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Eaton Vance LTD Durat Inc (XEVVX)

CUSIP: 27828H105 | US | 652 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ASIT Investment Associates Inc8,935,7797.7%New 5%+ stakeSep 29, 20268,006,717 sh (Jun 30, 2026)
13D/ASIT Fixed Income Advisors II LLC8,910,7797.7%+1,270,177Sep 28, 2026No 13F filer matched
13G/ASIT Investment Associates Inc8,935,779
7.7% of class · Sep 29, 2026New 5%+ stake
8,006,717 sh (Jun 30, 2026)
13D/ASIT Fixed Income Advisors II LLC8,910,779
7.7% of class · Sep 28, 2026+1,270,177
No 13F filer matched

Institutional Holders — Q3 2026

Chicago Partners Investment Group LLC1,014,383
0.2% of portfolio›$8.5M
Capital Investment Advisors, LLC524,309
0.1% of portfolio›$4.4M
Cyndeo Wealth Partners, LLC410,237
0.2% of portfolio›$3.5M
Kestra Advisory Services, LLC352,631
0.0% of portfolio›$3.0M
Wolverine Asset Management LLC297,321
0.0% of portfolio›$2.5M
Thrivent Financial for Lutherans237,187
0.0% of portfolio›$2.0K
Shaker Financial Services, LLC228,542
0.6% of portfolio›$1.9M
Creative Planning225,206
0.0% of portfolio›$1.9M
Commonwealth Equity Services, LLC189,845
0.0% of portfolio›$1.6M
Allspring Global Investments Holdings, LLC171,508
0.0% of portfolio›$1.4M
Aviance Capital Partners, LLC137,518
0.1% of portfolio›$1.2M
CoreCap Advisors, LLC114,705
0.0% of portfolio›$969.3K
Kennedy Investment Group, Inc.109,343
0.3% of portfolio›$924.0K
Cambridge Investment Research Advisors, Inc.91,042
0.0% of portfolio›$769
Lido Advisors, LLC80,368
0.0% of portfolio›$679.1K
Independent Financial Group, LLC79,139
0.0% of portfolio›$668.7K
NWF Advisory Services Inc.64,250
0.1% of portfolio›$542.9K
Flagship Harbor Advisors, LLC63,804
0.0% of portfolio›$539.1K
Wedbush Securities Inc61,685
0.0% of portfolio›$521
Wealth Enhancement Advisory Services, LLC55,336
0.0% of portfolio›$465.9K
Matisse Capital50,078
0.2% of portfolio›$423.2K
Fifth Third Bancorp37,918
0.0% of portfolio›$320.4K
Fortitude Advisory Group L.L.C.36,756
0.1% of portfolio›$310.6K
Mallini Complete Financial Planning LLC33,769
0.2% of portfolio›$285.4K
Concurrent Investment Advisors, LLC27,603
0.0% of portfolio›$233.2K
Advisory Solutions Group, LLC26,906
0.0% of portfolio›$227.4K
Conning Inc.22,455
0.0% of portfolio›$189.7K
First Merchants Corp20,000
0.0% of portfolio›$169.0K
Virtue Asset Management LLC18,970
0.1% of portfolio›$160.3K
Lanark Financial, Inc.18,300
0.0% of portfolio›$154.6K
Quad-Cities Investment Group, LLC17,955
0.1% of portfolio›$151.7K
Bison Wealth, LLC17,850
0.0% of portfolio›$150.3K
Ashton Thomas Securities, LLC17,000
0.0% of portfolio›$143.7K
B. Riley Wealth Advisors, Inc.16,484
0.0% of portfolio›$139.3K
Oppenheimer & Co Inc16,425
0.0% of portfolio›$138.8K
Dudley Capital Management, LLC15,900
0.1% of portfolio›$134.4K
WealthTrust Asset Management, LLC15,590
0.1% of portfolio›$131.7K
Onyx Bridge Wealth Group LLC14,612
0.0% of portfolio›$123.5K
