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Disclosery

XEVVX EATON VANCE LIMITED DURATION

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COM (fund)

151 managers (152 13F filers) reported a position in XEVVX shares at 2025-03-31, 37,268,489 shares in all. 8 filers opened a position and 20 filers sold out during the quarter.

Managers
151
13F filers
152
New
8
Added
56
Reduced
45
Sold out
20
Shares held by filers
37,268,489

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY9,770,117$97.5M0.01%-203,99813F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC5,165,483$51.6M1.21%+18,14113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,609,310$36M0.01%+313,53213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,427,138$14.2M0.13%+114,34713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,385,134$13.8M<0.01%+42,97313F-HRTimelineGroup
LPL Financial LLC1,315,745$13.1M0.01%+145,15913F-HRTimeline
Chicago Partners Investment Group LLC984,289$9.76M0.32%+62,87213F-HRTimeline
Capital Investment Advisors, LLC924,034$9.22M0.18%+24,42413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA915,612$9.14M<0.01%+33,83913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG698,422$6.97M<0.01%+39,44313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC613,759$6.13M<0.01%-5,64413F-HRTimelineGroup
Cetera Investment Advisers597,625$5.96M0.01%+21,48113F-HRTimeline
Cyndeo Wealth Partners, LLC570,944$5.7M0.37%-102,35013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.570,657$5.7M2.64%-39,20313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…514,494$5.13M0.09%+12,60413F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC456,009$4.55M1.84%-163,44813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC419,826$4.19M0.01%-18,50813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP413,533$4.13M<0.01%+50,16213F-HRTimelineGroup
OAK HILL ADVISORS LP403,604$4.03M0.85%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.375,463$3.75M0.01%013F-HRTimelineGroup
Kanen Wealth Management LLC367,219$3.66M1.48%+137,99413F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.312,821$3.12M0.01%+27,05313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/276,794$2.76M<0.01%-10,18713F-HRTimelineGroup
Creative Planningin group Creative Planning275,976$2.75M<0.01%-2,01013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …257,896$2.57M<0.01%-138,27913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…219,156$2.19M<0.01%013F-HR/ATimelineGroup
Fiera Capital Corpin group Fiera Capital Corp214,817$2.14M0.01%013F-HRTimelineGroup
Shaker Financial Services, LLC195,810$1.95M0.76%+10,39813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN180,739$1.8M<0.01%+3,66513F-HRTimelineGroup
Ethos Financial Group, LLC170,903$1.71M0.16%new13F-HRTimeline
CoreCap Advisors, LLC163,465$1.63M0.07%-18,38013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.148,864$1.49M<0.01%+1,36613F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC146,719$1.46M0.39%+24,26813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding143,090$1.43M+5,407Timeline
Aviance Capital Partners, LLC134,664$1.34M0.19%+1,72113F-HRTimeline
Clear Creek Financial Management, LLC128,589$1.28M0.13%+3,56713F-HRTimeline
Camelot Portfolios, LLC108,291$1.08M0.67%+23,55813F-HRTimeline
NewEdge Advisors, LLC107,240$1.07M0.01%+72413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC107,011$1.07M0.01%-11,35613F-HRTimelineGroup
Cambridge Investment Research Advisors,…102,945$1.03M<0.01%-3,21413F-HRTimeline
NWF Advisory Services Inc.102,750$1.03M0.14%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.100,128$999K0.67%-4913F-HRTimeline
Summit Financial, LLC94,116$939K0.03%+11,96713F-HRTimeline
WEDBUSH SECURITIES INC79,315$792K0.03%+58713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC71,061$709K0.04%-2,40713F-HRTimeline
Merit Financial Group, LLC59,611$595K0.01%+51913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC59,566$594K0.02%+25013F-HRTimeline
Selway Asset Management59,404$593K0.24%-1,47513F-HRTimeline
READYSTATE ASSET MANAGEMENT LP56,593$565K0.03%+43,30913F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC56,433$560K0.43%-9,22913F-HRTimeline
Janney Montgomery Scott LLC48,926$488K<0.01%-33113F-HRTimeline
Future Financial Wealth Managment LLC47,837$477K0.35%+91213F-HRTimeline
Wela Strategies, Inc.46,643$465K0.2%new13F-HRTimeline
COMERICA BANK46,475$464K<0.01%-1,34513F-HRTimeline
Atria Wealth Solutions, Inc.44,035$439K0.01%-14,31613F-HRTimeline
Advisory Services Network, LLC41,574$415K0.01%013F-HRTimeline
Private Advisor Group, LLC40,684$406K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,490$404K<0.01%+9,83613F-HRTimelineGroup
Rock Point Advisors, LLC39,499$394K0.12%-1,25013F-HRTimeline
Apriem Advisors37,885$378K0.04%+5,82613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,166$371K<0.01%-15,66613F-HRTimelineGroup
OBSIDIAN CIO, LLC36,672$366K0.06%+13,22013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,811$357K<0.01%+17,24613F-HR/ATimelineGroup
AlphaCore Capital LLC34,721$347K0.03%+1,21313F-HRTimeline
Fortitude Advisory Group L.L.C.34,824$334K0.24%+1,05413F-HRTimeline
Mendel Capital Management LLC33,150$331K0.2%013F-HRTimeline
Quad-Cities Investment Group, LLC32,512$324K0.16%+5,33313F-HRTimeline
Mallini Complete Financial Planning LLC28,693$286K0.27%+1,23213F-HRTimeline
