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Disclosery

XEVVX EATON VANCE LIMITED DURATION

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COM (fund)

136 managers (136 13F filers) reported a position in XEVVX shares at 2026-03-31, 40,503,943 shares in all. 11 filers opened a position and 21 filers sold out during the quarter.

Managers
136
13F filers
136
New
11
Added
53
Reduced
32
Sold out
21
Shares held by filers
40,503,943

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY9,819,818$92.8M0.01%-183,74713F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC7,869,208$74.4M1.51%+1,408,26613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,818,007$45.5M0.01%+307,74413F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,820,371$17.2M0.14%+57,80413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,677,489$15.9M<0.01%+223,20813F-HRTimelineGroup
LPL Financial LLC1,098,486$10.4M<0.01%-245,83613F-HRTimeline
Chicago Partners Investment Group LLC1,064,177$10.2M0.23%+13,21613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA995,905$9.41M<0.01%+19,80613F-HRTimelineGroup
Cetera Investment Advisers933,420$8.82M0.01%+122,47013F-HRTimeline
UBS Group AGin group UBS Group AG717,312$6.78M<0.01%-49,25213F-HRTimelineGroup
Capital Investment Advisors, LLC629,405$5.95M0.09%-84,66013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC591,129$5.59M<0.01%+71,28713F-HRTimelineGroup
Janney Montgomery Scott LLC520,780$4.92M0.01%+11,31313F-HRTimeline
Cyndeo Wealth Partners, LLC401,237$3.79M0.2%-35,89113F-HRTimeline
OAK HILL ADVISORS LP390,403$3.69M0.42%013F-HRTimeline
Kanen Wealth Management LLC379,816$3.59M1.29%+24,70013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.375,463$3.55M0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.372,839$3.52M0.01%+10,36913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN364,047$3.44M<0.01%+21,58913F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP323,057$3.05M<0.01%+40,71813F-HRTimelineGroup
Shaker Financial Services, LLC289,373$2.73M0.95%+50,31413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding284,294$2.69M+7,552Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/266,324$2.52M<0.01%-28,67013F-HRTimelineGroup
NewEdge Advisors, LLC246,001$2.32M0.01%-13,72913F-HR/ATimeline
Creative Planningin group Creative Planning228,598$2.16M<0.01%+20013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…225,187$2.13M<0.01%+14,91513F-HRTimelineGroup
Summit Financial, LLC208,208$1.97M0.03%+15,79313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.203,074$1.92M<0.01%+24,91413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC193,110$1.82M<0.01%-19,21913F-HRTimeline
Ethos Financial Group, LLC172,441$1.71M0.12%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC147,296$1.39M0.02%+95,96013F-HRTimelineGroup
Aviance Capital Partners, LLC142,539$1.35M0.16%+4,62913F-HRTimeline
Clear Creek Financial Management, LLC134,545$1.27M0.1%-1,36113F-HRTimeline
CoreCap Advisors, LLC121,655$1.15M0.04%-6,98013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.120,455$1.14M0.45%-16,36113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.99,606$941K0.54%-22213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…93,930$888K<0.01%-4,88513F-HRTimelineGroup
WEDBUSH SECURITIES INC93,632$885K0.03%+6,93113F-HRTimeline
Cambridge Investment Research Advisors,…85,756$810K<0.01%-1,36813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth83,046$785K<0.01%+70,93113F-HRTimelineGroup
NWF Advisory Services Inc.81,850$773K0.09%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC79,289$749K0.02%+7,00913F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC68,626$649K<0.01%+73213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC66,524$629K0.03%-2,32613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC62,173$588K0.42%-1,13513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC61,246$579K0.01%+24013F-HRTimelineGroup
Merit Financial Group, LLC57,855$547K<0.01%+49613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,769$522K<0.01%-4,30813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,765$508K<0.01%+13,60313F-HRTimelineGroup
Future Financial Wealth Managment LLC48,157$457K0.29%-73813F-HRTimeline
Pointe Capital Management LLC48,127$455K0.23%+21,88713F-HRTimeline
Advisory Services Network, LLC40,764$385K0.01%013F-HRTimeline
Rock Point Advisors, LLC38,749$366K0.1%-10013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC37,837$358K<0.01%+15,23813F-HRTimelineGroup
WEALTH EFFECTS LLC36,095$341K0.12%new13F-HRTimeline
Fortitude Advisory Group L.L.C.34,824$329K0.15%013F-HRTimeline
Mallini Complete Financial Planning LLC34,415$325K0.26%+36413F-HRTimeline
CURA WEALTH ADVISORS, LLC34,400$325K0.15%-9,50313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…34,252$324K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC31,593$299K0.01%+36713F-HRTimeline
