Eaton Vance Ltd. DuratXEVVX
13F holders, Q1 2025 (March 31)151holders −15
8new positions
20sold out
$9.98avg. 13F price*
At the end of Q1 2025, 151 institutions reported holding Eaton Vance Ltd. Durat Inc. (XEVVX) in their 13F filings, down 15 from Q4 2024. 8 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($97.5M), Sit Investment Associates Inc. ($51.6M) and Ameriprise Financial Inc. ($36.0M).
- Company
- Eaton Vance Ltd. Durat Inc.
- CUSIP
- 27828H105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.7M |
| Exits | 20 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,606,272 shares bought and 1,026,075 shares sold, net +580,197 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| Morgan Stanley | 0.01% | Reduce -2.0% | 9,770,117 | $97.5M |
| Sit Investment Associates Inc. | 1.21% | Add +0.3% | 5,165,483 | $51.6M |
| Ameriprise Financial Inc. | 0.01% | Add +9.5% | 3,609,310 | $36.0M |
| Guggenheim Capital LLC | 0.13% | Add +8.7% | 1,427,138 | $14.2M |
| Invesco Ltd. | 0.00% | Add +3.2% | 1,385,134 | $13.8M |
| LPL Financial LLC | 0.01% | Add +12.4% | 1,315,745 | $13.1M |
| Chicago Partners Investment Group LLC | 0.32% | Add +6.8% | 984,289 | $9.8M |
| Capital Investment Advisors, LLC | 0.18% | Add +2.7% | 924,034 | $9.2M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 915,612 | $9.1M |
| UBS Group AG | 0.00% | Add +6.0% | 698,422 | $7.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.9% | 613,759 | $6.1M |
| Cetera Investment Advisers | 0.01% | Add +3.7% | 597,625 | $6.0M |
| Cyndeo Wealth Partners, LLC | 0.37% | Reduce -15.2% | 570,944 | $5.7M |
| Kennedy Investment Group, Inc. | 2.64% | Reduce -6.4% | 570,657 | $5.7M |
| Penserra Capital Management LLC | 0.09% | Add +2.5% | 514,494 | $5.1M |
| Cura Wealth Advisors, LLC | 1.84% | Reduce -26.4% | 456,009 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.2% | 419,826 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +13.8% | 413,533 | $4.1M |
| Oak Hill Advisors LP | 1.03% | No change | 403,604 | $4.0M |
| Cohen & Steers, Inc. | 0.01% | No change | 375,463 | $3.7M |
| Kanen Wealth Management LLC | 1.48% | Add +60.2% | 367,219 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +9.5% | 312,821 | $3.1M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 276,794 | $2.8M |
| Creative Planning | 0.00% | Reduce -0.7% | 275,976 | $2.8M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -34.9% | 257,896 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | No change | 219,156 | $2.2M |
| Fiera Capital Corp | 0.01% | No change | 214,817 | $2.1M |
| Shaker Financial Services, LLC | 0.76% | Add +5.6% | 195,810 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 180,739 | $1.8M |
| Ethos Financial Group, LLC | 0.16% | New | 170,903 | $1.7M |
| CoreCap Advisors, LLC | 0.07% | Reduce -10.1% | 163,465 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +0.9% | 148,864 | $1.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.39% | Add +19.8% | 146,719 | $1.5M |
| Aviance Capital Partners, LLC | 0.19% | Add +1.3% | 134,664 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.7% | 131,178 | $1.3M |
| Clear Creek Financial Management, LLC | 0.13% | Add +2.9% | 128,589 | $1.3M |
| Camelot Portfolios, LLC | 0.67% | Add +27.8% | 108,291 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +0.7% | 107,240 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -9.6% | 107,011 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.0% | 102,945 | $1.0M |
| NWF Advisory Services Inc. | 0.14% | New | 102,750 | $1.0M |
| Melfa Wealth Management, Inc. | 0.67% | Reduce -0.1% | 100,128 | $999K |
| Summit Financial, LLC | 0.03% | Add +14.6% | 94,116 | $939K |
