13F Insight
DOSSIER · 13F Holders · Q2 2026
XEVVX

EATON VANCE LIMITED DURATION

150 institutions still hold EATON VANCE LIMITED DURATION as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 27828H105·150 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$340M
visible holders
Holders
150
filers reporting
Concentration
27.87%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

150 institutions reported XEVVX in Q2 2026. MORGAN STANLEY leads at 27.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$95M10.1M0.01%Q2 202602
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$74M7.9M1.51%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$48M5.1M0.01%Q2 202604
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$17M1.8M0.10%Q2 202605
Invesco Ltd.
CIK 0000914208
$16M1.7M0.00%Q2 202606
LPL Financial LLC
CIK 0001403438
$11M1.2M0.00%Q2 202607
Chicago Partners Investment Group LLC
CIK 0001563525
$10M1.0M0.19%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$9M984K0.01%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$9M936K0.00%Q2 202610
UBS Group AG
CIK 0001610520
$7M726K0.00%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M631K0.00%Q2 202612
Focus Partners Wealth
CIK 0001542153
$6M595K0.01%Q2 202613
Capital Investment Advisors, LLC
CIK 0001582732
$5M581K0.07%Q2 202614
Janney Montgomery Scott LLC
CIK 0001329948
$5M521K0.01%Q1 202615
Kanen Wealth Management LLC
CIK 0001681614
$4M465K1.06%Q2 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M419K0.00%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M409K0.00%Q2 202618
Cyndeo Wealth Partners, LLC
CIK 0001950947
$4M391K0.17%Q2 202619
OAK HILL ADVISORS LP
CIK 0001164688
$4M390K0.52%Q2 202620
COHEN & STEERS, INC.
CIK 0001284812
$4M375K0.01%Q1 2026
Page 1 of 8
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