Future Financial Wealth Managment LLC14,201
0.1% of portfolio›$120.0K
Prospera Financial Services Inc13,282
0.0% of portfolio›$113.4K
Decision Investments, Inc12,100
0.1% of portfolio›$102.2K
Eastern Bank11,000
0.0% of portfolio›$93.0K
LexAurum Advisors, LLC10,970
0.0% of portfolio›$92.7K
Apollon Wealth Management, LLC10,435
0.0% of portfolio›$88.2K
Spire Wealth Management7,778
0.0% of portfolio›$65.7K
Barrett & Company, Inc.7,750
0.0% of portfolio›$74.1K
IFP Advisors, Inc5,813
0.0% of portfolio›$49.1K
Byrne Asset Management LLC4,750
0.0% of portfolio›$40.2K
City Holding Co3,500
0.0% of portfolio›$29.6K
Cape Investment Advisory, Inc.2,208
0.0% of portfolio›$18.7K
West Branch Capital LLC2,128
0.0% of portfolio›$18.0K
Farther Finance Advisors, LLC1,522
0.0% of portfolio›$12.9K
EverSource Wealth Advisors, LLC1,500
0.0% of portfolio›$12.7K
Highline Wealth Partners LLC1,000
0.0% of portfolio›$8.5K
Ares Financial Consulting, LLC614
0.0% of portfolio›$5.2K
James T. Borello RIA500
0.0% of portfolio›$4.2K
Concord Wealth Partners282
0.0% of portfolio›$2.4K
CX Institutional175
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Chicago Partners Investment Group LLC
1,014,383$8.5M0.2%GARPLowChicago, IL2026-10-27
Capital Investment Advisors, LLC
524,309$4.4M0.1%CoreLowAtlanta, GA2026-10-22
Cyndeo Wealth Partners, LLC
410,237$3.5M0.2%CoreMediumSt. Petersburg, FL2026-10-16
Kestra Advisory Services, LLC
352,631$3.0M0.0%CoreLowAustin, TX2026-11-02
Wolverine Asset Management LLC
297,321$2.5M0.0%Deep ValueVery HighChicago, IL2026-11-02
Thrivent Financial for Lutherans
237,187$2.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Shaker Financial Services, LLC
228,542$1.9M0.6%YieldHighArlington, VA2026-10-14
Creative Planning
225,206$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
189,845$1.6M0.0%ETFLowWaltham, MA2026-11-02
Allspring Global Investments Holdings, LLC
171,508$1.4M0.0%CoreMediumCharlotte, NC2026-11-04
Aviance Capital Partners, LLC
137,518$1.2M0.1%CoreLowNaples, FL2026-10-29
CoreCap Advisors, LLC
114,705$969.3K0.0%ETFMediumSouthfield, MI2026-10-08
Kennedy Investment Group, Inc.
109,343$924.0K0.3%GrowthLowWest Deptford, NJ2026-10-21
Cambridge Investment Research Advisors, Inc.
91,042$7690.0%ETFLowFairfield, IA2026-11-02
Lido Advisors, LLC
80,368$679.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Independent Financial Group, LLC
79,139$668.7K0.0%GrowthLowSan Diego, CA2026-10-13
NWF Advisory Services Inc.
64,250$542.9K0.1%GARPLowLos Angeles, CA2026-10-19
Flagship Harbor Advisors, LLC
63,804$539.1K0.0%ETFMediumBoston, MA2026-10-26
Wedbush Securities Inc
61,685$5210.0%CoreLowPasadena, CA2026-10-22
Wealth Enhancement Advisory Services, LLC
55,336$465.9K0.0%CoreLowPlymouth, MN2026-10-13
Matisse Capital
50,078$423.2K0.2%ValueMediumPortland, OR2026-10-29
Fifth Third Bancorp
37,918$320.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Fortitude Advisory Group L.L.C.
