Skip to content
Disclosery

XEVVX EATON VANCE LIMITED DURATION

Follow

COM (fund)

145 managers (146 13F filers) reported a position in XEVVX shares at 2025-12-31, 39,188,925 shares in all. 17 filers opened a position and 14 filers sold out during the quarter.

Managers
145
13F filers
146
New
17
Added
47
Reduced
46
Sold out
14
Shares held by filers
39,188,925

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY10,003,565$99.1M0.01%-44,48313F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC6,460,942$64M1.26%+44,23913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,510,263$44.7M0.01%+400,49013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,762,567$17.5M0.13%+28,30313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,454,281$14.4M<0.01%-19,79013F-HRTimelineGroup
LPL Financial LLC1,344,322$13.3M<0.01%-346,60113F-HRTimeline
Chicago Partners Investment Group LLC1,050,961$10.4M0.26%+13,63713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA976,099$9.67M<0.01%+41,05913F-HRTimelineGroup
Cetera Investment Advisers810,950$8.04M0.01%+96,97413F-HRTimeline
UBS Group AGin group UBS Group AG766,564$7.6M<0.01%+513F-HRTimelineGroup
Capital Investment Advisors, LLC714,065$7.08M0.11%-97,41713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC519,842$5.15M<0.01%-15,03713F-HRTimelineGroup
Janney Montgomery Scott LLC509,467$5.05M0.01%+67,51013F-HRTimeline
Cyndeo Wealth Partners, LLC437,128$4.33M0.23%-5,63313F-HRTimeline
OAK HILL ADVISORS LP390,403$3.87M0.63%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.375,463$3.72M0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.362,470$3.59M0.01%-19,06113F-HRTimelineGroup
Kanen Wealth Management LLC355,116$3.53M1.07%-46,29813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN342,458$3.39M<0.01%+23,02013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/294,994$2.92M<0.01%-6,07113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP282,339$2.8M<0.01%-4,24413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding276,742$2.74M+64,966Timeline
NewEdge Advisors, LLC259,730$2.57M0.01%+13,07613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC253,591$2.51M<0.01%new13F-HRTimelineGroup
Shaker Financial Services, LLC239,059$2.37M0.75%-3,65513F-HRTimeline
Creative Planningin group Creative Planning228,398$2.26M<0.01%-29,08913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC212,329$2.1M<0.01%-67,32313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…210,272$2.08M<0.01%-8,88413F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC206,016$2.04M0.37%+8,18613F-HRTimeline
Summit Financial, LLC192,415$1.91M0.03%+25,55913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.178,160$1.77M<0.01%+2,87813F-HRTimelineGroup
Ethos Financial Group, LLC172,441$1.71M0.13%-9,14913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC152,300$1.51M<0.01%+120,57513F-HRTimelineGroup
Aviance Capital Partners, LLC137,910$1.37M0.16%+6,17313F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.136,816$1.36M0.51%-58,42213F-HRTimeline
Clear Creek Financial Management, LLC135,906$1.35M0.11%+4,54913F-HRTimeline
CoreCap Advisors, LLC128,635$1.27M0.04%-22,63013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.99,828$989K0.57%+2,93713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…98,815$979K<0.01%+80,18813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…87,124$863K<0.01%+3,97213F-HRTimeline
WEDBUSH SECURITIES INC86,701$859K0.03%+8,23313F-HRTimeline
NWF Advisory Services Inc.81,850$811K0.09%-10,30013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC72,280$716K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC68,850$682K0.03%-36513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC67,894$680K<0.01%+38,26213F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC63,308$629K0.44%+2,30013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC61,006$605K0.01%-9,90313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,077$600K<0.01%-78713F-HRTimeline
Merit Financial Group, LLC57,359$568K<0.01%-27613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC51,336$509K0.01%+47,20913F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP51,181$507K0.02%-48,18913F-HRTimeline
FIRST MERCHANTS CORP51,000$505K0.02%new13F-HRTimeline
Future Financial Wealth Managment LLC48,895$483K0.32%-73113F-HRTimeline
AlphaCore Capital LLC45,330$449K0.01%+98213F-HRTimeline
CURA WEALTH ADVISORS, LLC43,903$435K0.16%-14,52513F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…41,350$410K0.03%new13F-HRTimelineGroup
Advisory Services Network, LLC40,764$404K0.01%-1,16013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,162$398K<0.01%-21,52213F-HRTimelineGroup
Rock Point Advisors, LLC38,849$385K0.1%+30013F-HRTimeline
Fortitude Advisory Group L.L.C.34,824$345K0.15%013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC34,653$343K0.27%-35013F-HRTimeline
Mallini Complete Financial Planning LLC34,051$337K0.27%+34813F-HRTimeline
COMERICA BANK33,896$336K<0.01%+4,18013F-HRTimeline
Apriem Advisors31,468$312K0.03%+2813F-HRTimeline
PFG Investments, LLC31,226$309K0.01%+6,40113F-HRTimeline
HRT FINANCIAL LP30,108$298K<0.01%new13F-HRTimeline
