Eaton Vance Ltd. DuratXEVVX
13F holders, Q3 2025 (September 30)141holders −5
11new positions
13sold out
1famous investor
$10.15avg. 13F price*
At the end of Q3 2025, 141 institutions reported holding Eaton Vance Ltd. Durat Inc. (XEVVX) in their 13F filings, down 5 from Q2 2025. 11 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($102.0M), Sit Investment Associates Inc. ($65.1M) and Ameriprise Financial Inc. ($41.7M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Eaton Vance Ltd. Durat Inc.
- CUSIP
- 27828H105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $934K |
| Exits | 13 | $10.9M |
All 13F filers, Q2 2025 → Q3 2025: 2,835,017 shares bought and 2,118,559 shares sold, net +716,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| Morgan Stanley | 0.01% | Add +1.6% | 10,048,048 | $102.0M |
| Sit Investment Associates Inc. | 1.32% | Add +7.6% | 6,416,703 | $65.1M |
| Ameriprise Financial Inc. | 0.01% | Add +2.6% | 4,109,773 | $41.7M |
| Guggenheim Capital LLC | 0.13% | Add +8.5% | 1,734,264 | $17.6M |
| LPL Financial LLC | 0.01% | Add +56.6% | 1,690,923 | $17.2M |
| Invesco Ltd. | 0.00% | Add +6.5% | 1,474,071 | $15.0M |
| Chicago Partners Investment Group LLC | 0.27% | Add +0.6% | 1,037,324 | $10.5M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 935,040 | $9.5M |
| Capital Investment Advisors, LLC | 0.14% | Reduce -8.0% | 811,482 | $8.2M |
| UBS Group AG | 0.00% | Add +11.9% | 766,559 | $7.8M |
| Cetera Investment Advisers | 0.01% | Add +13.8% | 713,976 | $7.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.1% | 534,879 | $5.4M |
| Cyndeo Wealth Partners, LLC | 0.25% | Reduce -2.2% | 442,761 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +962.6% | 441,957 | $4.5M |
| Kanen Wealth Management LLC | 1.37% | Reduce -0.0% | 401,414 | $4.1M |
| Oak Hill Advisors LP | 0.85% | No change | 390,403 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +14.6% | 381,531 | $3.9M |
| Cohen & Steers, Inc. | 0.01% | No change | 375,463 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +22.9% | 319,438 | $3.2M |
| Bank of America Corp. | 0.00% | Add +3.5% | 301,065 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -32.2% | 286,583 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.6% | 279,652 | $2.8M |
| Creative Planning | 0.00% | Reduce -6.4% | 257,487 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +130.2% | 246,654 | $2.5M |
| Shaker Financial Services, LLC | 0.84% | Add +15.9% | 242,714 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | No change | 219,156 | $2.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.39% | Add +21.2% | 197,830 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +32.1% | 197,342 | $2.0M |
| Kennedy Investment Group, Inc. | 0.79% | Reduce -38.9% | 195,238 | $2.0M |
| Ethos Financial Group, LLC | 0.15% | Add +3.1% | 181,590 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +14.3% | 175,282 | $1.8M |
| Summit Financial, LLC | 0.03% | Add +5.1% | 166,856 | $1.7M |
| CoreCap Advisors, LLC | 0.06% | Reduce -3.5% | 151,265 | $1.5M |
| Aviance Capital Partners, LLC | 0.16% | Add +0.2% | 131,737 | $1.3M |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -1.2% | 131,357 | $1.3M |
| Readystate Asset Management LP | 0.10% | Add +381.2% | 99,370 | $1.0M |
| Melfa Wealth Management, Inc. | 0.58% | Reduce -0.1% | 96,891 | $983K |
| NWF Advisory Services Inc. | 0.10% | Reduce -3.0% | 92,150 | $935K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.0% | 83,152 | $844K |
| Wedbush Securities Inc. | 0.03% | Reduce -10.0% | 78,468 | $796K |
| Independent Financial Group, LLC | 0.02% | Add +21.1% | 72,280 | $734K |
| Benjamin Edwards Inc. | 0.01% | Reduce -12.3% | 70,909 | $720K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +2.5% | 69,215 | $703K |
| Susquehanna International Group, LLP | 0.00% | Add +180.1% | 61,684 | $626K |
| Pin Oak Investment Advisors Inc. | 0.44% | Add +9.3% | 61,008 | $619K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.7% | 60,864 | $619K |
| Cura Wealth Advisors, LLC | 0.23% | Reduce -86.6% | 58,428 | $593K |
| Merit Financial Group, LLC | 0.01% | Reduce -7.3% | 57,635 | $585K |
| Future Financial Wealth Managment LLC | 0.32% | Add +0.4% | 49,626 | $504K |
| AlphaCore Capital LLC | 0.02% | Add +2.2% | 44,348 | $450K |
| Advisory Services Network, LLC | 0.01% | Add +1.2% | 41,924 | $426K |
| Rock Point Advisors, LLC | 0.10% | Reduce -1.4% | 38,549 | $391K |
| Obsidian Cio, LLC | 0.05% | Add +1.8% | 37,564 | $381K |
| Virtue Asset Management LLC | 0.30% | — | 35,003 | $355K |
| Fortitude Advisory Group L.L.C. | 0.19% | No change | 34,824 | $353K |
| Mallini Complete Financial Planning LLC | 0.30% | Add +1.3% | 33,703 | $342K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +45.9% | 32,415 | $329K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.9% | 31,858 | $323K |
| Jane Street Group, LLC | 0.00% | New | 31,725 | $322K |
| Apriem Advisors | 0.03% | Reduce -17.1% | 31,440 | $319K |
| Quad-Cities Investment Group, LLC | 0.13% | Reduce -8.0% | 30,289 | $307K |
| Comerica Bank | 0.00% | Add +6.5% | 29,716 | $302K |
