Eaton Vance Ltd. DuratXEVVX
13F holders, Q1 2026 (March 31)136holders −10
11new positions
21sold out
$9.45avg. 13F price*
At the end of Q1 2026, 136 institutions reported holding Eaton Vance Ltd. Durat Inc. (XEVVX) in their 13F filings, down 10 from Q4 2025. 11 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($92.8M), Sit Investment Associates Inc. ($74.4M) and Ameriprise Financial Inc. ($45.5M).
- Company
- Eaton Vance Ltd. Durat Inc.
- CUSIP
- 27828H105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.6M |
| Exits | 21 | $6.6M |
All 13F filers, Q4 2025 → Q1 2026: 2,893,528 shares bought and 1,566,994 shares sold, net +1,326,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| Morgan Stanley | 0.01% | Reduce -1.8% | 9,819,818 | $92.8M |
| Sit Investment Associates Inc. | 1.51% | Add +21.8% | 7,869,208 | $74.4M |
| Ameriprise Financial Inc. | 0.01% | Add +6.8% | 4,818,007 | $45.5M |
| Guggenheim Capital LLC | 0.14% | Add +3.3% | 1,820,371 | $17.2M |
| Invesco Ltd. | 0.00% | Add +15.3% | 1,677,489 | $15.9M |
| LPL Financial LLC | 0.00% | Reduce -18.3% | 1,098,486 | $10.4M |
| Chicago Partners Investment Group LLC | 0.23% | Add +1.3% | 1,064,177 | $10.2M |
| Royal Bank of Canada | 0.00% | Add +2.0% | 995,905 | $9.4M |
| Cetera Investment Advisers | 0.01% | Add +15.1% | 933,420 | $8.8M |
| UBS Group AG | 0.00% | Reduce -6.4% | 717,312 | $6.8M |
| Capital Investment Advisors, LLC | 0.09% | Reduce -11.9% | 629,405 | $5.9M |
| Raymond James Financial Inc. | 0.00% | Add +13.7% | 591,129 | $5.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.2% | 520,780 | $4.9M |
| Cyndeo Wealth Partners, LLC | 0.20% | Reduce -8.2% | 401,237 | $3.8M |
| Oak Hill Advisors LP | 0.42% | No change | 390,403 | $3.7M |
| Kanen Wealth Management LLC | 1.29% | Add +7.0% | 379,816 | $3.6M |
| Cohen & Steers, Inc. | 0.01% | No change | 375,463 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +2.9% | 372,839 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +6.3% | 364,047 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +14.4% | 323,057 | $3.1M |
| Shaker Financial Services, LLC | 0.95% | Add +21.1% | 289,373 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.7% | 284,294 | $2.7M |
| Bank of America Corp. | 0.00% | Reduce -9.7% | 266,324 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.3% | 246,001 | $2.3M |
| Creative Planning | 0.00% | Add +0.1% | 228,598 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +7.1% | 225,187 | $2.1M |
| Summit Financial, LLC | 0.03% | Add +8.2% | 208,208 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Add +14.0% | 203,074 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.1% | 193,110 | $1.8M |
| Ethos Financial Group, LLC | 0.13% | No change | 172,441 | $1.7M |
| Wolverine Asset Management LLC | 0.07% | Add +186.9% | 147,296 | $1.4M |
| Aviance Capital Partners, LLC | 0.16% | Add +3.4% | 142,539 | $1.3M |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -1.0% | 134,545 | $1.3M |
| CoreCap Advisors, LLC | 0.04% | Reduce -5.4% | 121,655 | $1.1M |
| Kennedy Investment Group, Inc. | 0.45% | Reduce -12.0% | 120,455 | $1.1M |
| Melfa Wealth Management, Inc. | 0.54% | Reduce -0.2% | 99,606 | $941K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.9% | 93,930 | $888K |
| Wedbush Securities Inc. | 0.03% | Add +8.0% | 93,632 | $885K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 85,756 | $810K |
| Focus Partners Wealth | 0.00% | Add +585.5% | 83,046 | $785K |
| NWF Advisory Services Inc. | 0.09% | No change | 81,850 | $773K |
| Independent Financial Group, LLC | 0.02% | Add +9.7% | 79,289 | $749K |
| Lido Advisors, LLC | 0.00% | Add +1.1% | 68,626 | $649K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -3.4% | 66,524 | $629K |
| Pin Oak Investment Advisors Inc. | 0.42% | Reduce -1.8% | 62,173 | $588K |