Apriem Advisors31,498$298K0.03%+3013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC30,975$293K0.23%-3,67813F-HRTimeline
AlphaCore Capital LLC30,000$284K0.01%-15,33013F-HRTimeline
Quad-Cities Investment Group, LLC29,493$279K0.11%+12613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC28,000$265K0.03%+5,00013F-HRTimeline
Mendel Capital Management LLC27,242$257K0.13%13F-HRTimeline
MML INVESTORS SERVICES, LLC24,309$230K<0.01%+5,28113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,254$229K<0.01%-128,04613F-HRTimelineGroup
CONNING INC.in group CONNING INC.22,455$212K0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…21,768$206K<0.01%+8713F-HRTimeline
FIRST MERCHANTS CORP21,000$198K0.01%-30,00013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC20,000$189K0.07%013F-HRTimeline
Private Advisor Group, LLC19,767$187K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.20,556$187K0.01%+9713F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC19,644$186K<0.01%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS18,611$176K0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.18,300$173K0.01%+1,00013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC17,383$164K0.07%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,185$162K<0.01%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…17,156$162K<0.01%+70013F-HRTimelineGroup
WealthTrust Asset Management, LLC16,994$161K0.1%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,949$160K<0.01%+5,54713F-HRTimelineGroup
Bison Wealth, LLC16,850$157K0.02%013F-HRTimeline
Camelot Portfolios, LLC16,621$157K0.12%-92113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,468$156K<0.01%+313F-HRTimelineGroup
Sandy Cove Advisors, LLC15,600$147K0.04%013F-HRTimeline
Moors & Cabot, Inc.15,340$145K0.01%-2,97913F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management15,039$142K<0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC14,400$136K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.14,330$135K<0.01%+1,64213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,298$135K<0.01%+73613F-HRTimelineGroup
Onyx Bridge Wealth Group LLC14,130$134K0.01%+48313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,332$126K<0.01%new13F-HRTimeline
ProVise Management Group, LLC13,063$123K0.01%-1,20013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT12,760$121K<0.01%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC12,417$117K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.12,186$115K0.04%-81513F-HRTimeline
DECISION INVESTMENTS, INC12,100$114K0.13%-10013F-HRTimeline
WealthTrust Axiom LLC11,800$112K0.03%013F-HRTimeline
Western Wealth Management, LLC11,162$105K<0.01%013F-HR/ATimeline
EASTERN BANK11,000$104K<0.01%-2,00013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,907$103K<0.01%new13F-HRTimelineGroup
Ellis Investment Partners, LLC10,896$103K0.02%+73513F-HRTimeline
Garden State Investment Advisory Servic…10,489$99.1K0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,250$96.9K<0.01%013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC10,184$96.2K0.02%013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD10,000$94.5K<0.01%new13F-HRTimelineGroup
MAI Capital Management8,100$76.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,838$74.1K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC7,267$68.3K<0.01%+32113F-HRTimeline
BARRETT & COMPANY, INC.7,000$66.2K0.02%013F-HRTimeline
CITY HOLDING CO6,000$56.7K0.01%013F-HRTimeline
IFP Advisors, Inc5,813$54.9K<0.01%013F-HRTimeline
Byrne Asset Management LLC4,750$44.9K0.03%013F-HRTimeline
Allworth Financial LP4,374$41.3K<0.01%+913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,400$32.1K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,539$31.9K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC2,838$26.7K<0.01%+1,05013F-HRTimeline
West Branch Capital LLC2,128$20.1K0.01%+3113F-HRTimeline
Axiom Investment Management LLC1,921$18.2K0.01%13F-HRTimeline
Crewe Advisors LLC1,789$16.9K<0.01%+4013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,500$14.2K<0.01%013F-HR/ATimelineGroup
Bogart Wealth, LLC1,500$14.2K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,173$11.1K0.01%013F-HRTimelineGroup
SHP Wealth Management1,000$9.45K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,000$9.45K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC918$8.68K<0.01%+49913F-HRTimelineGroup
Godfrey Financial Associates, Inc.833$7.87K0.01%013F-HRTimeline
Ares Financial Consulting, LLC586$5.51K<0.01%+1313F-HRTimeline
Smartleaf Asset Management LLC500$4.54K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…477$4.5K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.304$2.87K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…272$2.57K<0.01%-78913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC170$1.61K<0.01%-98013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$9<0.01%new13F-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