Eaton Vance Ltd. DuratXEVVX
13F holders, Q4 2025 (December 31)146holders +5
17new positions
14sold out
1famous investor
$9.91avg. 13F price*
At the end of Q4 2025, 146 institutions reported holding Eaton Vance Ltd. Durat Inc. (XEVVX) in their 13F filings, up 5 from Q3 2025. 17 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($99.1M), Sit Investment Associates Inc. ($64.0M) and Ameriprise Financial Inc. ($44.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $4.5M |
| Exits | 14 | $1.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,625,948 shares bought and 1,099,727 shares sold, net +526,221 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| Morgan Stanley | 0.01% | Reduce -0.4% | 10,003,565 | $99.1M |
| Sit Investment Associates Inc. | 1.26% | Add +0.7% | 6,460,942 | $64.0M |
| Ameriprise Financial Inc. | 0.01% | Add +9.7% | 4,510,263 | $44.7M |
| Guggenheim Capital LLC | 0.13% | Add +1.6% | 1,762,567 | $17.5M |
| Invesco Ltd. | 0.00% | Reduce -1.3% | 1,454,281 | $14.4M |
| LPL Financial LLC | 0.00% | Reduce -20.5% | 1,344,322 | $13.3M |
| Chicago Partners Investment Group LLC | 0.26% | Add +1.3% | 1,050,961 | $10.4M |
| Royal Bank of Canada | 0.00% | Add +4.4% | 976,099 | $9.7M |
| Cetera Investment Advisers | 0.01% | Add +13.6% | 810,950 | $8.0M |
| UBS Group AG | 0.00% | Add +0.0% | 766,564 | $7.6M |
| Capital Investment Advisors, LLC | 0.11% | Reduce -12.0% | 714,065 | $7.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.8% | 519,842 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +15.3% | 509,467 | $5.0M |
| Cyndeo Wealth Partners, LLC | 0.23% | Reduce -1.3% | 437,128 | $4.3M |
| Oak Hill Advisors LP | 0.65% | No change | 390,403 | $3.9M |
| Cohen & Steers, Inc. | 0.01% | No change | 375,463 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.0% | 362,470 | $3.6M |
| Kanen Wealth Management LLC | 1.07% | Reduce -11.5% | 355,116 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +7.2% | 342,458 | $3.4M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 294,994 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -1.5% | 282,339 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +32.5% | 261,501 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +5.3% | 259,730 | $2.6M |
| Citadel Advisors | 0.00% | New | 253,591 | $2.5M |
| Shaker Financial Services, LLC | 0.75% | Reduce -1.5% | 239,059 | $2.4M |
| Creative Planning | 0.00% | Reduce -11.3% | 228,398 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -24.1% | 212,329 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.0% | 210,272 | $2.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.37% | Add +4.1% | 206,016 | $2.0M |
| Summit Financial, LLC | 0.03% | Add +15.3% | 192,415 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +1.6% | 178,160 | $1.8M |
| Ethos Financial Group, LLC | 0.13% | Reduce -5.0% | 172,441 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +380.1% | 152,300 | $1.5M |
| Aviance Capital Partners, LLC | 0.16% | Add +4.7% | 137,910 | $1.4M |
| Kennedy Investment Group, Inc. | 0.51% | Reduce -29.9% | 136,816 | $1.4M |
| Clear Creek Financial Management, LLC | 0.11% | Add +3.5% | 135,906 | $1.3M |
| CoreCap Advisors, LLC | 0.04% | Reduce -15.0% | 128,635 | $1.3M |
| Melfa Wealth Management, Inc. | 0.57% | Add +3.0% | 99,828 | $989K |
| Rockefeller Capital Management L.P. | 0.00% | Add +430.5% | 98,815 | $979K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.8% | 87,124 | $863K |
| Wedbush Securities Inc. | 0.03% | Add +10.5% | 86,701 | $859K |
| NWF Advisory Services Inc. | 0.09% | Reduce -11.2% | 81,850 | $811K |
| Independent Financial Group, LLC | 0.02% | No change | 72,280 | $716K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.5% | 68,850 | $682K |
| Lido Advisors, LLC | 0.00% | Add +129.1% | 67,894 | $680K |
