Eaton Vance Ltd. DuratXEVVX
13F holders, Q2 2026 (June 30)144holders +8
18new positions
10sold out
1famous investor
$9.37avg. 13F price*
At the end of Q2 2026, 144 institutions reported holding Eaton Vance Ltd. Durat Inc. (XEVVX) in their 13F filings, up 8 from Q1 2026. 18 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($94.6M), Sit Investment Associates Inc. ($75.0M) and Ameriprise Financial Inc. ($47.7M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $3.1M |
| Exits | 10 | $931K |
All 13F filers, Q1 2026 → Q2 2026: 2,556,496 shares bought and 491,292 shares sold, net +2,065,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| Morgan Stanley | 0.01% | Add +2.9% | 10,100,522 | $94.6M |
| Sit Investment Associates Inc. | 1.42% | Add +1.8% | 8,006,717 | $75.0M |
| Ameriprise Financial Inc. | 0.01% | Add +5.4% | 5,077,382 | $47.7M |
| Guggenheim Capital LLC | 0.11% | Reduce -2.7% | 1,771,126 | $16.6M |
| Invesco Ltd. | 0.00% | Add +0.3% | 1,683,320 | $15.8M |
| LPL Financial LLC | 0.00% | Add +10.9% | 1,218,648 | $11.4M |
| Chicago Partners Investment Group LLC | 0.19% | Reduce -2.0% | 1,043,303 | $9.5M |
| Cetera Investment Advisers | 0.01% | Add +5.4% | 983,948 | $9.2M |
| Royal Bank of Canada | 0.00% | Reduce -6.0% | 935,817 | $8.8M |
| UBS Group AG | 0.00% | Add +1.1% | 725,540 | $6.8M |
| Raymond James Financial Inc. | 0.00% | Add +6.7% | 630,916 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +15.3% | 600,267 | $5.6M |
| Focus Partners Wealth | 0.01% | Add +616.2% | 594,778 | $5.6M |
| Capital Investment Advisors, LLC | 0.07% | Reduce -7.8% | 580,562 | $5.4M |
| Kanen Wealth Management LLC | 1.06% | Add +22.4% | 465,077 | $4.4M |
| Wells Fargo & Company | 0.00% | Add +15.2% | 419,238 | $3.9M |
| Osaic Holdings, Inc. | 0.00% | Add +9.7% | 409,060 | $3.8M |
| Cyndeo Wealth Partners, LLC | 0.17% | Reduce -2.5% | 391,237 | $3.7M |
| Oak Hill Advisors LP | 0.52% | No change | 390,403 | $3.7M |
| Cohen & Steers, Inc. | 0.01% | No change | 375,463 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +9.7% | 354,382 | $3.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.8% | 329,156 | $3.1M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 256,234 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Add +2.4% | 251,894 | $2.4M |
| Shaker Financial Services, LLC | 0.68% | Reduce -19.6% | 232,722 | $2.2M |
| Creative Planning | 0.00% | Reduce -0.2% | 228,190 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +11.5% | 226,485 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | No change | 225,187 | $2.1M |
| Summit Financial, LLC | 0.02% | Add +4.7% | 218,078 | $2.0M |
| Wolverine Asset Management LLC | 0.10% | Add +42.7% | 210,171 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.1% | 202,962 | $1.9M |
| Ethos Financial Group, LLC | 0.10% | Reduce -4.3% | 165,093 | $1.5M |
| Aviance Capital Partners, LLC | 0.14% | Reduce -2.1% | 139,597 | $1.3M |
| Clear Creek Financial Management, LLC | 0.08% | Add +3.5% | 139,244 | $1.3M |
| CoreCap Advisors, LLC | 0.03% | Reduce -5.6% | 114,835 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +361.6% | 111,947 | $1.0M |
| Kennedy Investment Group, Inc. | 0.35% | Reduce -7.5% | 111,452 | $1.0M |
| Melfa Wealth Management, Inc. | 0.50% | Reduce -0.0% | 99,596 | $933K |
| Lido Advisors, LLC | 0.00% | Add +36.5% | 93,644 | $877K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.9% | 92,110 | $863K |