| Wedbush Securities Inc. | 0.03% | Add +0.8% | 79,315 | $792K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -3.3% | 71,061 | $709K |
| Merit Financial Group, LLC | 0.01% | Add +0.9% | 59,611 | $595K |
| Independent Financial Group, LLC | 0.02% | Add +0.4% | 59,566 | $594K |
| Selway Asset Management | 0.24% | Reduce -2.4% | 59,404 | $593K |
| Readystate Asset Management LP | 0.05% | Add +326.0% | 56,593 | $565K |
| Pin Oak Investment Advisors Inc. | 0.43% | Reduce -14.1% | 56,433 | $560K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.7% | 48,926 | $488K |
| Future Financial Wealth Managment LLC | 0.35% | Add +1.9% | 47,837 | $477K |
| Wela Strategies, Inc. | 0.20% | New | 46,643 | $465K |
| Comerica Bank | 0.00% | Reduce -2.8% | 46,475 | $464K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -24.5% | 44,035 | $439K |
| Advisory Services Network, LLC | 0.01% | No change | 41,574 | $415K |
| Private Advisor Group, LLC | 0.00% | No change | 40,684 | $406K |
| Envestnet Asset Management Inc. | 0.00% | Add +32.1% | 40,490 | $404K |
| Rock Point Advisors, LLC | 0.12% | Reduce -3.1% | 39,499 | $394K |
| Apriem Advisors | 0.04% | Add +18.2% | 37,885 | $378K |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.6% | 37,166 | $371K |
| Obsidian Cio, LLC | 0.06% | Add +56.4% | 36,672 | $366K |
| Jane Street Group, LLC | 0.00% | Add +92.9% | 35,811 | $357K |
| AlphaCore Capital LLC | 0.03% | Add +3.6% | 34,721 | $347K |
| Fortitude Advisory Group L.L.C. | 0.24% | Add +3.1% | 34,824 | $334K |
| Mendel Capital Management LLC | 0.20% | No change | 33,150 | $331K |
| Quad-Cities Investment Group, LLC | 0.16% | Add +19.6% | 32,512 | $324K |
| Mallini Complete Financial Planning LLC | 0.30% | Add +4.5% | 28,693 | $286K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -27.0% | 26,813 | $268K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -19.5% | 26,706 | $267K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.9% | 24,615 | $246K |
| StoneX Group Inc. | 0.01% | Add +0.1% | 24,515 | $245K |
| Riverbridge Partners LLC | 0.00% | Add +13.9% | 23,913 | $239K |
| Pointe Capital Management LLC | 0.13% | Add +0.4% | 23,045 | $230K |
| Conning Inc. | 0.01% | No change | 22,455 | $224K |
| Moors & Cabot, Inc. | 0.01% | Reduce -2.1% | 22,313 | $223K |
| Sowell Financial Services LLC | 0.01% | Add +0.1% | 21,851 | $218K |
| Corient Private Wealth LP | 0.00% | Add +4.1% | 21,501 | $215K |
| PFG Investments, LLC | 0.01% | Add +1.2% | 21,498 | $215K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 21,492 | $214K |
| Iams Wealth Management, LLC | 0.09% | No change | 20,000 | $200K |
| Ashton Thomas Securities, LLC | 0.06% | No change | 20,000 | $200K |
| Neuberger Berman Group LLC | 0.00% | No change | 20,000 | $200K |
| MML Investors Services, LLC | 0.00% | Add +0.4% | 19,949 | $199K |
| Lido Advisors, LLC | 0.00% | No change | 19,837 | $198K |
| CW Advisors, LLC | 0.00% | Reduce -56.8% | 19,770 | $197K |
| First Foundation Advisors | 0.01% | No change | 18,611 | $186K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -30.6% | 18,600 | $186K |
| Stonegate Investment Group, LLC | 0.01% | No change | 18,552 | $185K |
| Dudley Capital Management, LLC | 0.10% | No change | 18,133 | $181K |
| Lanark Financial, Inc. | 0.01% | — | 17,300 | $172K |
| ProVise Management Group, LLC | 0.01% | Reduce -2.1% | 16,733 | $167K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.1% | 16,644 | $166K |
| Pathstone Holdings, LLC | 0.00% | Reduce -16.4% | 16,457 | $164K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 15,668 | $156K |
| Sandy Cove Advisors, LLC | 0.06% | Reduce -0.9% | 15,600 | $156K |