Quad-Cities Investment Group, LLC29,367$291K0.12%-92213F-HRTimeline
Pointe Capital Management LLC26,240$260K0.13%+5,00513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC23,000$228K0.04%+7,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,599$224K<0.01%-9,25913F-HRTimelineGroup
CONNING INC.in group CONNING INC.22,455$223K0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…21,681$215K<0.01%-10,73413F-HRTimeline
B. Riley Wealth Advisors, Inc.20,459$203K0.01%-4,85513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC20,000$198K0.07%013F-HRTimeline
Private Advisor Group, LLC19,767$196K<0.01%-4,19513F-HRTimeline
MML INVESTORS SERVICES, LLC19,028$189K<0.01%+9513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS18,611$184K0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.18,319$182K0.01%-1,08113F-HRTimeline
Marex Group Ltdin group Marex Group Ltd17,607$174K<0.01%new13F-HRTimelineGroup
Camelot Portfolios, LLC17,542$174K0.11%-50713F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC17,383$172K0.08%013F-HRTimeline
LANARK FINANCIAL, INC.17,300$171K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,185$170K<0.01%-20013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,465$163K<0.01%+313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…16,456$163K<0.01%-1,49313F-HRTimelineGroup
Clearstead Advisors, LLC16,153$160K<0.01%+3,38313F-HRTimeline
Bison Wealth, LLC16,850$155K0.02%+1,00013F-HRTimeline
Sandy Cove Advisors, LLC15,600$155K0.05%013F-HRTimeline
Cresset Asset Management, LLC14,400$143K<0.01%013F-HRTimeline
ProVise Management Group, LLC14,263$141K0.01%-2,47013F-HRTimeline
Onyx Bridge Wealth Group LLC13,647$135K0.01%-23413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,562$134K<0.01%-5,48013F-HR/ATimelineGroup
Williams Jones Wealth Management, LLC.13,473$134K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.13,001$129K0.04%new13F-HRTimeline
EASTERN BANK13,000$129K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,760$126K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,688$126K<0.01%013F-HRTimeline
Cornerstone Wealth Group, LLC12,460$123K0.01%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC12,417$123K<0.01%013F-HRTimeline
DECISION INVESTMENTS, INC12,200$121K0.13%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,115$120K<0.01%+26513F-HRTimelineGroup
WealthTrust Axiom LLC11,800$117K0.03%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,402$113K<0.01%+14913F-HRTimelineGroup
Western Wealth Management, LLC11,162$111K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,250$102K<0.01%013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC10,184$101K0.02%013F-HRTimeline
Ellis Investment Partners, LLC10,161$101K0.02%new13F-HRTimeline
MAI Capital Management8,100$80.3K<0.01%+1,10013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,838$77.7K<0.01%-38513F-HRTimelineGroup
BARRETT & COMPANY, INC.7,000$69.4K0.02%013F-HRTimeline
Sound Income Strategies, LLC6,946$68.6K<0.01%+11213F-HRTimeline
Global Retirement Partners, LLC6,783$67.2K<0.01%013F-HRTimeline
CITY HOLDING CO6,000$59.5K0.01%013F-HRTimeline
IFP Advisors, Inc5,813$57.6K<0.01%013F-HRTimeline
Byrne Asset Management LLC4,750$47.1K0.03%013F-HRTimeline
Allworth Financial LP4,365$43.3K<0.01%+913F-HRTimeline
Arax Advisory Partners3,830$38K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,400$33.7K0.02%013F-HRTimeline
Strategic Advocates LLC3,144$31.3K0.01%+2713F-HRTimeline
West Branch Capital LLC2,097$20.8K0.01%+1513F-HRTimeline
Turim 21 Investimentos Ltda.1,799$17.8K0.01%-17713F-HRTimeline
Farther Finance Advisors, LLC1,788$17.7K<0.01%+1,52213F-HRTimeline
Crewe Advisors LLC1,749$17.3K<0.01%+4013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,500$14.9K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC1,500$14.9K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,173$11.6K0.01%-98113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,150$11.4K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC1,115$11.1K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,061$10.5K<0.01%-49713F-HR/ATimelineGroup
SHP Wealth Management1,000$9.91K<0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,000$9.91K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.833$8.26K0.01%13F-HRTimeline
Geneos Wealth Management Inc.645$6.39K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC583$5.78K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC573$5.68K0.01%13F-HRTimeline
CX Institutional513$5K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC500$4.97K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…477$4.72K<0.01%-88013F-HRTimelineGroup
Parallel Advisors, LLC408$4.04K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC419$4K<0.01%+28113F-HRTimelineGroup
Nova Wealth Management, Inc.304$3.01K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners263$2.61K<0.01%-28813F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC255$2.53K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC130$1.29K<0.01%new13F-HRTimeline
HORIZON BANCORP INC /IN/42$1K<0.01%013F-HRTimeline

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