MML Investors Services
EVV icon

MML Investors Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

MML Investors Services’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Buy
31,492
+7,183
+30% +$67.2K ﹤0.01% 2837
2026
Q1 		$230K Buy
24,309
+5,281
+28% +$51.5K ﹤0.01% 2742
2025
Q4 		$189K Buy
19,028
+95
+0.5% +$953 ﹤0.01% 2876
2025
Q3 		$192K Buy
18,933
+92
+0.5% +$938 ﹤0.01% 2768
2025
Q2 		$193K Sell
18,841
-1,108
-6% -$11K ﹤0.01% 2683
2025
Q1 		$199K Buy
19,949
+88
+0.4% +$891 ﹤0.01% 2558
2024
Q4 		$194K Sell
19,861
-15,404
-44% -$157K ﹤0.01% 2534
2024
Q3 		$371K Buy
35,265
+3,244
+10% +$32.6K ﹤0.01% 2035
2024
Q2 		$312K Sell
32,021
-831
-3% -$8.03K ﹤0.01% 2061
2024
Q1 		$320K Buy
32,852
+1,101
+3% +$10.8K ﹤0.01% 2063
2023
Q4 		$304K Buy
31,751
+1,753
+6% +$16K ﹤0.01% 2034
2023
Q3 		$271K Buy
29,998
+915
+3% +$8.51K ﹤0.01% 1984
2023
Q2 		$272K Buy
29,083
+1,791
+7% +$16.6K ﹤0.01% 1995
2023
Q1 		$269K Buy
27,292
+17
+0.1% +$171 ﹤0.01% 1740
2022
Q4 		$256K Sell
27,275
-14,990
-35% -$145K ﹤0.01% 1876
2022
Q3 		$389K Buy
+42,265
New +$442K ﹤0.01% 1551
2019
Q2 		– Sell
-11,488
Closed -$145K – 1617
2019
Q1 		$145K Sell
11,488
-763
-6% -$9.5K ﹤0.01% 1538
2018
Q4 		$146K Sell
12,251
-9,951
-45% -$121K ﹤0.01% 1429
2018
Q3 		$282K Buy
22,202
+895
+4% +$11.3K ﹤0.01% 1300
2018
Q2 		$268K Sell
21,307
-5,636
-21% -$72.3K 0.01% 1139
2018
Q1 		$351K Sell
26,943
-16,007
-37% -$212K 0.01% 1004
2017
Q4 		$586K Sell
42,950
-28,853
-40% -$397K 0.01% 761
2017
Q3 		$1.01M Buy
71,803
+21,796
+44% +$305K 0.02% 512
2017
Q2 		$705K Buy
50,007
+30,287
+154% +$423K 0.01% 641
2017
Q1 		$273K Buy
+19,720
New +$276K 0.01% 626

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MML Investors Services's EVV Position: Q2 2026 in Review

MML Investors Services increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 30% in Q2 2026, buying an estimated $67.2K and bringing the position to 31,492 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2837.

MML Investors Services first reported a position in EVV in Q1 2017 and has held it in 25 quarters since. The position peaked at $1.01M in Q3 2017. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • MML Investors Services held 31,492 shares of Eaton Vance Limited Duration Income Fund worth $295K as of Q2 2026.
  • MML Investors Services bought 7,183 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $67.2K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2837 holding.
  • MML Investors Services first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2017 and has held it in 25 quarters since.
  • MML Investors Services's Eaton Vance Limited Duration Income Fund position peaked at $1.01M in Q3 2017.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.