Filing Research | EATON VANCE LTD DURATION INC Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	Cyndeo Wealth Partners, LLC	Shares	391.2KSH	$3.7M
2	Shaker Financial Services, LLC	Shares	232.7KSH	$2.2M
3	CoreCap Advisors, LLC	Shares	114.8KSH	$1.1M
4	MELFA WEALTH MANAGEMENT, INC.	Shares	99.6KSH	$933.2K
5	INDEPENDENT FINANCIAL GROUP, LLC	Shares	81.3KSH	$761.7K
6	FLAGSHIP HARBOR ADVISORS, LLC	Shares	62.7KSH	$587.2K
7	BENJAMIN EDWARDS INC	Shares	59.2KSH	$554.5K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	55.8KSH	$520.3K
9	Merit Financial Group, LLC	Shares	51.6KSH	$483.8K
10	Future Financial Wealth Managment LLC	Shares	42.3KSH	$385.7K
11	Fortitude Advisory Group L.L.C.	Shares	36.8KSH	$344.4K
12	Mallini Complete Financial Planning LLC	Shares	34.8KSH	$325.8K
13	PFG Investments, LLC	Shares	31.0KSH	$290.8K
14	Mendel Capital Management LLC	Shares	27.2KSH	$255.3K
15	Quad-Cities Investment Group, LLC	Shares	22.5KSH	$211.0K
16	FIRST MERCHANTS CORP	Shares	21.0KSH	$196.8K
17	IAMS WEALTH MANAGEMENT, LLC	Shares	20.0KSH	$187.4K
18	LANARK FINANCIAL, INC.	Shares	18.3KSH	$171.5K
19	Bison Wealth, LLC	Shares	16.9KSH	$158.7K
20	B. Riley Wealth Advisors, Inc.	Shares	16.6KSH	$155.5K
21	Camelot Portfolios, LLC	Shares	16.6KSH	$155.3K
22	Sandy Cove Advisors, LLC	Shares	15.6KSH	$146.2K
23	Onyx Bridge Wealth Group LLC	Shares	14.4KSH	$134.6K
24	Cape Investment Advisory, Inc.	Shares	13.3KSH	$125.0K
25	Prospera Financial Services Inc	Shares	13.1KSH	$123.0K
26	DECISION INVESTMENTS, INC	Shares	12.1KSH	$113.4K
27	EASTERN BANK	Shares	11.0KSH	$103.1K
28	Apollon Wealth Management, LLC	Shares	10.4KSH	$97.8K
29	Spire Wealth Management	Shares	7.8KSH	$73.4K
30	BARRETT & COMPANY, INC.	Shares	7.0KSH	$65.6K
31	CITY HOLDING CO	Shares	6.0KSH	$56.2K
32	IFP Advisors, Inc	Shares	5.8KSH	$54.5K
33	Byrne Asset Management LLC	Shares	4.8KSH	$44.5K
34	Marshall & Sterling Wealth Advisors Inc.	Shares	3.4KSH	$31.9K
35	Farther Finance Advisors, LLC	Shares	2.6KSH	$24.1K
36	West Branch Capital LLC	Shares	2.1KSH	$19.9K
37	Crewe Advisors LLC	Shares	1.8KSH	$17.2K
38	Bogart Wealth, LLC	Shares	1.5KSH	$14.1K
39	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$14.1K
40	LifeSteps Financial, Inc.	Shares	1.4KSH	$13.1K
41	HIGHLINE WEALTH PARTNERS LLC	Shares	1.0KSH	$9.4K
42	Ares Financial Consulting, LLC	Shares	599SH	$5.6K
43	Nova Wealth Management, Inc.	Shares	304SH	$2.8K
44	JFS WEALTH ADVISORS, LLC	Shares	96SH	$900
45	CX Institutional	Shares	175SH	$2