| Benjamin Edwards Inc. | 0.01% | Add +0.4% | 61,246 | $579K |
| Merit Financial Group, LLC | 0.00% | Add +0.9% | 57,855 | $547K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.2% | 55,769 | $522K |
| Susquehanna International Group, LLP | 0.00% | Add +33.9% | 53,765 | $508K |
| Future Financial Wealth Managment LLC | 0.30% | Reduce -1.5% | 48,157 | $457K |
| Pointe Capital Management LLC | 0.23% | Add +83.4% | 48,127 | $455K |
| Advisory Services Network, LLC | 0.01% | No change | 40,764 | $385K |
| Rock Point Advisors, LLC | 0.10% | Reduce -0.3% | 38,749 | $366K |
| Envestnet Asset Management Inc. | 0.00% | Add +67.4% | 37,837 | $358K |
| Wealth Effects LLC | 0.12% | New | 36,095 | $341K |
| Fortitude Advisory Group L.L.C. | 0.15% | No change | 34,824 | $329K |
| Mallini Complete Financial Planning LLC | 0.28% | Add +1.1% | 34,415 | $325K |
| Cura Wealth Advisors, LLC | 0.15% | Reduce -21.6% | 34,400 | $325K |
| Fifth Third Bancorp | 0.00% | New | 34,252 | $324K |
| PFG Investments, LLC | 0.01% | Add +1.2% | 31,593 | $299K |
| Apriem Advisors | 0.03% | Add +0.1% | 31,498 | $298K |
| Virtue Asset Management LLC | 0.24% | Reduce -10.6% | 30,975 | $293K |
| AlphaCore Capital LLC | 0.01% | Reduce -33.8% | 30,000 | $284K |
| Quad-Cities Investment Group, LLC | 0.11% | Add +0.4% | 29,493 | $279K |
| Ashton Thomas Securities, LLC | 0.03% | Add +21.7% | 28,000 | $265K |
| Mendel Capital Management LLC | 0.13% | — | 27,242 | $257K |
| MML Investors Services, LLC | 0.00% | Add +27.8% | 24,309 | $230K |
| Jane Street Group, LLC | 0.00% | Reduce -84.1% | 24,254 | $229K |
| Conning Inc. | 0.01% | No change | 22,455 | $212K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.4% | 21,768 | $206K |
| First Merchants Corp. | 0.01% | Reduce -58.8% | 21,000 | $198K |
| Iams Wealth Management, LLC | 0.07% | No change | 20,000 | $189K |
| Private Advisor Group, LLC | 0.00% | No change | 19,767 | $187K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.5% | 20,556 | $187K |
| Boothbay Fund Management, LLC | 0.00% | New | 19,644 | $186K |
| First Foundation Advisors | 0.01% | No change | 18,611 | $176K |
| Lanark Financial, Inc. | 0.01% | Add +5.8% | 18,300 | $173K |
| Dudley Capital Management, LLC | 0.07% | No change | 17,383 | $164K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 17,185 | $162K |
| Stephens Inc. | 0.00% | Add +4.3% | 17,156 | $162K |
| WealthTrust Asset Management, LLC | 0.10% | New | 16,994 | $161K |
| Oppenheimer & Co. Inc. | 0.00% | Add +48.6% | 16,949 | $160K |
| Bison Wealth, LLC | 0.02% | No change | 16,850 | $157K |
| Camelot Portfolios, LLC | 0.12% | Reduce -5.3% | 16,621 | $157K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 16,468 | $156K |
| Sandy Cove Advisors, LLC | 0.04% | No change | 15,600 | $147K |
| Moors & Cabot, Inc. | 0.01% | Reduce -16.3% | 15,340 | $145K |
| Balyasny Asset Management L.P. | 0.00% | New | 15,039 | $142K |
| Cresset Asset Management, LLC | 0.00% | No change | 14,400 | $136K |
| Harbour Investments, Inc. | 0.00% | Add +12.9% | 14,330 | $135K |
| Corient Private Wealth LP | 0.00% | Add +5.4% | 14,298 | $135K |
| Onyx Bridge Wealth Group LLC | 0.01% | Add +3.5% | 14,130 | $134K |
| Mercer Global Advisors Inc. | 0.00% | New | 13,332 | $126K |
| ProVise Management Group, LLC | 0.01% | Reduce -8.4% | 13,063 | $123K |
| Hollencrest Capital Management | 0.00% | No change | 12,760 | $121K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 12,417 | $117K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -6.3% | 12,186 | $115K |
| Decision Investments, Inc. | 0.13% | Reduce -0.8% | 12,100 | $114K |
| WealthTrust Axiom LLC | 0.03% | No change | 11,800 | $112K |
| Western Wealth Management, LLC | 0.00% | No change | 11,162 | $105K |
"% 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.