Eaton Vance Ltd. DuratXEVVX
13F holders, Q2 2025 (June 30)146holders −5
8new positions
16sold out
1famous investor
$10.28avg. 13F price*
At the end of Q2 2025, 146 institutions reported holding Eaton Vance Ltd. Durat Inc. (XEVVX) in their 13F filings, down 5 from Q1 2025. 8 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($101.5M), Sit Investment Associates Inc. ($61.2M) and Ameriprise Financial Inc. ($41.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eaton Vance Ltd. Durat Inc.
- CUSIP
- 27828H105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.5M |
| Exits | 16 | $1.9M |
All 13F filers, Q1 2025 → Q2 2025: 2,048,466 shares bought and 1,260,902 shares sold, net +787,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| Morgan Stanley | 0.01% | Add +1.3% | 9,892,816 | $101.5M |
| Sit Investment Associates Inc. | 1.31% | Add +15.4% | 5,962,489 | $61.2M |
| Ameriprise Financial Inc. | 0.01% | Add +11.0% | 4,005,680 | $41.1M |
| Guggenheim Capital LLC | 0.13% | Add +12.0% | 1,598,064 | $16.4M |
| Invesco Ltd. | 0.00% | Reduce -0.1% | 1,383,570 | $14.2M |
| LPL Financial LLC | 0.00% | Reduce -17.9% | 1,079,648 | $11.1M |
| Chicago Partners Investment Group LLC | 0.30% | Add +4.7% | 1,030,744 | $10.4M |
| Capital Investment Advisors, LLC | 0.18% | Reduce -4.5% | 882,054 | $9.9M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 917,343 | $9.4M |
| UBS Group AG | 0.00% | Reduce -1.9% | 685,300 | $7.0M |
| Cetera Investment Advisers | 0.01% | Add +5.0% | 627,418 | $6.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.1% | 582,256 | $6.0M |
| Penserra Capital Management LLC | 0.08% | Add +3.0% | 530,154 | $5.4M |
| Cyndeo Wealth Partners, LLC | 0.28% | Reduce -20.7% | 452,912 | $4.6M |
| Cura Wealth Advisors, LLC | 2.09% | Reduce -4.1% | 437,462 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +2.2% | 422,747 | $4.3M |
| Kanen Wealth Management LLC | 1.58% | Add +9.3% | 401,569 | $4.1M |
| Oak Hill Advisors LP | 1.01% | Reduce -3.3% | 390,403 | $4.0M |
| Cohen & Steers, Inc. | 0.01% | No change | 375,463 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.8% | 366,268 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +6.5% | 333,034 | $3.4M |
| Kennedy Investment Group, Inc. | 1.39% | Reduce -44.0% | 319,410 | $3.3M |
| Bank of America Corp. | 0.00% | Add +5.0% | 290,735 | $3.0M |
| Creative Planning | 0.00% | Reduce -0.3% | 275,196 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +43.8% | 259,915 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | No change | 219,156 | $2.2M |
| Fiera Capital Corp | 0.01% | Reduce -2.3% | 209,918 | $2.2M |
| Shaker Financial Services, LLC | 0.78% | Add +6.9% | 209,404 | $2.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -25.8% | 191,488 | $2.0M |
| Ethos Financial Group, LLC | 0.16% | Add +3.0% | 176,074 | $1.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.38% | Add +11.2% | 163,192 | $1.7M |
| Summit Financial, LLC | 0.04% | Add +68.7% | 158,758 | $1.6M |
| CoreCap Advisors, LLC | 0.06% | Reduce -4.1% | 156,790 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +3.0% | 153,408 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.9% | 149,370 | $1.5M |
| Clear Creek Financial Management, LLC | 0.13% | Add +3.4% | 132,937 | $1.4M |
| Aviance Capital Partners, LLC | 0.18% | Reduce -2.4% | 131,428 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.1% | 107,133 | $1.1M |
| Camelot Portfolios, LLC | 0.62% | Reduce -7.2% | 100,474 | $1.0M |
| Melfa Wealth Management, Inc. | 0.63% | Reduce -3.2% | 96,946 | $995K |
| NWF Advisory Services Inc. | 0.12% | Reduce -7.5% | 95,050 | $975K |
| Wedbush Securities Inc. | 0.03% | Add +9.9% | 87,173 | $894K |
| Benjamin Edwards Inc. | 0.01% | Reduce -24.5% | 80,837 | $829K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -24.5% | 77,722 | $797K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -4.9% | 67,554 | $693K |
