Capital Investment Advisors, LLC EVV — Eaton Vance Ltd Duration

Ownership history in Capital Investment Advisors, LLC  ·  50 quarters on record

AI Ownership Summary

Capital Investment Advisors, LLC reported Eaton Vance Ltd Duration (EVV) in 50 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.97% in 2025 Q2. The latest visible filing shows EVV at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Investment Advisors, LLC's position in Eaton Vance Ltd Duration, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EVV was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EVV stock page Capital Investment Advisors, LLC fund profile Capital Investment Advisors, LLC full holdings
How Capital Investment Advisors, LLC held EVV — position size vs. price
% of Fund (quarterly)    EVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11.9% +1.1% ❌ 629,405 -84,660 -11.9% 0.10% $5.9M 2026-04-16 $9.28
2025 Q4 REDUCED 12.0% -2.5% ✅ 714,065 -97,417 -12.0% 0.11% $7.1M 2026-01-13 $9.49
2025 Q3 ADDED — — — 811,482 +811,482 — 0.14% $8.2M 2025-10-23 $9.40
2025 Q2 REDUCED 100.0% +0.8% ❌ — -924,034 -100.0% 0.97% $882K 2025-07-15 $9.33
2025 Q1 ADDED — — — 924,034 +24,424 +2.7% 0.18% $9.2M 2025-04-14 $8.48
2024 Q4 ADDED — — — 899,610 +68,990 +8.3% 0.18% $8.8M 2025-01-13 $8.65
2024 Q3 ADDED — — — 830,620 +51,372 +6.6% 0.18% $8.7M 2024-10-17 $8.80
2024 Q2 ADDED — — — 779,248 +50,955 +7.0% 0.17% $7.6M 2024-07-12 $8.27
2024 Q1 ADDED — — — 728,293 +695,103 +2094.3% 0.17% $7.1M 2024-04-15 $7.58
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EVV

As of 2026 Q2 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 0.68% MELFA WEALTH MANAGEMENT, INC. 3Y 0.5% KENNEDY INVESTMENT GROUP, INC. 3Y 0.35% Future Financial Wealth Managment LLC 3Y 0.24% Mallini Complete Financial Planning LLC 0.23% VIRTUE ASSET MANAGEMENT LLC 0.19% Chicago Partners Investment Group LLC 3Y 7Y 0.19% Cyndeo Wealth Partners, LLC 3Y 0.17% Aviance Capital Partners, LLC 3Y 7Y 0.14% Fortitude Advisory Group L.L.C. 3Y 0.13%

FAQ About Capital Investment Advisors, LLC and EVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Investment Advisors, LLC reported owning EVV?

Capital Investment Advisors, LLC reported EVV across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EVV position in Capital Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for EVV was 0.97% in 2025 Q2.

What is the latest reported EVV position on this page?

The most recent filing on this page is 2026 Q1, when Capital Investment Advisors, LLC reported 629,405 shares, equal to 0.10% of portfolio, with an estimated market value of $5.9M.

What does the chart on this EVV ownership page compare?

The chart compares Capital Investment Advisors, LLC's quarterly EVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capital Investment Advisors, LLC time their EVV position?

Based on 13F filing dates vs. subsequent EVV price moves, Capital Investment Advisors, LLC correctly timed 25 out of 47 reported position changes (53%). The annualised alpha on EVV relative to SPY over the holding period was -7.6%.

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