As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Eaton Vance Ltd Duration Income Fund. The largest reported stake is Sit Investment Associates Inc's, at 7.7%. 7 filings are on record since July 7, 2025 (Schedule 13G/A, October 1, 2026).
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Key facts
- · Reporting person: Sit Investment Associates Inc · Shared voting: 8,935,779 · Shared dispositive: 8,935,779 · SCHEDULE 13G/A, 2026-10-01
- · Holder: Sit Investment Associates Inc · Percent: 7.7% · SCHEDULE 13D/A
- · Reporting person: Morgan Stanley · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-08
- · Holder: Ubs Ag · Percent: 0% · Shares: 0 · SCHEDULE 13G/A
- · Holder: Sit Investment Associates, Inc. · Percent: 6.6% · SCHEDULE 13D/A
Eaton Vance Ltd Duration Income Fund has 7 Schedule 13D or 13G filings on record since 2025-07-07. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Sit Investment Associates Inc | 7.7% | 8,935,779 | SCHEDULE 13G/A, 2026-10-01 | 2026-09-29 |
| Ubs Ag | 0% | 0 | SCHEDULE 13G/A, 2026-05-29 | 2026-05-29 |
| 0% | 0 | SCHEDULE 13G/A, 2026-07-08 | 2026-06-30 |
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More on Eaton Vance Ltd Duration Income Fund and the records around it.
Eaton Vance Ltd Duration Income Fund elsewhere on the record
Companies that share a holder
- Sit Investment Associates, Inc. also filed stake reports on 67 other companies: TCW STRATEGIC INCOME FUND INC (Nov 2026), Western Asset Premier Bond Fund (Nov 2026), Blackstone Long-Short Credit Income Fund (Oct 2026)
- MORGAN STANLEY also filed stake reports on 182 other companies: MDA Space Ltd. (Nov 2026), RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. (Oct 2026), Arbutus Biopharma Corp (Oct 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | — | 8,935,779 | — | 8,935,779 | SCHEDULE 13G/A, 2026-10-01 |
| Sit Fixed Income Advisors II, LLC | — | 8,935,779 | — | 8,935,779 | SCHEDULE 13G/A, 2026-10-01 |
| Ubs Ag | 0 | — | 0 | — | SCHEDULE 13G/A, 2026-05-29 |
| Morgan Stanley | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-07-08 |
| Morgan Stanley & Co. LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-07-08 |
The latest filing identifies Eaton Vance Ltd Duration Income Fund by CUSIP 27828H105 and gives its principal executive office as ONE POST OFFICE SQUARE, BOSTON, MA 02109 (SCHEDULE 13G/A, 2026-10-01).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-07 | Sit Investment Associates, Inc. | 5.1% | SCHEDULE 13G |
| 2025-10-20 | Sit Investment Associates, Inc. | 5.6% | SCHEDULE 13D |
| 2026-03-10 | Sit Investment Associates, Inc. | 6.6% | SCHEDULE 13D/A |
| 2026-05-29 | Ubs Ag | 0% | SCHEDULE 13G/A |
| 2026-07-08 | Morgan Stanley | 0% | SCHEDULE 13G/A |
| 2026-09-29 | Sit Investment Associates Inc | 7.7% | SCHEDULE 13D/A |
| 2026-10-01 | Sit Investment Associates Inc | 7.7% | SCHEDULE 13G/A |
Questions about who owns Eaton Vance Ltd Duration Income Fund
Who owns Eaton Vance Ltd Duration Income Fund?
On this page, one holder's latest ownership filing reports 5% or more of Eaton Vance Ltd Duration Income Fund: Sit Investment Associates Inc (7.7%, Schedule 13G/A, filed 2026-10-01).
When did Sit Investment Associates Inc buy into Eaton Vance Ltd Duration Income Fund?
The filings give report dates, not purchase dates. The earliest filing from Sit Investment Associates Inc on this page is the Schedule 13D/A, filed 2026-09-29, reporting 7.7%; its latest, Schedule 13G/A filed 2026-10-01, reports 7.7%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 7 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.