Stock
Eaton Vance Limited Duration
Ticker not mapped · held by 136 managers
Reported value
$293.7M
Holders
136
+11 new · −20 exited
Holders’ est. mark
−$12.1M
Price effect on 123 books still in the name
Largest holder
$92.8M
MORGAN STANLEY
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MORGAN STANLEY | 9.82M | $92.8M | −$4.52M | Cut−$6.34M |
| AMERIPRISE FINANCIAL INC | 4.82M | $45.5M | −$2.08M | Added$830.3K |
| GUGGENHEIM CAPITAL LLC | 1.82M | $17.2M | −$810.8K | Cut−$264.5K |
| Invesco Ltd. | 1.68M | $15.9M | −$669K | Added$1.44M |
| LPL Financial LLC | 1.1M | $10.4M | −$505.3K | Cut−$2.94M |
| Chicago Partners Investment Group LLC | 1.06M | $10.2M | −$388.9K | Cut−$262.8K |
| ROYAL BANK OF CANADA | 995.9K | $9.41M | −$449.2K | Cut−$262K |
| Cetera Investment Advisers | 933.4K | $8.82M | −$373K | Added$784.3K |
| UBS Group AG | 717.3K | $6.78M | −$330K | Cut−$818.1K |
| Capital Investment Advisors, LLC | 629.4K | $5.95M | −$289.5K | Cut−$1.13M |
| RAYMOND JAMES FINANCIAL INC | 591.1K | $5.59M | −$239.1K | Added$434.5K |
| Cyndeo Wealth Partners, LLC | 401.2K | $3.79M | −$184.6K | Cut−$540.2K |
| OAK HILL ADVISORS LP | 390.4K | $3.69M | −$179.6K | Cut−$179.6K |
| Kanen Wealth Management LLC | 379.8K | $3.59M | $3.35M | Added$3.59M |
| OSAIC HOLDINGS, INC. | 372.8K | $3.52M | −$166.8K | Cut−$68.8K |
| WELLS FARGO & COMPANY/MN | 364K | $3.44M | −$157.5K | Added$46.5K |
| STIFEL FINANCIAL CORP | 323.1K | $3.05M | −$129.9K | Added$254.9K |
| Shaker Financial Services, LLC | 289.4K | $2.73M | −$110K | Added$365.5K |
| Kestra Advisory Services, LLC | 284.3K | $2.69M | −$120.3K | Added$95.1K |
| BANK OF AMERICA CORP /DE/ | 266.3K | $2.52M | −$122.5K | Cut−$406.6K |
| Creative Planning | 228.6K | $2.16M | −$105.1K | Cut−$103.2K |
| Summit Financial, LLC | 208.2K | $1.97M | −$88.5K | Added$60.7K |
| Baird Financial Group, Inc. | 203.1K | $1.92M | −$82K | Added$153.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | 193.1K | $1.82M | −$88.8K | Cut−$279.3K |
| Ethos Financial Group, LLC | 172.4K | $1.71M | $0 | Held |
| WOLVERINE ASSET MANAGEMENT LLC | 147.3K | $1.39M | −$23.6K | Added$883.2K |
| Aviance Capital Partners, LLC | 142.5K | $1.35M | −$63.4K | Cut−$19.7K |
| Clear Creek Financial Management, LLC | 134.5K | $1.27M | −$61.9K | Cut−$75.4K |
| CoreCap Advisors, LLC | 121.7K | $1.15M | −$56K | Cut−$125.1K |
| KENNEDY INVESTMENT GROUP | 120.5K | $1.14M | −$55.4K | Cut−$217.6K |
| MELFA WEALTH MANAGEMENT, INC. | 99.6K | $941.3K | −$45.8K | Cut−$48K |
| Rockefeller Capital Management L.P. | 93.9K | $887.6K | −$43.2K | Cut−$91.6K |
