XEVVXEATON VANCE LIMITED DURATION
CUSIP 27828H105 · Yahoo Finance ↗ · Google Finance ↗
Eaton Vance Limited Duration (XEVVX) has 136 institutional holders in Filings Flow’s 13F database, together reporting 40.67M shares worth $300M as of Q1 2026. The largest reported holders are Morgan Stanley, Ameriprise Financial Inc, and Guggenheim Capital LLC.
Institutional Holders
136
Q1 2026
Reported Value
$300M
Ticker
XEVVX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Kanen Wealth Management LLC$278M AUM | 1.29% | $4M | 379.8K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.95% | $3M | 289.4K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.54% | $941,279 | 99.6K | Q1 2026OLDER |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.45% | $1M | 120.5K | Q1 2026OLDER |
| OAK HILL ADVISORS LP$878M AUM | 0.42% | $4M | 390.4K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.37% | $2M | 206.0K | Q4 2025OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.29% | $457,010 | 48.2K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 0.23% | $292,714 | 31.0K | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.23% | $325,824 | 34.8K | Q2 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.23% | $10M | 1.06M | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 0.23% | $454,800 | 48.1K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.20% | $4M | 401.2K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.16% | $1M | 142.5K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.15% | $329,083 | 34.8K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.15% | $325,078 | 34.4K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.13% | $17M | 1.82M | Q1 2026OLDER |
| Mendel Capital Management LLC$199M AUM | 0.13% | $257,437 | 27.2K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.12% | $2M | 172.4K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.12% | $341,098 | 36.1K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.11% | $155,318 | 16.6K | Q2 2026 |
| Rock Point Advisors, LLC$370M AUM | 0.10% | $366,178 | 38.7K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.10% | $1M | 134.5K | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 0.10% | $160,597 | 17.0K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.09% | $773,483 | 81.8K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.09% | $6M | 629.4K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.08% | $211,037 | 22.5K | Q2 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC$227M AUM | 0.07% | $164,269 | 17.4K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.06% | $187,400 | 20.0K | Q2 2026 |
| OBSIDIAN CIO, LLC$111M AUM | 0.05% | $381,271 | 37.6K | Q3 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.04% | $115,159 | 12.2K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.04% | $146,172 | 15.6K | Q2 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.03% | $264,600 | 28.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.03% | $1M | 114.8K | Q2 2026 |
| Apriem Advisors$1.0B AUM | 0.03% | $297,660 | 31.5K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $628,649 | 66.5K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.03% | $409,779 | 41.4K | Q4 2025OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.03% | $111,508 | 11.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.03% | $2M | 208.2K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.02% | $44,508 | 4.8K | Q2 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.02% | $66,150 | 7.0K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.02% | $99,134 | 10.5K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.02% | $32,130 | 3.4K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.02% | $507,204 | 51.2K | Q4 2025OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.02% | $102,975 | 10.9K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.02% | $96,239 | 10.2K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.01% | $158,727 | 16.9K | Q2 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.01% | $133,527 | 14.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $761,678 | 81.3K | Q2 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $298,549 | 31.6K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.01% | $18,151 | 1.9K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $1M | 147.3K | Q1 2026OLDER |
| Gilbert & Cook, Inc.$774M AUM | 0.01% | $101,673 | 10.0K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $172,935 | 18.3K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $186,545 | 20.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $46M | 4.82M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 284.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 933.4K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.01% | $123,445 | 13.1K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.01% | $123,479 | 12.5K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 246.0K | Q2 2026 |
| FIRST MERCHANTS CORP$2.6B AUM | 0.01% | $198,450 | 21.0K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.01% | $56,700 | 6.0K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.01% | $175,874 | 18.6K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 0.01% | $212,200 | 22.5K | Q1 2026OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 0.01% | $17,828 | 1.8K | Q4 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $7,872 | 833 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $283,500 | 30.0K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $144,960 | 15.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $99M | 10.00M | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $578,820 | 61.2K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.01% | $11,085 | 1.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 372.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $385,220 | 40.8K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $115,822 | 11.4K | Q3 2025OLDER |
| West Branch Capital LLC$430M AUM | 0.00% | $19,941 | 2.1K | Q2 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $120,582 | 12.8K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $41,666 | 4.1K | Q3 2025OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.00% | $188,303 | 18.6K | Q3 2025OLDER |
| RIVERBRIDGE PARTNERS LLC$3.6B AUM | 0.00% | $252,512 | 24.9K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $546,734 | 57.9K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $5,616 | 599 | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $105,482 | 11.2K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $55,013 | 5.4K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $68,310 | 7.3K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 203.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 323.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $10M | 1.10M | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 193.1K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $16M | 1.68M | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $185,636 | 19.6K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $73,442 | 7.8K | Q2 2026 |
| Inlight Wealth Management, LLC$270M AUM | 0.00% | $5,778 | 583 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $135,423 | 14.3K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $162,124 | 17.2K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $160,076 | 16.2K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $648,527 | 68.6K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $160,168 | 16.9K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $9,370 | 1.0K | Q2 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $151,040 | 15.2K | Q4 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $2,873 | 304 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $103,071 | 10.9K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $162,398 | 17.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 591.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $9M | 995.9K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $103,070 | 11.0K | Q2 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $96,863 | 10.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $887,644 | 93.9K | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.00% | $133,514 | 13.5K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 228.6K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $16,910 | 1.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $335,910 | 33.9K | Q4 2025OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.00% | $117,341 | 12.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $67,220 | 6.8K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $54,933 | 5.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $37,956 | 3.8K | Q4 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $174,485 | 17.6K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $521,998 | 55.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $205,708 | 21.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 717.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $186,798 | 19.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $784,786 | 83.0K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $9,450 | 1.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 364.0K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $229,718 | 24.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $155,620 | 16.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $323,682 | 34.3K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $136,080 | 14.4K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $14,175 | 1.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $76,545 | 8.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $14,175 | 1.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 253.6K | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $11,054 | 1.1K | Q4 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $1,289 | 130 | Q4 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $2,610 | 263 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $26,677 | 2.8K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $94,500 | 10.0K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $1,738 | 171 | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $135,116 | 14.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $125,988 | 13.3K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $142,119 | 15.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 266.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $41,333 | 4.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $4,538 | 500 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $6,392 | 645 | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $123,508 | 12.2K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $357,557 | 37.8K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $223,300 | 22.0K | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $1,259 | 124 | Q3 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $3,807 | 375 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $4,043 | 408 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $508,079 | 53.8K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $20,300 | 2.0K | Q3 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $2,527 | 255 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $229,200 | 24.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $8,675 | 918 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $31,922 | 3.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,607 | 170 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4,505 | 477 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,570 | 272 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $9 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.