| Wedbush Securities Inc. | 0.02% | Reduce -2.1% | 91,632 | $859K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.1% | 90,167 | $845K |
| Independent Financial Group, LLC | 0.01% | Add +2.5% | 81,289 | $762K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27672.4% | 75,541 | $708K |
| NWF Advisory Services Inc. | 0.06% | Reduce -12.5% | 71,650 | $671K |
| Susquehanna International Group, LLP | 0.00% | Add +31.3% | 70,602 | $662K |
| IMC-Chicago, LLC | 0.01% | New | 68,616 | $643K |
| XTX Topco Ltd | 0.01% | Add +516.8% | 67,276 | $630K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -5.8% | 62,668 | $587K |
| Pin Oak Investment Advisors Inc. | 0.41% | No change | 62,173 | $583K |
| Pathstone Holdings, LLC | 0.00% | Add +277.1% | 62,095 | $582K |
| Marex Group Ltd | 0.00% | New | 59,440 | $557K |
| Benjamin Edwards Inc. | 0.01% | Reduce -3.4% | 59,173 | $554K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 55,769 | $520K |
| Merit Financial Group, LLC | 0.00% | Reduce -10.8% | 51,630 | $484K |
| Advisory Services Network, LLC | 0.01% | Add +15.9% | 47,264 | $443K |
| Almitas Capital LLC | 0.10% | New | 46,399 | $435K |
| Pointe Capital Management LLC | 0.19% | Reduce -7.3% | 44,619 | $418K |
| Future Financial Wealth Managment LLC | 0.24% | Reduce -12.1% | 42,340 | $386K |
| Apriem Advisors | 0.03% | Add +24.2% | 39,129 | $367K |
| Rock Point Advisors, LLC | 0.09% | No change | 38,749 | $363K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 38,739 | $363K |
| Fortitude Advisory Group L.L.C. | 0.13% | Add +5.5% | 36,756 | $344K |
| Wealth Effects LLC | 0.09% | Add +1.8% | 36,745 | $344K |
| Fifth Third Bancorp | 0.00% | Add +2.3% | 35,033 | $328K |
| Cura Wealth Advisors, LLC | 0.14% | Add +1.5% | 34,912 | $327K |
| Mallini Complete Financial Planning LLC | 0.26% | Add +1.0% | 34,773 | $326K |
| MML Investors Services, LLC | 0.00% | Add +29.6% | 31,492 | $295K |
| Readystate Asset Management LP | 0.02% | New | 31,085 | $291K |
| PFG Investments, LLC | 0.01% | Reduce -1.8% | 31,037 | $291K |
| Virtue Asset Management LLC | 0.19% | Reduce -6.5% | 28,975 | $271K |
| Citadel Advisors | 0.00% | New | 28,089 | $263K |
| Mendel Capital Management LLC | 0.11% | No change | 27,242 | $255K |
| Advisory Solutions Group, LLC | 0.08% | — | 25,211 | $236K |
| Stephens Inc. | 0.00% | Add +34.6% | 23,100 | $216K |
| HRT Financial LP | 0.00% | New | 22,693 | $212K |
| Quad-Cities Investment Group, LLC | 0.08% | Reduce -23.6% | 22,523 | $211K |
| Conning Inc. | 0.01% | No change | 22,455 | $210K |
| First Merchants Corp. | 0.01% | No change | 21,000 | $197K |
| Iams Wealth Management, LLC | 0.06% | No change | 20,000 | $187K |
| Nomura Holdings Inc. | 0.00% | Add +100.0% | 20,000 | $187K |
| Ashton Thomas Securities, LLC | 0.03% | Reduce -32.1% | 19,000 | $178K |
| Lanark Financial, Inc. | 0.01% | No change | 18,300 | $171K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.1% | 17,365 | $163K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.7% | 17,231 | $161K |
| Dudley Capital Management, LLC | 0.06% | Reduce -2.2% | 17,000 | $159K |
| Bison Wealth, LLC | 0.01% | No change | 16,850 | $159K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -19.0% | 16,647 | $155K |
| Camelot Portfolios, LLC | 0.11% | Reduce -0.3% | 16,576 | $155K |
| WealthTrust Asset Management, LLC | 0.08% | Reduce -6.1% | 15,961 | $150K |