| Focus Partners Wealth | 83K | $784.8K | −$5.58K | Added$664.7K |
| NWF Advisory Services Inc. | 81.8K | $773.5K | −$37.7K | Cut−$37.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | 79.3K | $749.3K | −$33.2K | Added$33K |
| Lido Advisors, LLC | 68.6K | $648.5K | −$38.3K | Cut−$31.4K |
| FLAGSHIP HARBOR ADVISORS, LLC | 66.5K | $628.6K | −$30.6K | Cut−$53.7K |
| BENJAMIN EDWARDS INC | 61.2K | $578.8K | −$28.1K | Cut−$25.8K |
| Merit Financial Group, LLC | 57.9K | $546.7K | −$26.4K | Cut−$21.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 55.8K | $522K | −$35.1K | Cut−$78.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 53.8K | $508.1K | −$18.5K | Added$110.1K |
| Future Financial Wealth Managment LLC | 48.2K | $457K | −$18.3K | Cut−$25.6K |
| Pointe Capital Management LLC | 48.1K | $454.8K | −$12.1K | Added$194.8K |
| Advisory Services Network, LLC | 40.8K | $385.2K | −$18.8K | Cut−$18.8K |
| Rock Point Advisors, LLC | 38.7K | $366.2K | −$17.8K | Cut−$18.8K |
| ENVESTNET ASSET MANAGEMENT INC | 37.8K | $357.6K | −$10.4K | Added$133.6K |
| WEALTH EFFECTS LLC | 36.1K | $341.1K | — | New |
| Fortitude Advisory Group L.L.C. | 34.8K | $329.1K | −$16K | Cut−$16K |
| Mallini Complete Financial Planning LLC | 34.4K | $325.2K | −$15.7K | Cut−$12.2K |
| CURA WEALTH ADVISORS, LLC | 34.4K | $325.1K | −$15.8K | Cut−$110K |
| FIFTH THIRD BANCORP | 34.3K | $323.7K | — | New |
| PFG Investments, LLC | 31.6K | $298.5K | −$14.4K | Cut−$10.9K |
| Apriem Advisors | 31.5K | $297.7K | −$14.5K | Cut−$14.2K |
| VIRTUE ASSET MANAGEMENT LLC | 31K | $292.7K | −$14.2K | Cut−$50.7K |
| AlphaCore Capital LLC | 30K | $283.5K | −$13.8K | Cut−$165.7K |
| Quad-Cities Investment Group, LLC | 29.5K | $278.7K | −$13.5K | Cut−$12.3K |
| ASHTON THOMAS SECURITIES, LLC | 28K | $264.6K | −$10.6K | Added$36.7K |
| Mendel Capital Management LLC | 27.2K | $257.4K | — | Held |
| NewEdge Advisors, LLC | 246K | $246K | −$2.19M | Cut−$2.33M |
| MML INVESTORS SERVICES, LLC | 24.3K | $229.7K | −$8.75K | Added$41.2K |
| JANE STREET GROUP, LLC | 24.3K | $229.2K | −$11.2K | Cut−$1.28M |
| CONNING INC. | 22.5K | $212.2K | −$10.3K | Cut−$10.3K |
| Steward Partners Investment Advisory, LLC | 21.8K | $205.7K | −$9.97K | Cut−$9.15K |
| FIRST MERCHANTS CORP | 21K | $198.4K | −$9.66K | Cut−$307K |
| IAMS WEALTH MANAGEMENT, LLC | 20K | $189K | −$9.2K | Cut−$9.2K |
| Private Advisor Group, LLC | 19.8K | $186.8K | −$9.09K | Cut−$9.09K |
| B. Riley Wealth Advisors, Inc. | 20.6K | $186.5K | −$17.1K | Cut−$16.2K |
| BOOTHBAY FUND MANAGEMENT, LLC | 19.6K | $185.6K | — | New |
| FIRST FOUNDATION ADVISORS | 18.6K | $175.9K | −$8.56K | Cut−$8.56K |
