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Disclosery

XEVVX EATON VANCE LIMITED DURATION

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COM (fund)

140 managers (141 13F filers) reported a position in XEVVX shares at 2025-09-30, 38,693,892 shares in all. 11 filers opened a position and 13 filers sold out during the quarter.

Managers
140
13F filers
141
New
11
Added
54
Reduced
37
Sold out
13
Shares held by filers
38,693,892

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY10,048,048$102M0.01%+155,23213F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC6,416,703$65.1M1.32%+454,21413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,109,773$41.7M0.01%+104,09313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,734,264$17.6M0.13%+136,20013F-HRTimelineGroup
LPL Financial LLC1,690,923$17.2M0.01%+611,27513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,474,071$15M<0.01%+90,50113F-HRTimelineGroup
Chicago Partners Investment Group LLC1,037,324$10.5M0.27%+6,58013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA935,040$9.49M<0.01%+17,69713F-HRTimelineGroup
Capital Investment Advisors, LLC811,482$8.24M0.14%-70,57213F-HRTimeline
UBS Group AGin group UBS Group AG766,559$7.78M<0.01%+81,25913F-HRTimelineGroup
Cetera Investment Advisers713,976$7.25M0.01%+86,55813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC534,879$5.43M<0.01%-47,37713F-HRTimelineGroup
Cyndeo Wealth Partners, LLC442,761$4.49M0.25%-10,15113F-HRTimeline
Janney Montgomery Scott LLC441,957$4.49M0.01%+400,36513F-HRTimeline
Kanen Wealth Management LLC401,414$4.09M1.37%-15513F-HRTimeline
OAK HILL ADVISORS LP390,403$3.96M0.83%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.381,531$3.92M0.01%+48,49713F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.375,463$3.81M0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN319,438$3.24M<0.01%+59,52313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/301,065$3.06M<0.01%+10,33013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP286,583$2.91M<0.01%-136,16413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC279,652$2.84M<0.01%-86,61613F-HRTimeline
Creative Planningin group Creative Planning257,487$2.61M<0.01%-17,70913F-HRTimelineGroup
NewEdge Advisors, LLC246,654$2.5M0.01%+139,52113F-HRTimeline
Shaker Financial Services, LLC242,714$2.46M0.84%+33,31013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…219,156$2.22M<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding211,776$2.15M+49,420Timeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC197,830$2.01M0.39%+34,63813F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.195,238$1.98M0.79%-124,17213F-HRTimeline
Ethos Financial Group, LLC181,590$1.84M0.14%+5,51613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.175,282$1.78M<0.01%+21,87413F-HRTimelineGroup
Summit Financial, LLC166,856$1.69M0.03%+8,09813F-HRTimeline
CoreCap Advisors, LLC151,265$1.54M0.06%-5,52513F-HRTimeline
Aviance Capital Partners, LLC131,737$1.34M0.16%+30913F-HRTimeline
Clear Creek Financial Management, LLC131,357$1.33M0.12%-1,58013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP99,370$1.01M0.05%+78,71813F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.96,891$983K0.58%-5513F-HRTimeline
NWF Advisory Services Inc.92,150$935K0.1%-2,90013F-HRTimeline
Cambridge Investment Research Advisors,…83,152$844K<0.01%+5,43013F-HRTimeline
WEDBUSH SECURITIES INC78,468$796K0.03%-8,70513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC72,280$734K0.02%+12,61413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC70,909$720K0.01%-9,92813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC69,215$703K0.03%+1,66113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,684$626K<0.01%+39,66413F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC61,008$619K0.44%+5,20113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,864$619K<0.01%+4,35713F-HRTimeline
CURA WEALTH ADVISORS, LLC58,428$593K0.23%-379,03413F-HRTimeline
Merit Financial Group, LLC57,635$585K0.01%-4,56913F-HR/ATimeline
Future Financial Wealth Managment LLC49,626$504K0.32%+20713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AlphaCore Capital LLC44,348$450K0.02%+94613F-HRTimeline
Advisory Services Network, LLC41,924$426K0.01%+50013F-HRTimeline
Rock Point Advisors, LLC38,549$391K0.1%-55013F-HRTimeline
OBSIDIAN CIO, LLC37,564$381K0.05%+67413F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC35,003$355K0.29%13F-HRTimeline
Fortitude Advisory Group L.L.C.34,824$353K0.19%013F-HRTimeline
Mallini Complete Financial Planning LLC33,703$342K0.28%+42913F-HRTimeline
Steward Partners Investment Advisory, L…32,415$329K<0.01%+10,20213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,858$323K<0.01%-10,53613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,725$322K<0.01%new13F-HRTimelineGroup
Apriem Advisors31,440$319K0.03%-6,47213F-HRTimeline
Quad-Cities Investment Group, LLC30,289$307K0.13%-2,64813F-HRTimeline
COMERICA BANK29,716$302K<0.01%+1,80213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC29,632$301K<0.01%+9,79513F-HRTimelineGroup
