$EVV

$8.46 +$0.05 (0.59%) Close

$EVV Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 116.2M shares outstanding

Who owns EVV?

By type of holder

Institutions 36.6% Insiders 0.2% Everyone else 63.2%

Concentration Top 10 holders own 27.2%

Morgan Stanley 8.7% · Sit Investment Associates Inc 6.9%

Institutional ownership

36.6%

+1.7 pts vs last qtr

Institutional holders

144

+7 vs last qtr

Net shares bought

+2.0M

by institutions in Q2 2026

New / sold out

20 / 13

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Focus Partners Wealth +511.7K
Morgan Stanley +280.7K

Biggest sellers in Q2 2026

Royal Bank Of Canada −60.1K
Shaker Financial Services, LLC −56.7K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Eaton Vance Ltd Duration Income Fund in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Eaton Vance Ltd Duration Income Fund.

How patient are the owners?

Institutional shares by how long they've been held

5+ years87% 3–5 years3% 1–3 years7% Under 1 year2%

Quarterly turnover

3.9%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting EVV on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	10.1M	8.69%	+280.7K (+2.9%)	≤2021	0.0%
Shares held by quarter Peak holding10.1M (Q2'26) Change over 8 quarters+83.9K Share of the company8.690% Morgan Stanley's full portfolio →
SI Sit Investment Associates Inc	8.0M	6.89%	+137.5K (+1.7%)	≤2021	1.4%
Shares held by quarter Peak holding8.0M (Q2'26) Change over 8 quarters+2.9M Share of the company6.890% Sit Investment Associates Inc's full portfolio →

Morgan Stanley

10.1M

% of company

8.69%

Change vs last qtr

+280.7K (+2.9%)

Held since

≤2021

Sit Investment Associates Inc

8.0M

% of company

6.89%

Change vs last qtr

+137.5K (+1.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Eaton Vance Ltd Duration Income Fund, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting EVV on Form N-PORT; together they hold 2.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II	$13M	1.4M	1.19%	1.57%	May 31, 2026
RS Rational Special Situations Income Fund Mutual Fund & Variable Insurance Trust	$3.24M	156	0.00%	0.25%	March 31, 2026

Invesco CEF Income Composite ETF

Invesco Exchange-Traded Fund Trust II

Position value

$13M

% of company

1.19%

% of the fund

1.57%

As of

May 31, 2026

Rational Special Situations Income Fund

Mutual Fund & Variable Insurance Trust

Position value

$3.24M

% of company

0.00%

% of the fund

0.25%

As of

March 31, 2026

14 more funds behind a free account

See every fund holding Eaton Vance Ltd Duration Income Fund and how much of the fund the position is.

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