| NBC SECURITIES, INC. | 18.3K | $172.9K | −$7.96K | Added$1.49K |
| DUDLEY CAPITAL MANAGEMENT, LLC | 17.4K | $164.3K | −$8K | Cut−$8K |
| Concurrent Investment Advisors, LLC | 17.2K | $162.4K | −$7.9K | Cut−$7.91K |
| STEPHENS INC /AR/ | 17.2K | $162.1K | −$7.57K | Cut−$955 |
| WealthTrust Asset Management, LLC | 17K | $160.6K | — | New |
| OPPENHEIMER & CO INC | 16.9K | $160.2K | −$5.25K | Added$47.2K |
| Bison Wealth, LLC | 16.9K | $157.4K | $2.53K | Added$2.53K |
| Camelot Portfolios, LLC | 16.6K | $157.1K | −$7.65K | Cut−$16.8K |
| Pathstone Holdings, LLC | 16.5K | $155.6K | −$7.58K | Cut−$7.55K |
| Sandy Cove Advisors, LLC | 15.6K | $147.4K | −$7.18K | Cut−$7.18K |
| Moors & Cabot, Inc. | 15.3K | $145K | −$7.06K | Cut−$36.6K |
| Balyasny Asset Management L.P. | 15K | $142.1K | — | New |
| Cresset Asset Management, LLC | 14.4K | $136.1K | −$6.62K | Cut−$6.62K |
| HARBOUR INVESTMENTS, INC. | 14.3K | $135.4K | −$5.83K | Added$9.69K |
| Corient Private Wealth LLC | 14.3K | $135.1K | −$6.24K | Added$716 |
| Onyx Bridge Wealth Group LLC | 14.1K | $133.5K | −$6.28K | Cut−$1.72K |
| MERCER GLOBAL ADVISORS INC /ADV | 13.3K | $126K | — | New |
| ProVise Management Group, LLC | 13.1K | $123.4K | −$6.01K | Cut−$17.9K |
| HOLLENCREST CAPITAL MANAGEMENT | 12.8K | $120.6K | −$5.87K | Cut−$5.87K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 12.4K | $117.3K | −$5.71K | Cut−$5.71K |
| Cape Investment Advisory, Inc. | 12.2K | $115.2K | −$5.6K | Cut−$13.7K |
| DECISION INVESTMENTS, INC | 12.1K | $114.3K | −$5.57K | Cut−$6.56K |
| WealthTrust Axiom LLC | 11.8K | $111.5K | −$5.43K | Cut−$5.43K |
| Western Wealth Management, LLC | 11.2K | $105.5K | −$5.13K | Cut−$5.13K |
| EASTERN BANK | 11K | $104K | −$5.06K | Cut−$24.9K |
| XTX Topco Ltd | 10.9K | $103.1K | — | New |
| Ellis Investment Partners, LLC | 10.9K | $103K | −$4.67K | Added$2.27K |
| Garden State Investment Advisory Services LLC | 10.5K | $99.1K | — | New |
| Apollon Wealth Management, LLC | 10.3K | $96.9K | −$4.72K | Cut−$4.71K |
| Jackson Hole Capital Partners, LLC | 10.2K | $96.2K | −$4.68K | Cut−$4.68K |
| NOMURA HOLDINGS INC | 10K | $94.5K | — | New |
| MAI Capital Management | 8.1K | $76.5K | −$3.73K | Cut−$3.73K |
| SIT INVESTMENT ASSOCIATES INC | 7.87M | $74.4K | −$2.97K | Added$10.3K |
| Spire Wealth Management | 7.84K | $74.1K | −$3.61K | Cut−$3.61K |
| Sound Income Strategies, LLC | 7.27K | $68.3K | −$3.34K | Cut−$318 |
| BARRETT & COMPANY, INC. | 7K | $66.2K | −$3.22K | Cut−$3.22K |
| CITY HOLDING CO | 6K | $56.7K | −$2.76K | Cut−$2.76K |
