EATON VANCE LTD DURAT INC (XEVVX) Institutional Shareholders
EATON VANCE LTD DURAT INC (XEVVX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $292.07M in XEVVX holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of XEVVX tracked by InsiderSet, reporting ownership valued at approximately $92.80M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed XEVVX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ameriprise Financial Inc, Guggenheim Capital Llc, 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
137
Total Reported Value
$292.07M
Largest Holder
Morgan Stanley
Largest Position
$92.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
158
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% | 9,819,818 | $92,797,294 | — | — | — | |
| Ameriprise Financial Inc | 0.01% | 4,818,007 | $45,533,776 | — | — | — | |
| Guggenheim Capital Llc | 0.14% | 1,820,371 | $17,202,505 | — | — | — | |
| Invesco Ltd. | 0.00% | 1,677,489 | $15,852,271 | — | — | — | |
| Lpl Financial Llc | 0.00% | 1,098,486 | $10,380,696 | — | — | — | |
| Chicago Partners Investment Group Llc | 0.19% | 1,043,303 | $9,504,492 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 995,905 | $9,411,000 | — | — | — | |
| Cetera Investment Advisers | 0.01% | 933,420 | $8,820,821 | — | — | — | |
| Ubs Group Ag | 0.00% | 717,312 | $6,778,598 | — | — | — | |
| Capital Investment Advisors, Llc | 0.10% | 629,405 | $5,947,877 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 591,129 | $5,586,169 | — | — | — | |
| Oak Hill Advisors Lp | 0.42% | 390,403 | $3,689,308 | — | — | — | |
| Cyndeo Wealth Partners, Llc | 0.17% | 391,237 | $3,665,891 | — | — | — | |
| Kanen Wealth Management Llc | 1.29% | 379,816 | $3,589,261 | — | — | — | |
| Osaic Holdings, Inc. | 0.01% | 372,839 | $3,523,426 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 364,047 | $3,440,246 | — | — | — | |
| Kestra Advisory Services, Llc | 0.01% | 329,156 | $3,084,196 | — | — | — | |
| Stifel Financial Corp | 0.00% | 323,057 | $3,052,888 | — | — | — | |
| Bank Of America Corp | 0.00% | 266,324 | $2,516,762 | — | — | — | |
| Shaker Financial Services, Llc | 0.68% | 232,722 | $2,180,606 | — | — | — | |
| Creative Planning | 0.00% | 228,598 | $2,160,251 | — | — | — | |
| Summit Financial, Llc | 0.03% | 208,208 | $1,967,566 | — | — | — | |
| Baird Financial Group, Inc. | 0.00% | 203,074 | $1,919,049 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 202,962 | $1,901,754 | — | — | — | |
| Ethos Financial Group, Llc | 0.12% | 172,441 | $1,708,890 | — | — | — | |
| Wolverine Asset Management Llc | 0.02% | 147,296 | $1,391,947 | — | — | — | |
| Aviance Capital Partners, Llc | 0.14% | 139,597 | $1,308,023 | — | — | — | |
| Clear Creek Financial Management, Llc | 0.08% | 139,244 | $1,304,717 | — | — | — | |
| Corecap Advisors, Llc | 0.03% | 114,835 | $1,076,004 | — | — | — | |
| Kennedy Investment Group, Inc. | 0.35% | 111,452 | $1,044,303 | — | — | — | |
| Melfa Wealth Management, Inc. | 0.50% | 99,596 | $933,212 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.00% | 93,930 | $887,644 | — | — | — | |
| Focus Partners Wealth | 0.00% | 83,046 | $784,786 | — | — | — | |
| Independent Financial Group, Llc | 0.01% | 81,289 | $761,678 | — | — | — | |
| Nwf Advisory Services Inc. | 0.06% | 71,650 | $671,361 | — | — | — | |
| Lido Advisors, Llc | 0.00% | 68,626 | $648,527 | — | — | — | |
| Flagship Harbor Advisors, Llc | 0.02% | 62,668 | $587,198 | — | — | — | |
| Benjamin Edwards Inc | 0.01% | 59,173 | $554,495 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 55,769 | $520,325 | — | — | — | |
| Susquehanna International Group, Llp | 0.00% | 53,765 | $508,079 | — | — | — | |
| Merit Financial Group, Llc | 0.00% | 51,630 | $483,769 | — | — | — | |
| Pointe Capital Management Llc | 0.23% | 48,127 | $454,800 | — | — | — | |
| Future Financial Wealth Managment Llc | 0.24% | 42,340 | $385,717 | — | — | — | |
| Advisory Services Network, Llc | 0.01% | 40,764 | $385,220 | — | — | — | |
| Rock Point Advisors, Llc | 0.10% | 38,749 | $366,178 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 38,739 | $362,980 | — | — | — | |
| Fortitude Advisory Group L.L.C. | 0.13% | 36,756 | $344,400 | — | — | — | |
| Wealth Effects Llc | 0.12% | 36,095 | $341,098 | — | — | — | |
| Mallini Complete Financial Planning Llc | 0.23% | 34,773 | $325,824 | — | — | — | |
| Cura Wealth Advisors, Llc | 0.15% | 34,400 | $325,078 | — | — | — |
Frequently asked questions about XEVVX
Who owns the most XEVVX stock?
The largest holders of XEVVX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE LTD DURAT INC (XEVVX).
Is XEVVX widely held by superinvestors?
Many widely followed stocks like XEVVX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XEVVX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.