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Disclosery

XEVVX EATON VANCE LIMITED DURATION

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COM (fund)

146 managers (147 13F filers) reported a position in XEVVX shares at 2025-06-30, 38,007,585 shares in all. 8 filers opened a position and 16 filers sold out during the quarter.

Managers
146
13F filers
147
New
8
Added
46
Reduced
47
Sold out
16
Shares held by filers
38,007,585

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY9,892,816$102M0.01%+122,69913F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC5,962,489$61.2M1.31%+797,00613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,005,680$41.1M0.01%+396,37013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,598,064$16.4M0.13%+170,92613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,383,570$14.2M<0.01%-1,56413F-HRTimelineGroup
LPL Financial LLC1,079,648$11.1M<0.01%-236,09713F-HRTimeline
Chicago Partners Investment Group LLC1,030,744$10.4M0.3%+46,45513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA917,343$9.41M<0.01%+1,73113F-HR/ATimelineGroup
Capital Investment Advisors, LLC882,054$9.05M0.16%-41,98013F-HR/ATimeline
UBS Group AGin group UBS Group AG685,300$7.03M<0.01%-13,12213F-HRTimelineGroup
Cetera Investment Advisers627,418$6.44M0.01%+29,79313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC582,256$5.97M<0.01%-31,50313F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…530,154$5.44M0.08%+15,66013F-HRTimelineGroup
Cyndeo Wealth Partners, LLC452,912$4.65M0.28%-118,03213F-HRTimeline
CURA WEALTH ADVISORS, LLC437,462$4.49M2.09%-18,54713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP422,747$4.34M<0.01%+9,21413F-HRTimelineGroup
Kanen Wealth Management LLC401,569$4.12M1.58%+34,35013F-HRTimeline
OAK HILL ADVISORS LP390,403$4.01M1%-13,20113F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.375,463$3.85M0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC366,268$3.76M<0.01%-53,55813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.333,034$3.42M0.01%+20,21313F-HR/ATimelineGroup
KENNEDY INVESTMENT GROUP, INC.319,410$3.28M1.39%-251,24713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/290,735$2.98M<0.01%+13,94113F-HRTimelineGroup
Creative Planningin group Creative Planning275,196$2.82M<0.01%-78013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN259,915$2.67M<0.01%+79,17613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…219,156$2.25M<0.01%013F-HR/ATimelineGroup
Fiera Capital Corpin group Fiera Capital Corp209,918$2.15M0.01%-4,89913F-HRTimelineGroup
Shaker Financial Services, LLC209,404$2.15M0.78%+13,59413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …191,488$1.96M<0.01%-66,40813F-HRTimelineGroup
Ethos Financial Group, LLC176,074$1.81M0.16%+5,17113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC163,192$1.67M0.38%+16,47313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding162,356$1.67M+19,266Timeline
Summit Financial, LLC158,758$1.63M0.04%+64,64213F-HRTimeline
CoreCap Advisors, LLC156,790$1.61M0.06%-6,67513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.153,408$1.57M<0.01%+4,54413F-HRTimelineGroup
Clear Creek Financial Management, LLC132,937$1.36M0.13%+4,34813F-HRTimeline
Aviance Capital Partners, LLC131,428$1.35M0.18%-3,23613F-HRTimeline
NewEdge Advisors, LLC107,133$1.1M0.01%-10713F-HRTimeline
Camelot Portfolios, LLC100,474$1.03M0.62%-7,81713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.96,946$995K0.63%-3,18213F-HRTimeline
NWF Advisory Services Inc.95,050$975K0.12%-7,70013F-HRTimeline
WEDBUSH SECURITIES INC87,173$894K0.03%+7,85813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC80,837$829K0.01%-26,17413F-HRTimelineGroup
Cambridge Investment Research Advisors,…77,722$797K<0.01%-25,22313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC67,554$693K0.03%-3,50713F-HRTimeline
Merit Financial Group, LLC62,204$638K0.01%+2,59313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC59,666$612K0.02%+10013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…56,507$587K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC55,807$556K0.47%-62613F-HRTimeline
Future Financial Wealth Managment LLC49,419$507K0.35%+1,58213F-HRTimeline
Wela Strategies, Inc.46,649$479K0.19%+613F-HRTimeline
AlphaCore Capital LLC43,402$445K0.02%+8,68113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,394$435K<0.01%+1,90413F-HRTimelineGroup
Janney Montgomery Scott LLC41,592$427K<0.01%-7,33413F-HRTimeline
Advisory Services Network, LLC41,424$418K0.01%-15013F-HRTimeline
Private Advisor Group, LLC40,277$413K<0.01%-40713F-HRTimeline
Rock Point Advisors, LLC39,099$401K0.11%-40013F-HRTimeline
Apriem Advisors37,912$389K0.04%+2713F-HRTimeline
OBSIDIAN CIO, LLC36,890$378K0.05%+21813F-HRTimeline
Fortitude Advisory Group L.L.C.34,824$357K0.2%013F-HRTimeline
Mallini Complete Financial Planning LLC33,274$341K0.43%+4,58113F-HRTimeline
Quad-Cities Investment Group, LLC32,937$338K0.15%+42513F-HRTimeline
Atria Wealth Solutions, Inc.28,984$297K0.01%-15,05113F-HRTimeline
COMERICA BANK27,914$286K<0.01%-18,56113F-HRTimeline
Mendel Capital Management LLC27,242$280K0.16%-5,90813F-HRTimeline
B. Riley Wealth Advisors, Inc.25,963$266K0.01%-85013F-HRTimeline