| Pin Oak Investment Advisors Inc. | 0.44% | Add +3.8% | 63,308 | $629K |
| Benjamin Edwards Inc. | 0.01% | Reduce -14.0% | 61,006 | $605K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.3% | 60,077 | $600K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.5% | 57,359 | $568K |
| Wolverine Asset Management LLC | 0.03% | Add +1143.9% | 51,336 | $509K |
| Readystate Asset Management LP | 0.04% | Reduce -48.5% | 51,181 | $507K |
| First Merchants Corp. | 0.02% | New | 51,000 | $505K |
| Future Financial Wealth Managment LLC | 0.32% | Reduce -1.5% | 48,895 | $483K |
| AlphaCore Capital LLC | 0.01% | Add +2.2% | 45,330 | $449K |
| Cura Wealth Advisors, LLC | 0.16% | Reduce -24.9% | 43,903 | $435K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 41,350 | $410K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.8% | 40,764 | $404K |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.9% | 40,162 | $398K |
| Rock Point Advisors, LLC | 0.10% | Add +0.8% | 38,849 | $385K |
| Fortitude Advisory Group L.L.C. | 0.15% | No change | 34,824 | $345K |
| Virtue Asset Management LLC | 0.28% | Reduce -1.0% | 34,653 | $343K |
| Mallini Complete Financial Planning LLC | 0.30% | Add +1.0% | 34,051 | $337K |
| Comerica Bank | 0.00% | Add +14.1% | 33,896 | $336K |
| Apriem Advisors | 0.03% | Add +0.1% | 31,468 | $312K |
| PFG Investments, LLC | 0.01% | Add +25.8% | 31,226 | $309K |
| HRT Financial LP | 0.00% | New | 30,108 | $298K |
| Quad-Cities Investment Group, LLC | 0.12% | Reduce -3.0% | 29,367 | $291K |
| Pointe Capital Management LLC | 0.13% | Add +23.6% | 26,240 | $260K |
| Ashton Thomas Securities, LLC | 0.04% | Add +43.8% | 23,000 | $228K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.1% | 22,599 | $224K |
| Conning Inc. | 0.01% | No change | 22,455 | $223K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.1% | 21,681 | $215K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -19.2% | 20,459 | $203K |
| Iams Wealth Management, LLC | 0.07% | No change | 20,000 | $198K |
| Private Advisor Group, LLC | 0.00% | Reduce -17.5% | 19,767 | $196K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 19,028 | $189K |
| First Foundation Advisors | 0.01% | No change | 18,611 | $184K |
| Moors & Cabot, Inc. | 0.01% | Reduce -5.6% | 18,319 | $182K |
| Marex Group Ltd | 0.00% | New | 17,607 | $174K |
| Camelot Portfolios, LLC | 0.11% | Reduce -2.8% | 17,542 | $174K |
| Dudley Capital Management, LLC | 0.08% | No change | 17,383 | $172K |
| Lanark Financial, Inc. | 0.01% | No change | 17,300 | $171K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -1.1% | 17,185 | $170K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 16,465 | $163K |
| Stephens Inc. | 0.00% | Reduce -8.3% | 16,456 | $163K |
| Clearstead Advisors, LLC | 0.00% | Add +26.5% | 16,153 | $160K |
| Bison Wealth, LLC | 0.02% | Add +6.3% | 16,850 | $155K |
| Sandy Cove Advisors, LLC | 0.05% | No change | 15,600 | $155K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +5.6% | 15,241 | $151K |
| Cresset Asset Management, LLC | 0.00% | No change | 14,400 | $143K |
| ProVise Management Group, LLC | 0.01% | Reduce -14.8% | 14,263 | $141K |
| Onyx Bridge Wealth Group LLC | 0.01% | Reduce -1.7% | 13,647 | $135K |
| Corient Private Wealth LP | 0.00% | Reduce -28.8% | 13,562 | $134K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 13,473 | $134K |
| Cape Investment Advisory, Inc. | 0.04% | New | 13,001 | $129K |
| Eastern Bank | 0.00% | No change | 13,000 | $129K |
| Hollencrest Capital Management | 0.00% | No change | 12,760 | $126K |
| Harbour Investments, Inc. | 0.00% | No change | 12,688 | $126K |
| Cornerstone Wealth Group, LLC | 0.01% | No change | 12,460 | $123K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 12,417 | $123K |
"% 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.