| IFP Advisors, Inc | 5.81K | $54.9K | −$2.67K | Cut−$2.67K |
| Byrne Asset Management LLC | 4.75K | $44.9K | −$2.19K | Cut−$2.19K |
| Allworth Financial LP | 4.37K | $41.3K | −$2.01K | Cut−$1.92K |
| Marshall & Sterling Wealth Advisors Inc. | 3.4K | $32.1K | −$1.56K | Cut−$1.56K |
| JONES FINANCIAL COMPANIES LLLP | 3.54K | $31.9K | — | New |
| Farther Finance Advisors, LLC | 2.84K | $26.7K | −$912 | Added$8.96K |
| West Branch Capital LLC | 2.13K | $20.1K | −$965 | Cut−$672 |
| Axiom Investment Management LLC | 1.92K | $18.2K | — | Held |
| Crewe Advisors LLC | 1.79K | $16.9K | −$798 | Cut−$420 |
| EverSource Wealth Advisors, LLC | 1.5K | $14.2K | −$690 | Cut−$690 |
| Bogart Wealth, LLC | 1.5K | $14.2K | −$690 | Cut−$690 |
| Legacy Wealth Managment, LLC/ID | 1.17K | $11.1K | −$540 | Cut−$540 |
| HIGHLINE WEALTH PARTNERS LLC | 1K | $9.45K | −$460 | Cut−$460 |
| SHP Wealth Management | 1K | $9.45K | −$460 | Cut−$460 |
| CWM, LLC | 918 | $8.68K | $3.96K | Added$8.67K |
| Godfrey Financial Associates, Inc. | 833 | $7.87K | −$383 | Cut−$383 |
| Ares Financial Consulting, LLC | 586 | $5.51K | −$292 | Cut−$170 |
| Janney Montgomery Scott LLC | 520.8K | $4.92K | −$235 | Cut−$128 |
| Smartleaf Asset Management LLC | 500 | $4.54K | −$437 | Cut−$437 |
| PNC Financial Services Group, Inc. | 477 | $4.5K | −$219 | Cut−$219 |
| COHEN & STEERS, INC. | 375.5K | $3.55K | −$173 | Cut−$173 |
| Nova Wealth Management, Inc. | 304 | $2.87K | −$140 | Cut−$140 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 272 | $2.57K | −$126 | Cut−$7.95K |
| Thrivent Financial for Lutherans | 225.2K | $2.13K | −$97 | Added$44 |
| ASSETMARK, INC | 170 | $1.61K | −$78 | Cut−$9.79K |
| WEDBUSH SECURITIES INC | 93.6K | $885 | −$40 | Added$26 |
| Cambridge Investment Research Advisors, Inc. | 85.8K | $810 | −$39 | Cut−$53 |
| PIN OAK INVESTMENT ADVISORS INC | 62.2K | $588 | −$30 | Cut−$41 |
| Tower Research Capital LLC (TRC) | 1 | $9 | — | New |
| HORIZON BANCORP INC /IN/ | 42 | $0 | −$1 | Cut−$1 |
Who left
- Citadel$2.51M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2.04M
- READYSTATE ASSET MANAGEMENT LP$507.2K
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$409.8K
- Marex Group plc$174.5K
- Clearstead Advisors, LLC$160.1K
- KESTRA PRIVATE WEALTH SERVICES, LLC$151K
- Williams Jones Wealth Management, LLC.$133.5K
- Cornerstone Wealth Group, LLC$123.5K
- Arax Advisory Partners$38K
- Strategic Advocates LLC$31.3K
- Turim 21 Investimentos Ltda.$17.8K
- Geneos Wealth Management Inc.$6.39K
- Inlight Wealth Management, LLC$5.78K
- Parallel Advisors, LLC$4.04K
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.