36,756$310.6K0.1%GrowthMediumGig Harbor, WA2026-10-15
Mallini Complete Financial Planning LLC
33,769$285.4K0.2%ETFMediumGainesville, FL2026-10-06
Concurrent Investment Advisors, LLC
27,603$233.2K0.0%GrowthMediumTampa, FL2026-10-16
Advisory Solutions Group, LLC
26,906$227.4K0.0%ETFN/APlymouth, MN2026-10-14
Conning Inc.
22,455$189.7K0.0%CoreMediumHartford, CT2026-10-27
First Merchants Corp
20,000$169.0K0.0%GrowthLowMuncie, IN2026-10-15
Virtue Asset Management LLC
18,970$160.3K0.1%CoreLowBarrington, IL2026-10-21
Lanark Financial, Inc.
18,300$154.6K0.0%CoreMediumBirmingham, AL2026-10-26
Quad-Cities Investment Group, LLC
17,955$151.7K0.1%CoreLowDavenport, IA2026-10-16
Bison Wealth, LLC
17,850$150.3K0.0%GrowthMediumAtlanta, GA2026-10-13
Ashton Thomas Securities, LLC
17,000$143.7K0.0%ETFMediumRochester, NY2026-10-26
B. Riley Wealth Advisors, Inc.
16,484$139.3K0.0%GrowthLowMemphis, TN2026-10-13
Oppenheimer & Co Inc
16,425$138.8K0.0%CoreLowNew York, NY2026-10-26
Dudley Capital Management, LLC
15,900$134.4K0.1%GrowthLowMiddleburg, VA2026-10-23
WealthTrust Asset Management, LLC
15,590$131.7K0.1%GARPMediumDestin, FL2026-10-22
Onyx Bridge Wealth Group LLC
14,612$123.5K0.0%ETFMediumTarrytown, NY2026-10-16
Future Financial Wealth Managment LLC
14,201$120.0K0.1%ETFMediumCincinnati, OH2026-10-15
Prospera Financial Services Inc
13,282$113.4K0.0%CoreMediumDallas, TX2026-11-04
Decision Investments, Inc
12,100$102.2K0.1%GrowthLowSan Diego, CA2026-10-07
Eastern Bank
11,000$93.0K0.0%GrowthMediumBoston, MA2026-10-05
LexAurum Advisors, LLC
10,970$92.7K0.0%ETFLowOverland Park, KS2026-10-19
Apollon Wealth Management, LLC
10,435$88.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Spire Wealth Management
7,778$65.7K0.0%GrowthMediumMclean, VA2026-10-30
Barrett & Company, Inc.
7,750$74.1K0.0%ETFLowProvidence, RI2026-10-22
IFP Advisors, Inc
5,813$49.1K0.0%GrowthLowTampa, FL2026-10-16
Byrne Asset Management LLC
4,750$40.2K0.0%CoreLowKingston, NJ2026-10-06
City Holding Co
3,500$29.6K0.0%CoreLowCharleston, WV2026-10-19
Cape Investment Advisory, Inc.
2,208$18.7K0.0%ETFLowMcdonough, GA2026-10-13
West Branch Capital LLC
2,128$18.0K0.0%GrowthVery LowAmherst, MA2026-10-20
Farther Finance Advisors, LLC
1,522$12.9K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
1,500$12.7K0.0%CoreMediumBirmingham, AL2026-11-04
Highline Wealth Partners LLC
1,000$8.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Ares Financial Consulting, LLC
614$5.2K0.0%CoreLowCalabasas, CA2026-10-19
James T. Borello RIA
500$4.2K0.0%ETFVery LowEast Dundee, IL2026-10-16
Concord Wealth Partners
282$2.4K0.0%GrowthLowAbingdon, VA2026-11-02
CX Institutional
175$10.0%CoreMediumAuburn, IN2026-10-02