STOCK TITAN

Eaton Vance Fund: Two Firms Each Report 7.7% Stake

The reported 7.7% ownership is measured against 116,203,460 shares outstanding as of March 31, 2026.

(Moderate)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
SCHEDULE 13D/A

Rhea-AI Filing Summary

For Eaton Vance Ltd Duration Income Fund (EVV), Sit Investment Associates Inc. and Sit Fixed Income Advisors II LLC each reported beneficial ownership of 8,910,779 common shares, equal to 7.7% of the class, with shared voting and dispositive power. The percentage is based on 116,203,460 shares outstanding as of March 31, 2026.

The reporting persons stated that none of their client accounts owned more than 5% of the outstanding shares, and that none of their directors or executive officers owned shares directly.

Beneficially owned shares per reporting person 8,910,779 shares Reported by both Sit Investment Associates Inc. and Sit Fixed Income Advisors II LLC
Percentage of class beneficially owned 7.7% Reported by each reporting person
Shares outstanding 116,203,460 shares As of March 31, 2026; used as the basis for the reported ownership percentage
beneficially owned regulatory
"aggregate amount beneficially owned by each reporting person"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power regulatory
"shared voting power: 8,910,779"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power regulatory
"shared dispositive power: 8,910,779"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many EVV shares did the reporting persons report owning?

Each of Sit Investment Associates Inc. and Sit Fixed Income Advisors II LLC reported beneficial ownership of 8,910,779 EVV common shares, representing 7.7% of the class. The percentage is based on 116,203,460 shares outstanding as of March 31, 2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





27828H105

(CUSIP Number)
Paul E. Rasmussen
80 South Eighth Street, Suite 3300
Minneapolis, MN, 55402-4130
612-332-3223

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
09/28/2026

(Date of Event Which Requires Filing of This Statement)


If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).




schemaVersion:


SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D


SIT INVESTMENT ASSOCIATES INC
Signature:Paul Rasmussen
Name/Title:Paul Rasmussen Vice President
Date:09/29/2026
SIT FIXED INCOME ADVISORS II LLC /ADV
Signature:Paul Rasmussen
Name/Title:Paul Rasmussen Vice President
Date:09/29/2026

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