| Onyx Bridge Wealth Group LLC | 0.02% | Add +1.6% | 15,162 | $151K |
| HRT Financial LP | 0.00% | Reduce -25.5% | 14,966 | $149K |
| Cresset Asset Management, LLC | 0.00% | No change | 14,400 | $144K |
| Garden State Investment Advisory Services LLC | 0.04% | Reduce -16.3% | 13,435 | $134K |
| WealthTrust Axiom LLC | 0.04% | Reduce -10.1% | 13,300 | $133K |
| Bison Wealth, LLC | 0.01% | Add +8.2% | 13,146 | $131K |
| Clay Northam Wealth Management, LLC | 0.09% | No change | 13,014 | $130K |
| Hollencrest Capital Management | 0.01% | No change | 12,760 | $127K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.4% | 12,688 | $127K |
| Ground Swell Capital, LLC | 0.29% | New | 12,488 | $125K |
| Cornerstone Wealth Group, LLC | 0.01% | No change | 12,460 | $124K |
| Cahill Financial Advisors Inc. | 0.02% | Reduce -24.8% | 12,389 | $124K |
| Sigma Planning Corp | 0.00% | Reduce -0.6% | 12,211 | $122K |
| Equitable Holdings, Inc. | 0.00% | New | 12,100 | $121K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 11,912 | $119K |
| Focus Partners Wealth | 0.00% | Add +2.2% | 11,342 | $113K |
| Eastern Bank | 0.00% | No change | 11,000 | $110K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -7.3% | 10,969 | $109K |
| Ellis Investment Partners, LLC | 0.02% | Add +2.2% | 10,558 | $105K |
| Integrity Alliance, Llc. | 0.00% | New | 10,326 | $103K |
| Stephens Inc. | 0.00% | Reduce -1.2% | 10,267 | $102K |
| Apollon Wealth Management, LLC | 0.00% | No change | 10,250 | $102K |
| Gilbert & Cook, Inc. | 0.01% | No change | 10,017 | $100K |
| Barrett & Company, Inc. | 0.04% | No change | 8,952 | $89K |
| Elequin Capital, LP | 0.02% | Reduce -65.2% | 8,586 | $86K |
| Spire Wealth Management | 0.00% | Add +0.8% | 7,838 | $78K |
| Cape Investment Advisory, Inc. | 0.03% | Add +92.1% | 7,093 | $71K |
| MAI Capital Management | 0.00% | No change | 7,000 | $70K |
| Sound Income Strategies, LLC | 0.00% | Add +2.2% | 6,542 | $65K |
| IFP Advisors, Inc | 0.00% | Add +70.8% | 5,814 | $58K |
| Byrne Asset Management LLC | 0.04% | No change | 4,750 | $47K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 4,105 | $41K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 3,400 | $34K |
| Allworth Financial LP | 0.00% | Reduce -0.6% | 2,942 | $29K |
| Slocum, Gordon & Co LLP | 0.02% | No change | 2,195 | $22K |
| West Branch Capital LLC | 0.01% | No change | 2,082 | $21K |
| Concord Wealth Partners | 0.00% | Add +2.2% | 1,928 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,000 | $19K |
| Crewe Advisors LLC | 0.00% | Add +2.4% | 1,636 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,500 | $15K |
| Bogart Wealth, LLC | 0.00% | No change | 1,500 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.3% | 1,492 | $15K |
| Kentucky Trust Co | 0.01% | No change | 998 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 645 | $6K |
| Inlight Wealth Management, LLC | 0.00% | New | 583 | $6K |
| Gen-Wealth Partners Inc | 0.00% | No change | 500 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 477 | $5K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.3% | 378 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 266 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 255 | $3K |
| Cwm, LLC | 0.00% | No change | 193 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 124 | $1K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -12.0% | 66 | $659 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -36.4% | 7 | $70 |
| Horizon Bancorp Inc. | 0.00% | No change | 42 | $0 |
"% of holder's portfolio" is XEVVX's weight in each manager's 13F, not the share of Eaton Vance Ltd. Durat Inc. the manager owns.