K<0.01%+75313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,652$202K<0.01%-58313F-HRTimelineGroup
HRT FINANCIAL LP20,085$196K<0.01%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC20,000$195K0.05%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC20,000$195K<0.01%new13F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC20,000$195K0.09%013F-HRTimeline
MML INVESTORS SERVICES, LLC19,861$194K<0.01%-15,40413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,678$194K<0.01%-215,32413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC19,837$194K<0.01%013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS18,611$182K0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,565$181K<0.01%new13F-HRTimelineGroup
Stonegate Investment Group, LLC18,552$181K<0.01%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC18,475$181K<0.01%-44,93513F-HRTimelineGroup
DUDLEY CAPITAL MANAGEMENT, LLC18,133$177K0.09%013F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.18,000$176K0.09%new13F-HRTimeline
HighTower Advisors, LLC17,358$170K<0.01%-5,74313F-HRTimeline
SeaCrest Wealth Management, LLC17,243$168K0.02%-27013F-HRTimeline
ProVise Management Group, LLC17,088$167K0.01%+1,80013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,465$161K0.02%-8,71513F-HRTimeline
Garden State Investment Advisory Servic…16,054$157K0.05%-92413F-HRTimeline
Sandy Cove Advisors, LLC15,750$154K0.06%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC15,668$153K<0.01%013F-HRTimeline
Onyx Bridge Wealth Group LLC14,926$146K0.02%+25213F-HRTimeline
WealthTrust Axiom LLC14,800$145K0.04%013F-HRTimeline
Cresset Asset Management, LLC14,400$141K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,857$135K<0.01%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP13,284$130K0.01%new13F-HRTimeline
Clay Northam Wealth Management, LLC13,014$127K0.08%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,760$125K0.01%013F-HRTimeline
Cornerstone Wealth Group, LLC12,460$122K0.01%013F-HRTimeline
Sigma Planning Corp12,289$120K<0.01%new13F-HRTimeline
Bison Wealth, LLC12,146$119K0.01%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,833$116K<0.01%+1,14713F-HRTimelineGroup
Clearstead Advisors, LLC11,111$109K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,098$108K<0.01%new13F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,055$108K<0.01%new13F-HRTimelineGroup
EASTERN BANK11,000$107K<0.01%+1,00013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,392$102K<0.01%-12,33713F-HRTimelineGroup
Ellis Investment Partners, LLC10,331$101K0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,250$100K<0.01%new13F-HRTimelineGroup
Gilbert & Cook, Inc.10,017$97.9K0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,001$97.7K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…8,700$88.1K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.8,952$87.5K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,778$76K<0.01%new13F-HRTimelineGroup
MAI Capital Management7,000$68.4K<0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.6,475$63.3K0.01%-3,35313F-HRTimeline
Sound Income Strategies, LLC6,401$62.5K<0.01%+54913F-HRTimeline
Byrne Asset Management LLC4,750$46.4K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC4,105$40.1K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.3,693$36.1K0.01%-2,00013F-HRTimeline
IFP Advisors, Inc3,404$33.3K<0.01%-56713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,400$33.2K0.02%13F-HRTimeline
Allworth Financial LP2,959$30K<0.01%+1213F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,000$29.3K0.01%013F-HRTimeline
Slocum, Gordon & Co LLP2,195$21.4K0.02%-15013F-HRTimeline
West Branch Capital LLC2,082$20.3K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,000$20.1K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners1,886$18.4K<0.01%+4313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,663$16.2K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC1,597$15.6K<0.01%+3713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,500$14.7K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC1,500$14.7K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,459$14.3K<0.01%+3313F-HRTimelineGroup
Fortitude Family Office, LLC1,390$13.6K<0.01%-1,75013F-HRTimeline
Parallel Advisors, LLC998$9.75K<0.01%new13F-HRTimeline
Kentucky Trust Co998$9.75K0.01%13F-HRTimeline
Geneos Wealth Management Inc.645$6.3K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc500$4.88K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…477$4.66K<0.01%013F-HRTimelineGroup
Decker Retirement Planning Inc.400$3.91K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO379$3.7K<0.01%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC319$3.13K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.356$3K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC266$2.6K<0.01%-3,00713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC255$2.49K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…250$2.44K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC193$2K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC124$1.21K<0.01%013F-HRTimeline
Global Retirement Partners, LLC111$1.08K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC75$733<0.01%13F-HRTimeline
WPG Advisers, LLC21$205<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.17$1690.02%-17,28313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11$107<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC7$73<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2$20<0.01%new13F-HRTimelineGroup
HORIZON BANCORP INC /IN/42$00%-7113F-HRTimelineValue filed as zero, left out of ratios.

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 8,935,779 XEVVX 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 XEVVX shares, 7.7% of the class, as of 2026-09-28, in a 13D/A filed 2026-09-29. 0000769317-26-000011

    Accepted , ingested