Who Owns EATON VANCE LIMITED DURATION (EVV)? -- Institutional Holders (2026-06-30)
155 institutions reported holding $398.9M of EATON VANCE LIMITED DURATION (EVV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($94.6M), SIT INVESTMENT ASSOCIATES INC ($75.0M), AMERIPRISE FINANCIAL INC ($47.7M), GUGGENHEIM CAPITAL LLC ($16.6M), Invesco Ltd. ($15.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $94.6M | 10.1M | Added |
| 2 | SIT INVESTMENT ASSOCIATES INC | $75.0M | 8.0M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $47.7M | 5.1M | Added |
| 4 | GUGGENHEIM CAPITAL LLC | $16.6M | 1.8M | Trimmed |
| 5 | Invesco Ltd. | $15.8M | 1.7M | Added |
| 6 | LPL Financial LLC | $11.4M | 1.2M | Added |
| 7 | Chicago Partners Investment Group LLC | $9.5M | 1.0M | Trimmed |
| 8 | Cetera Investment Advisers | $9.2M | 983,948 | Added |
| 9 | Royal Bank of Canada | $8.8M | 935,817 | Trimmed |
| 10 | UBS Group AG | $6.8M | 725,540 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $5.9M | 630,916 | Added |
| 12 | Janney Montgomery Scott LLC | $5.6M | 600,267 | Added |
| 13 | Focus Partners Wealth | $5.6M | 594,778 | Added |
| 14 | Capital Investment Advisors, LLC | $5.4M | 580,562 | Trimmed |
| 15 | Kanen Wealth Management LLC | $4.4M | 465,077 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $3.9M | 419,238 | Added |
| 17 | OSAIC HOLDINGS, INC. | $3.8M | 409,060 | Added |
| 18 | Cyndeo Wealth Partners, LLC | $3.7M | 391,237 | Trimmed |
| 19 | OAK HILL ADVISORS LP | $3.7M | 390,403 | Hold |
| 20 | COHEN & STEERS, INC. | $3.5M | 375,463 | Hold |
| 21 | STIFEL FINANCIAL CORP | $3.3M | 354,382 | Added |
| 22 | Kestra Advisory Services, LLC | $3.1M | 329,156 | Added |
| 23 | BANK OF AMERICA CORP /DE/ | $2.4M | 256,234 | Trimmed |
| 24 | NewEdge Advisors, LLC | $2.4M | 251,894 | Added |
| 25 | Shaker Financial Services, LLC | $2.2M | 232,722 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30