| Quantinno Capital Management LP | 0.00% | New | 15,790 | $148K |
| Sandy Cove Advisors, LLC | 0.04% | No change | 15,600 | $146K |
| Virtu Financial LLC | 0.00% | New | 14,964 | $140K |
| Cresset Asset Management, LLC | 0.00% | No change | 14,400 | $135K |
| IHT Wealth Management, LLC | 0.00% | New | 14,384 | $135K |
| Onyx Bridge Wealth Group LLC | 0.01% | Add +1.6% | 14,363 | $135K |
| Moors & Cabot, Inc. | 0.01% | Reduce -6.4% | 14,361 | $135K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.1% | 14,031 | $131K |
| Cape Investment Advisory, Inc. | 0.03% | Add +9.5% | 13,341 | $125K |
| Prospera Financial Services Inc | 0.00% | New | 13,128 | $123K |
| ProVise Management Group, LLC | 0.01% | No change | 13,063 | $122K |
| Garden State Investment Advisory Services LLC | 0.02% | Add +22.8% | 12,875 | $121K |
| Hollencrest Capital Management | 0.01% | No change | 12,760 | $120K |
| Corient Private Wealth LP | 0.00% | Reduce -11.6% | 12,640 | $118K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 12,417 | $116K |
| Decision Investments, Inc. | 0.10% | No change | 12,100 | $113K |
| AlphaCore Capital LLC | 0.00% | Reduce -60.0% | 12,000 | $112K |
| WealthTrust Axiom LLC | 0.02% | No change | 11,800 | $111K |
| Bessemer Group Inc. | 0.00% | New | 11,700 | $110K |
| First Foundation Advisors | 0.00% | Reduce -38.9% | 11,377 | $107K |
| Western Wealth Management, LLC | 0.00% | No change | 11,162 | $105K |
| Eastern Bank | 0.00% | No change | 11,000 | $103K |
| Apollon Wealth Management, LLC | 0.00% | Add +1.8% | 10,435 | $98K |
| Spire Wealth Management | 0.00% | No change | 7,838 | $73K |
| Barrett & Company, Inc. | 0.02% | No change | 7,000 | $66K |
| City Holding Co. | 0.01% | No change | 6,000 | $56K |
| IFP Advisors, Inc | 0.00% | No change | 5,813 | $54K |
| Global Retirement Partners, LLC | 0.00% | — | 5,758 | $54K |
| Byrne Asset Management LLC | 0.02% | No change | 4,750 | $45K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 3,400 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -87.8% | 2,662 | $25K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.4% | 2,572 | $24K |
| Clear Street Group Inc. | 0.00% | New | 2,390 | $22K |
| Allworth Financial LP | 0.00% | Reduce -51.2% | 2,133 | $20K |
| West Branch Capital LLC | 0.00% | No change | 2,128 | $20K |
| Crewe Advisors LLC | 0.00% | Add +2.6% | 1,836 | $17K |
| Arax Advisory Partners | 0.00% | New | 1,700 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,500 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 1,500 | $14K |
| LifeSteps Financial, Inc. | 0.01% | New | 1,400 | $13K |
| IFG Advisory, LLC | 0.00% | New | 1,270 | $12K |
| Axiom Investment Management LLC | 0.01% | Reduce -47.1% | 1,017 | $10K |
| Highline Wealth Partners LLC | 0.00% | No change | 1,000 | $9K |
| SHP Wealth Management | 0.00% | Reduce -13.0% | 870 | $8K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 833 | $8K |
| Ares Financial Consulting, LLC | 0.00% | Add +2.2% | 599 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 500 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 477 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 304 | $3K |
| Concord Wealth Partners | 0.00% | New | 276 | $3K |
| CX Institutional | 0.00% | New | 175 | $2K |
| Assetmark, Inc. | 0.00% | No change | 170 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | New | 96 | $900 |
| 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.