XEVVX Institutional Ownership & Shareholders
EATON VANCE LTD DURAT INC (XEVVX) is currently held by 138 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $392.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of XEVVX tracked by InsiderSet, reporting ownership valued at approximately $94.64M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed XEVVX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Sit Investment Associates Inc, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in EATON VANCE LTD DURAT INC (XEVVX).
This page ranks the largest institutional XEVVX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
138
Total Reported Value
$392.82M
Largest Holder
Morgan Stanley
Largest Position
$94.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 10,100,522 | $94,641,900 | — | — | — | |
| Sit Investment Associates Inc | 1.42% | 8,006,717 | $75,023,000 | — | — | — | |
| Ameriprise Financial Inc | 0.01% | 5,077,382 | $47,681,303 | — | — | — | |
| Guggenheim Capital Llc | 0.11% | 1,771,126 | $16,595,451 | — | — | — | |
| Invesco Ltd. | 0.00% | 1,683,320 | $15,772,708 | — | — | — | |
| Lpl Financial Llc | 0.00% | 1,218,648 | $11,418,734 | — | — | — | |
| Cetera Investment Advisers | 0.01% | 983,948 | $9,219,600 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 935,817 | $8,769,000 | — | — | — | |
| Chicago Partners Investment Group Llc | 0.16% | 1,014,383 | $8,510,676 | — | — | — | |
| Ubs Group Ag | 0.00% | 725,540 | $6,798,310 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 630,916 | $5,911,683 | — | — | — | |
| Janney Montgomery Scott Llc | 0.01% | 600,267 | $5,625,000 | — | — | — | |
| Focus Partners Wealth | 0.01% | 594,778 | $5,573,080 | — | — | — | |
| Capital Investment Advisors, Llc | 0.06% | 524,309 | $4,430,410 | — | — | — | |
| Kanen Wealth Management Llc | 1.06% | 465,077 | $4,355,272 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 419,238 | $3,928,261 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 409,060 | $3,833,010 | — | — | — | |
| Oak Hill Advisors Lp | 0.52% | 390,403 | $3,658,076 | — | — | — | |
| Cohen & Steers, Inc. | 0.01% | 375,463 | $3,518,000 | — | — | — | |
| Cyndeo Wealth Partners, Llc | 0.16% | 410,237 | $3,466,503 | — | — | — | |
| Stifel Financial Corp | 0.00% | 354,382 | $3,320,558 | — | — | — | |
| Advisors Asset Management, Inc. | 0.04% | 228,486 | $2,993,167 | — | — | — | |
| Kestra Advisory Services, Llc | 0.01% | 352,631 | $2,979,729 | — | — | — | |
| Wolverine Asset Management Llc | 0.02% | 297,321 | $2,512,362 | — | — | — | |
| Bank Of America Corp | 0.00% | 256,234 | $2,400,909 | — | — | — | |
| Newedge Advisors, Llc | 0.01% | 251,894 | $2,360,248 | — | — | — | |
| Baird Financial Group, Inc. | 0.00% | 226,485 | $2,122,164 | — | — | — | |
| Thrivent Financial For Lutherans | 0.00% | 225,187 | $2,110,000 | — | — | — | |
| Summit Financial, Llc | 0.02% | 218,078 | $2,043,388 | — | — | — | |
| Shaker Financial Services, Llc | 0.64% | 228,542 | $1,931,180 | — | — | — | |
| Creative Planning | 0.00% | 225,206 | $1,902,992 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 189,845 | $1,604,190 | — | — | — | |
| Ethos Financial Group, Llc | 0.10% | 165,093 | $1,546,921 | — | — | — | |
| Aviance Capital Partners, Llc | 0.12% | 137,518 | $1,162,024 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 111,947 | $1,048,944 | — | — | — | |
| Corecap Advisors, Llc | 0.03% | 114,705 | $969,257 | — | — | — | |
| Melfa Wealth Management, Inc. | 0.50% | 99,596 | $933,212 | — | — | — | |
| Kennedy Investment Group, Inc. | 0.30% | 109,343 | $923,952 | — | — | — | |
| Lido Advisors, Llc | 0.00% | 93,644 | $877,448 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.00% | 92,110 | $863,073 | — | — | — | |
| Independent Financial Group, Llc | 0.01% | 79,139 | $668,724 | — | — | — | |
| Susquehanna International Group, Llp | 0.00% | 70,602 | $661,541 | — | — | — | |
| Imc-Chicago, Llc | 0.01% | 68,616 | $642,932 | — | — | — | |
| Xtx Topco Ltd | 0.01% | 67,276 | $630,376 | — | — | — | |
| Marex Group Plc | 0.00% | 59,440 | $556,953 | — | — | — | |
| Benjamin Edwards Inc | 0.01% | 59,173 | $554,495 | — | — | — | |
| Nwf Advisory Services Inc. | 0.05% | 64,250 | $542,913 | — | — | — | |
| Flagship Harbor Advisors, Llc | 0.02% | 63,804 | $539,145 | — | — | — | |
| Merit Financial Group, Llc | 0.00% | 51,630 | $483,769 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 55,336 | $465,929 | — | — | — |
Frequently asked questions about XEVVX
Who are the largest institutional holders of XEVVX?
The largest institutional holders of XEVVX reported in the latest SEC Form 13F filings include Morgan Stanley, Sit Investment Associates Inc, Ameriprise Financial Inc, Guggenheim Capital Llc, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported XEVVX position.
What is XEVVX institutional ownership?
This page tracks XEVVX positions reported by institutional investment managers through SEC Form 13F. EATON VANCE LTD DURAT INC (XEVVX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XEVVX?
InsiderSet currently tracks 138 institutional managers reporting XEVVX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XEVVX shareholders.
How much XEVVX stock do institutions own?
Institutional investment managers disclosed approximately $392.82M in XEVVX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XEVVX institutional ownership last updated?
The latest XEVVX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XEVVX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XEVVX position after the reporting date.
Are institutions buying or selling XEVVX?
Institutional buying and selling can be analyzed by comparing XEVVX positions across consecutive 13F reporting periods. InsiderSet's XEVVX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XEVVX ownership changes.
How has XEVVX institutional ownership changed over time?
InsiderSet tracks XEVVX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.