Mendel Capital Management LLC27,242$277K0.15%013F-HRTimeline
B. Riley Wealth Advisors, Inc.25,314$257K0.01%-64913F-HRTimeline
RIVERBRIDGE PARTNERS LLC24,878$253K<0.01%+34113F-HRTimeline
PFG Investments, LLC24,825$252K0.01%+5,14113F-HRTimeline
Private Advisor Group, LLC23,962$243K<0.01%-16,31513F-HRTimeline
CONNING INC.in group CONNING INC.22,455$228K0.01%013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC22,000$223K<0.01%new13F-HRTimelineGroup
Pointe Capital Management LLC21,235$216K0.11%-1,90513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC20,000$203K0.08%013F-HRTimeline
Moors & Cabot, Inc.19,400$197K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,042$193K<0.01%-2,16013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,933$192K<0.01%+9213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,627$189K<0.01%-1,42813F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS18,611$189K0.01%013F-HRTimelineGroup
Stonegate Investment Group, LLC18,552$188K<0.01%013F-HRTimeline
Camelot Portfolios, LLC18,049$183K0.11%-82,42513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,949$182K<0.01%+6,95013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,385$176K<0.01%-7,12413F-HRTimelineGroup
DUDLEY CAPITAL MANAGEMENT, LLC17,383$176K0.08%-75013F-HRTimeline
LANARK FINANCIAL, INC.17,300$176K0.01%013F-HRTimeline
ProVise Management Group, LLC16,733$170K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,462$167K<0.01%+213F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC16,000$162K0.02%013F-HRTimeline
Bison Wealth, LLC15,850$160K0.01%-79613F-HRTimeline
Sandy Cove Advisors, LLC15,600$158K0.05%013F-HRTimeline
Cresset Asset Management, LLC14,400$146K<0.01%013F-HR/ATimeline
Onyx Bridge Wealth Group LLC13,881$141K0.02%+20913F-HRTimeline
EASTERN BANK13,000$132K<0.01%+2,00013F-HRTimeline
Garden State Investment Advisory Servic…12,944$131K0.03%-49913F-HRTimeline
Clearstead Advisors, LLC12,770$130K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,760$130K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,688$129K<0.01%013F-HRTimeline
Cornerstone Wealth Group, LLC12,460$126K0.01%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC12,417$126K<0.01%-3,25113F-HRTimeline
HighTower Advisors, LLC12,169$124K<0.01%-2,45513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,850$120K<0.01%+25513F-HRTimelineGroup
WealthTrust Axiom LLC11,800$120K0.03%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,411$116K0.01%-5,41613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,253$114K<0.01%+14213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,250$104K<0.01%013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC10,184$103K0.02%013F-HRTimeline
Gilbert & Cook, Inc.10,017$102K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,223$83.5K<0.01%+38513F-HRTimelineGroup
BARRETT & COMPANY, INC.7,000$71K0.02%013F-HRTimeline
MAI Capital Management7,000$71K<0.01%013F-HRTimeline
Sound Income Strategies, LLC6,834$69.6K<0.01%+14613F-HRTimeline
Global Retirement Partners, LLC6,783$68.8K<0.01%013F-HRTimeline
CITY HOLDING CO6,000$60.9K0.01%new13F-HRTimeline
IFP Advisors, Inc5,813$59K<0.01%-113F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,420$55K<0.01%-3013F-HRTimelineGroup
Byrne Asset Management LLC4,750$48.2K0.03%013F-HRTimeline
Allworth Financial LP4,356$44.2K<0.01%+813F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,127$41.9K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC4,105$41.7K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,400$34.5K0.02%013F-HRTimeline
Strategic Advocates LLC3,117$31.6K0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,154$21.9K0.01%new13F-HRTimelineGroup
West Branch Capital LLC2,082$21.1K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,000$20.3K<0.01%013F-HRTimelineGroup
Turim 21 Investimentos Ltda.1,976$20.1K0.01%new13F-HRTimeline
Crewe Advisors LLC1,709$17.3K<0.01%+3713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,558$15.8K<0.01%+3313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,500$15.2K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC1,500$15.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,357$13.8K<0.01%-1,77013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC1,000$10.2K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.645$6.55K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC583$5.92K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners551$5.59K<0.01%+1213F-HRTimelineGroup
CENTRAL TRUST Co375$3.81K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC266$2.7K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC255$2.59K<0.01%013F-HRTimeline
TFC Financial Management, Inc.171$1.74K<0.01%new13F-HRTimeline
Asset Dedication, LLC124$1.26K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC138$1K<0.01%-5513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16$162<0.01%+913F-HRTimelineGroup
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 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