RIVERBRIDGE PARTNERS LLC24,537$252K<0.01%+62413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,509$251K<0.01%-10613F-HRTimelineGroup
M Holdings Securities, Inc.24,668$251K0.04%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC24,236$249K0.01%new13F-HRTimelineGroup
Pointe Capital Management LLC23,140$237K0.12%+9513F-HRTimeline
CONNING INC.in group CONNING INC.22,455$230K0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…22,213$228K<0.01%+72113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,020$226K<0.01%-15,14613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP21,202$218K<0.01%-29913F-HR/ATimelineGroup
READYSTATE ASSET MANAGEMENT LP20,652$212K0.01%-35,94113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,055$206K<0.01%-6,65113F-HR/ATimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC20,000$205K<0.01%013F-HR/ATimelineGroup
IAMS WEALTH MANAGEMENT, LLC20,000$205K0.09%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,837$204K<0.01%013F-HRTimelineGroup
CW Advisors, LLC19,770$203K<0.01%013F-HRTimeline
PFG Investments, LLC19,684$202K0.01%-1,81413F-HRTimeline
MML INVESTORS SERVICES, LLC18,841$193K<0.01%-1,10813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS18,611$191K0.01%013F-HRTimelineGroup
Stonegate Investment Group, LLC18,552$190K<0.01%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC18,133$186K0.09%013F-HRTimeline
LANARK FINANCIAL, INC.17,300$177K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,827$173K0.01%-7,68813F-HRTimelineGroup
ProVise Management Group, LLC16,733$172K0.01%013F-HRTimeline
Bison Wealth, LLC16,646$170K0.01%+3,50013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,460$169K<0.01%+313F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC16,000$164K0.04%-4,00013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC15,668$161K<0.01%013F-HRTimeline
Sandy Cove Advisors, LLC15,600$160K0.06%013F-HRTimeline
HighTower Advisors, LLC14,624$150K<0.01%-2,02013F-HRTimeline
Cresset Asset Management, LLC14,400$148K<0.01%013F-HR/ATimeline
Onyx Bridge Wealth Group LLC13,672$140K0.02%-1,49013F-HRTimeline
Garden State Investment Advisory Servic…13,443$138K0.04%+813F-HRTimeline
EP Wealth Advisors, LLC13,400$137K<0.01%-5,20013F-HRTimeline
Clearstead Advisors, LLC12,770$131K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,760$131K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,688$130K<0.01%013F-HRTimeline
Cornerstone Wealth Group, LLC12,460$128K0.01%013F-HRTimeline
WealthTrust Axiom LLC11,800$121K0.04%-1,50013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,595$119K<0.01%+25313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,111$114K<0.01%+14213F-HRTimelineGroup
EASTERN BANK11,000$113K<0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,999$113K<0.01%+73213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,744$110K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,250$105K<0.01%013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC10,184$104K0.02%new13F-HRTimeline
Gilbert & Cook, Inc.10,017$103K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,838$80.4K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.7,000$71.8K0.03%-1,95213F-HRTimeline
MAI Capital Management7,000$71.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC6,783$69.6K<0.01%13F-HRTimeline
Sound Income Strategies, LLC6,688$68.6K<0.01%+14613F-HRTimeline
Cape Investment Advisory, Inc.6,093$62.5K0.02%-1,00013F-HRTimeline
IFP Advisors, Inc5,814$59.7K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,450$55.9K<0.01%new13F-HRTimelineGroup
Byrne Asset Management LLC4,750$48.7K0.03%013F-HRTimeline
Allworth Financial LP4,348$44.6K<0.01%+1,40613F-HRTimeline
GPS Wealth Strategies Group, LLC4,105$42.1K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,400$34.9K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,127$32.1K<0.01%+2,65013F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,000$29.9K0.01%13F-HRTimeline
West Branch Capital LLC2,082$21.4K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,000$20.5K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC1,672$17.2K<0.01%+3613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,525$15.6K<0.01%+3313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,500$15.4K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC1,500$15.4K<0.01%013F-HRTimeline
Kentucky Trust Co998$10.2K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.700$7.18K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.645$6.62K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC583$5.98K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners539$5.53K<0.01%-1,38913F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.453$4.65K0.01%13F-HRTimeline
Farther Finance Advisors, LLC266$2.73K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC255$2.62K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC193$2K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC124$1.27K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/42$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SJS Investment Consulting Inc.11$113<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$72<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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