B. Riley Wealth Advisors, Inc.26,813$268K0.01%-9,93313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,706$267K<0.01%-6,48213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,615$246K0.01%+68813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.24,515$245K0.01%+2313F-HR/ATimelineGroup
RIVERBRIDGE PARTNERS LLC23,913$239K<0.01%+2,92513F-HRTimeline
Pointe Capital Management LLC23,045$230K0.13%+9113F-HRTimeline
CONNING INC.in group CONNING INC.22,455$224K0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.22,313$223K0.01%-48213F-HRTimeline
Sowell Financial Services LLC21,851$218K0.01%+1213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,501$215K<0.01%+84913F-HRTimelineGroup
PFG Investments, LLC21,498$215K0.01%+26413F-HRTimeline
Steward Partners Investment Advisory, L…21,492$214K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC20,000$200K0.06%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC20,000$200K<0.01%013F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC20,000$200K0.09%013F-HRTimeline
MML INVESTORS SERVICES, LLC19,949$199K<0.01%+8813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,837$198K<0.01%013F-HRTimelineGroup
CW Advisors, LLC19,770$197K<0.01%-26,00013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS18,611$186K0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC18,600$186K<0.01%-8,20013F-HRTimeline
Stonegate Investment Group, LLC18,552$185K<0.01%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC18,133$181K0.1%013F-HRTimeline
LANARK FINANCIAL, INC.17,300$172K0.01%+17,28313F-HRTimeline
ProVise Management Group, LLC16,733$167K0.01%-35513F-HRTimeline
HighTower Advisors, LLC16,644$166K<0.01%-71413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,457$164K<0.01%-3,22113F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC15,668$156K<0.01%013F-HRTimeline
Sandy Cove Advisors, LLC15,600$156K0.06%-15013F-HRTimeline
Onyx Bridge Wealth Group LLC15,162$151K0.02%+23613F-HRTimeline
HRT FINANCIAL LP14,966$149K<0.01%-5,11913F-HRTimeline
Cresset Asset Management, LLC14,400$144K<0.01%013F-HRTimeline
Garden State Investment Advisory Servic…13,435$134K0.04%-2,61913F-HRTimeline
WealthTrust Axiom LLC13,300$133K0.04%-1,50013F-HRTimeline
Bison Wealth, LLC13,146$131K0.01%+1,00013F-HRTimeline
Clay Northam Wealth Management, LLC13,014$130K0.09%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,760$127K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,688$127K<0.01%-1,16913F-HRTimeline
Ground Swell Capital, LLC12,488$125K0.28%new13F-HRTimeline
Cornerstone Wealth Group, LLC12,460$124K0.01%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC12,389$124K0.02%-4,07613F-HRTimeline
Sigma Planning Corp12,211$122K<0.01%-7813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,100$121K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth11,342$113K<0.01%+24413F-HR/ATimelineGroup
EASTERN BANK11,000$110K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,969$109K<0.01%-86413F-HRTimelineGroup
Ellis Investment Partners, LLC10,558$105K0.02%+22713F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,326$103K<0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,267$102K<0.01%-12513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,250$102K<0.01%013F-HRTimelineGroup
Gilbert & Cook, Inc.10,017$100K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.8,952$89.3K0.04%013F-HRTimeline
Elequin Capital, LP8,586$85.7K0.02%-16,09613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,838$78.2K<0.01%+6013F-HRTimelineGroup
Cape Investment Advisory, Inc.7,093$70.8K0.03%+3,40013F-HRTimeline
MAI Capital Management7,000$69.9K<0.01%013F-HRTimeline
Sound Income Strategies, LLC6,542$65.3K<0.01%+14113F-HRTimeline
IFP Advisors, Inc5,814$58K<0.01%+2,41013F-HRTimeline
Byrne Asset Management LLC4,750$47.4K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC4,105$41K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,400$33.9K0.02%013F-HRTimeline
Allworth Financial LP2,942$28.7K<0.01%-1713F-HRTimeline
Slocum, Gordon & Co LLP2,195$21.9K0.02%013F-HRTimeline
West Branch Capital LLC2,082$20.8K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,928$19.2K<0.01%+4213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,000$18.8K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC1,636$16.3K<0.01%+3913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,500$15K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC1,500$15K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,492$14.9K<0.01%+3313F-HRTimelineGroup
Kentucky Trust Co998$9.96K0.01%013F-HRTimeline
Geneos Wealth Management Inc.645$6.44K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC583$5.82K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc500$4.99K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…477$4.76K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO378$3.77K<0.01%-113F-HRTimelineGroup
Farther Finance Advisors, LLC266$2.67K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC255$2.54K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC193$2K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC124$1.24K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC66$659<0.01%-913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$70<0.01%-413F-HRTimelineGroup
HORIZON BANCORP INC /IN/42$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-8,70013F-HRTimelineValue filed as zero, left out of ratios. Amount 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