Manager changes2026-06-30 vs 2026-03-31

46 / 46 loaded

#		Instrument
1	Prospera Financial Services Inc new	Shares	+13.1K	+$123.0K	$123.0K
2	Fortitude Advisory Group L.L.C. added	Shares	+1.9K	+$15.3K	$344.4K
3	LifeSteps Financial, Inc. new	Shares	+1.4K	+$13.1K	$13.1K
4	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+2.0K	+$12.4K	$761.7K
5	Cape Investment Advisory, Inc. added	Shares	+1.2K	+$9.8K	$125.0K
6	Bison Wealth, LLC unchanged	Shares	0	+$1.3K	$158.7K
7	Onyx Bridge Wealth Group LLC added	Shares	+233	+$1.1K	$134.6K
8	Apollon Wealth Management, LLC added	Shares	+185	+$913	$97.8K
9	JFS WEALTH ADVISORS, LLC new	Shares	+96	+$900	$900
10	Mallini Complete Financial Planning LLC added	Shares	+358	+$600	$325.8K
11	Crewe Advisors LLC added	Shares	+47	+$296	$17.2K
12	Ares Financial Consulting, LLC added	Shares	+13	+$108	$5.6K
13	CX Institutional new	Shares	+175	+$2	$2
14	Nova Wealth Management, Inc. unchanged	Shares	0	-$25	$2.8K
15	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$80	$9.4K
16	Bogart Wealth, LLC unchanged	Shares	0	-$120	$14.1K
17	EverSource Wealth Advisors, LLC unchanged	Shares	0	-$120	$14.1K
18	West Branch Capital LLC unchanged	Shares	0	-$170	$19.9K
19	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	-$272	$31.9K
20	Byrne Asset Management LLC unchanged	Shares	0	-$380	$44.5K
21	IFP Advisors, Inc unchanged	Shares	0	-$465	$54.5K
22	CITY HOLDING CO unchanged	Shares	0	-$480	$56.2K
23	BARRETT & COMPANY, INC. unchanged	Shares	0	-$560	$65.6K
24	Spire Wealth Management unchanged	Shares	0	-$627	$73.4K
25	EASTERN BANK unchanged	Shares	0	-$880	$103.1K
26	DECISION INVESTMENTS, INC unchanged	Shares	0	-$968	$113.4K
27	Sandy Cove Advisors, LLC unchanged	Shares	0	-$1.2K	$146.2K
28	LANARK FINANCIAL, INC. unchanged	Shares	0	-$1.5K	$171.5K
29	IAMS WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$1.6K	$187.4K
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC unchanged	Shares	0	-$1.7K	$520.3K
31	FIRST MERCHANTS CORP unchanged	Shares	0	-$1.7K	$196.8K
32	Camelot Portfolios, LLC trimmed	Shares	-45	-$1.8K	$155.3K
33	Mendel Capital Management LLC unchanged	Shares	0	-$2.2K	$255.3K
34	Farther Finance Advisors, LLC trimmed	Shares	-266	-$2.6K	$24.1K
35	PFG Investments, LLC trimmed	Shares	-556	-$7.7K	$290.8K
36	MELFA WEALTH MANAGEMENT, INC. trimmed	Shares	-10	-$8.1K	$933.2K
37	BENJAMIN EDWARDS INC trimmed	Shares	-2.1K	-$24.3K	$554.5K
38	B. Riley Wealth Advisors, Inc. trimmed	Shares	-3.9K	-$31.1K	$155.5K
39	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-3.9K	-$41.5K	$587.2K
40	Merit Financial Group, LLC trimmed	Shares	-6.2K	-$63.0K	$483.8K
41	Quad-Cities Investment Group, LLC trimmed	Shares	-7.0K	-$67.7K	$211.0K
42	Sound Income Strategies, LLC exited	Shares	-7.3K	-$68.3K	$0
43	Future Financial Wealth Managment LLC trimmed	Shares	-5.8K	-$71.3K	$385.7K
44	CoreCap Advisors, LLC trimmed	Shares	-6.8K	-$73.6K	$1.1M
45	Cyndeo Wealth Partners, LLC trimmed	Shares	-10.0K	-$125.8K	$3.7M
46	Shaker Financial Services, LLC trimmed	Shares	-56.7K	-$554.0K	$2.2M