| Merit Financial Group, LLC | 0.01% | Add +4.3% | 62,204 | $638K |
| Independent Financial Group, LLC | 0.02% | Add +0.2% | 59,666 | $612K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 56,507 | $587K |
| Pin Oak Investment Advisors Inc. | 0.47% | Reduce -1.1% | 55,807 | $556K |
| Future Financial Wealth Managment LLC | 0.35% | Add +3.3% | 49,419 | $507K |
| Wela Strategies, Inc. | 0.19% | Add +0.0% | 46,649 | $479K |
| AlphaCore Capital LLC | 0.02% | Add +25.0% | 43,402 | $445K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.7% | 42,394 | $435K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -15.0% | 41,592 | $427K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.4% | 41,424 | $418K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.0% | 40,277 | $413K |
| Rock Point Advisors, LLC | 0.11% | Reduce -1.0% | 39,099 | $401K |
| Apriem Advisors | 0.04% | Add +0.1% | 37,912 | $389K |
| Obsidian Cio, LLC | 0.06% | Add +0.6% | 36,890 | $378K |
| Fortitude Advisory Group L.L.C. | 0.20% | No change | 34,824 | $357K |
| Mallini Complete Financial Planning LLC | 0.49% | Add +16.0% | 33,274 | $341K |
| Quad-Cities Investment Group, LLC | 0.15% | Add +1.3% | 32,937 | $338K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -34.2% | 28,984 | $297K |
| Comerica Bank | 0.00% | Reduce -39.9% | 27,914 | $286K |
| Mendel Capital Management LLC | 0.16% | Reduce -17.8% | 27,242 | $280K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -3.2% | 25,963 | $266K |
| Riverbridge Partners LLC | 0.00% | Add +2.6% | 24,537 | $252K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.4% | 24,509 | $251K |
| M Holdings Securities, Inc. | 0.04% | New | 24,668 | $251K |
| Virtu Financial LLC | 0.01% | New | 24,236 | $249K |
| Pointe Capital Management LLC | 0.12% | Add +0.4% | 23,140 | $237K |
| Conning Inc. | 0.01% | No change | 22,455 | $230K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.4% | 22,213 | $228K |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.8% | 22,020 | $226K |
| Corient Private Wealth LP | 0.00% | Reduce -1.4% | 21,202 | $218K |
| Readystate Asset Management LP | 0.02% | Reduce -63.5% | 20,652 | $212K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -24.9% | 20,055 | $206K |
| Iams Wealth Management, LLC | 0.09% | No change | 20,000 | $205K |
| Neuberger Berman Group LLC | 0.00% | No change | 20,000 | $205K |
| Lido Advisors, LLC | 0.00% | No change | 19,837 | $204K |
| CW Advisors, LLC | 0.00% | No change | 19,770 | $203K |
| PFG Investments, LLC | 0.01% | Reduce -8.4% | 19,684 | $202K |
| MML Investors Services, LLC | 0.00% | Reduce -5.5% | 18,841 | $193K |
| First Foundation Advisors | 0.01% | No change | 18,611 | $191K |
| Stonegate Investment Group, LLC | 0.00% | No change | 18,552 | $190K |
| Dudley Capital Management, LLC | 0.09% | No change | 18,133 | $186K |
| Lanark Financial, Inc. | 0.01% | No change | 17,300 | $177K |
| StoneX Group Inc. | 0.01% | Reduce -31.4% | 16,827 | $173K |
| ProVise Management Group, LLC | 0.01% | No change | 16,733 | $172K |
| Bison Wealth, LLC | 0.01% | Add +26.6% | 16,646 | $170K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 16,460 | $169K |
| Ashton Thomas Securities, LLC | 0.04% | Reduce -20.0% | 16,000 | $164K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 15,668 | $161K |
| Sandy Cove Advisors, LLC | 0.06% | No change | 15,600 | $160K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.1% | 14,624 | $150K |
| Cresset Asset Management, LLC | 0.00% | No change | 14,400 | $148K |
| Onyx Bridge Wealth Group LLC | 0.02% | Reduce -9.8% | 13,672 | $140K |
| Garden State Investment Advisory Services LLC | 0.04% | Add +0.1% | 13,443 | $138K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -28.0% | 13,400 | $137K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +9.0% | 12,986 | $133K |
"% 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.