| Lido Advisors, LLC | 0.00% | Add +49.4% | 29,632 | $301K |
| Mendel Capital Management LLC | 0.14% | No change | 27,242 | $277K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -2.5% | 25,314 | $257K |
| Riverbridge Partners LLC | 0.00% | Add +1.4% | 24,878 | $253K |
| PFG Investments, LLC | 0.01% | Add +26.1% | 24,825 | $252K |
| Private Advisor Group, LLC | 0.00% | Reduce -40.5% | 23,962 | $243K |
| Conning Inc. | 0.01% | No change | 22,455 | $228K |
| Millennium Management | 0.00% | New | 22,000 | $223K |
| Pointe Capital Management LLC | 0.11% | Reduce -8.2% | 21,235 | $216K |
| Iams Wealth Management, LLC | 0.08% | No change | 20,000 | $203K |
| Moors & Cabot, Inc. | 0.01% | New | 19,400 | $197K |
| Corient Private Wealth LP | 0.00% | Reduce -10.2% | 19,042 | $193K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 18,933 | $192K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.1% | 18,627 | $189K |
| First Foundation Advisors | 0.01% | No change | 18,611 | $189K |
| Stonegate Investment Group, LLC | 0.00% | No change | 18,552 | $188K |
| Camelot Portfolios, LLC | 0.11% | Reduce -82.0% | 18,049 | $183K |
| Stephens Inc. | 0.00% | Add +63.2% | 17,949 | $182K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -29.1% | 17,385 | $176K |
| Dudley Capital Management, LLC | 0.08% | Reduce -4.1% | 17,383 | $176K |
| Lanark Financial, Inc. | 0.01% | No change | 17,300 | $176K |
| ProVise Management Group, LLC | 0.01% | No change | 16,733 | $170K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 16,462 | $167K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 16,000 | $162K |
| Bison Wealth, LLC | 0.01% | Reduce -4.8% | 15,850 | $160K |
| Sandy Cove Advisors, LLC | 0.05% | No change | 15,600 | $158K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +11.2% | 14,434 | $147K |
| Cresset Asset Management, LLC | 0.00% | No change | 14,400 | $146K |
| Onyx Bridge Wealth Group LLC | 0.02% | Add +1.5% | 13,881 | $141K |
| Eastern Bank | 0.00% | Add +18.2% | 13,000 | $132K |
| Garden State Investment Advisory Services LLC | 0.03% | Reduce -3.7% | 12,944 | $131K |
| Clearstead Advisors, LLC | 0.00% | No change | 12,770 | $130K |
| Hollencrest Capital Management | 0.00% | No change | 12,760 | $130K |
| Harbour Investments, Inc. | 0.00% | No change | 12,688 | $129K |
| Cornerstone Wealth Group, LLC | 0.01% | No change | 12,460 | $126K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -20.8% | 12,417 | $126K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.8% | 12,169 | $124K |
| Focus Partners Wealth | 0.00% | Add +2.2% | 11,850 | $120K |
| WealthTrust Axiom LLC | 0.03% | No change | 11,800 | $120K |
| StoneX Group Inc. | 0.01% | Reduce -32.2% | 11,411 | $116K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.3% | 11,253 | $114K |
| Apollon Wealth Management, LLC | 0.00% | No change | 10,250 | $104K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 10,184 | $103K |
| Gilbert & Cook, Inc. | 0.01% | No change | 10,017 | $102K |
| Spire Wealth Management | 0.00% | Add +4.9% | 8,223 | $83K |
| Barrett & Company, Inc. | 0.02% | No change | 7,000 | $71K |
| MAI Capital Management | 0.00% | No change | 7,000 | $71K |
| Sound Income Strategies, LLC | 0.00% | Add +2.2% | 6,834 | $70K |
| Global Retirement Partners, LLC | 0.00% | No change | 6,783 | $69K |
| City Holding Co. | 0.01% | New | 6,000 | $61K |
| IFP Advisors, Inc | 0.00% | Reduce -0.0% | 5,813 | $59K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -0.6% | 5,420 | $55K |
| Byrne Asset Management LLC | 0.03% | No change | 4,750 | $48K |
| Allworth Financial LP | 0.00% | Add +0.2% | 4,356 | $44K |
| Wolverine Asset Management LLC | 0.00% | New | 4,127 | $42K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 4,105 | $42K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 3,400 | $35K |
| Strategic Advocates LLC | 0.01% | New | 3,117 | $32K |
| Legacy Wealth Managment, LLC | 0.01% | New | 2,154 | $22K |
| West Branch Capital LLC | 0.01% | No change | 2,082 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,000 | $20K |
| Turim 21 Investimentos Ltda. | 0.01% | New | 1,976 | $20K |
| Crewe Advisors LLC | 0.00% | Add +2.2% | 1,709 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 1,558 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,500 | $15K |
| Bogart Wealth, LLC | 0.00% | No change | 1,500 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -56.6% | 1,357 | $14K |
| Highline Wealth Partners LLC | 0.00% | New | 1,000 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 645 | $7K |
| Inlight Wealth Management, LLC | 0.00% | No change | 583 | $6K |
| Concord Wealth Partners | 0.00% | Add +2.2% | 551 | $6K |
| CENTRAL TRUST Co | 0.00% | New | 375 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 266 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 255 | $3K |
| TFC Financial Management, Inc. | 0.00% | New | 171 | $2K |
| Asset Dedication, LLC | 0.00% | No change | 124 | $1K |
| Cwm, LLC | 0.00% | Reduce -28.5% | 138 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +128.6% | 16 | $162 |
| 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.