XEVVX EATON VANCE LIMITED DURATION
FollowCOM (fund)
Filings received so far for Q3 2026: 10 13F filers report a position in XEVVX shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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.
- SIT INVESTMENT ASSOCIATES INC(group SIT INVESTMENT ASSOCIATES INC)
8,935,779 shares, 7.7% in a 13G/A as of 2026-09-29,0000769317-26-000021
Accepted , ingested
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 114,705 | $969K | 0.03% | -130 | 13F-HRTimeline |
| INDEPENDENT FINANCIAL GROUP, LLC | 79,139 | $669K | 0.01% | -2,150 | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 55,336 | $466K | <0.01% | -433 | 13F-HRTimeline |
| Mallini Complete Financial Planning LLC | 33,769 | $285K | 0.2% | -1,004 | 13F-HRTimeline |
| DECISION INVESTMENTS, INC | 12,100 | $102K | 0.09% | 0 | 13F-HRTimeline |
| EASTERN BANK | 11,000 | $93K | <0.01% | 0 | 13F-HRTimeline |
| Byrne Asset Management LLC | 4,750 | $40.2K | 0.02% | 0 | 13F-HRTimeline |
| Cape Investment Advisory, Inc. | 2,208 | $18.7K | <0.01% | -11,133 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1,522 | $12.9K | <0.01% | -1,050 | 13F-HRTimeline |
| CX Institutional | 175 | $1K | <0.01% | 0 | 13F-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 , ingestedSIT 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