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Sit entities disclose 6.6% EVV stake in Eaton Vance Limited Duration Income Fund

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13D/A

Rhea-AI Filing Summary

Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC filed Amendment No. 1 to their Schedule 13D on Eaton Vance Limited Duration Income Fund. They report beneficial ownership of 7,640,602 common shares, representing 6.6% of the fund’s outstanding shares.

The percentage is based on 116,203,460 shares outstanding as of September 30, 2025, as reported in the fund’s Form N-CSRS. The Sit entities have shared voting and dispositive power over these shares held in client accounts, while no single client account holds more than 5% and none of their directors or executive officers own shares directly.

Positive

  • None.

Negative

  • None.





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)
03/09/2026

(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).






SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D


Sit Investment Associates, Inc.
Signature:/s/ Roger J. Sit
Name/Title:Roger J. Sit, Chairman & CEO
Date:03/10/2026
Sit Fixed Income Advisors II, LLC
Signature:/s/ Roger J. Sit
Name/Title:Roger J. Sit, Chairman & CEO
Date:03/10/2026

FAQ

What stake did Sit entities report in Eaton Vance Limited Duration Income Fund (EVV)?

Sit entities reported beneficial ownership of 7,640,602 common shares of Eaton Vance Limited Duration Income Fund, representing 6.6% of outstanding shares. These shares are held in client accounts, with Sit entities exercising shared voting and dispositive power over the positions disclosed in the amendment.

How was the 6.6% ownership in EVV calculated by Sit entities?

The 6.6% ownership figure is based on 7,640,602 shares beneficially owned compared with 116,203,460 shares outstanding as of September 30, 2025. The outstanding share count comes from Eaton Vance Limited Duration Income Fund’s Form N-CSRS referenced in the Schedule 13D amendment filing.

Do any Sit clients or insiders individually own more than 5% of EVV shares?

According to the filing, none of Sit Investment Associates’ or Sit Fixed Income Advisors’ client accounts own more than 5% of Eaton Vance Limited Duration Income Fund’s outstanding shares. The filing also states that none of their directors or executive officers directly own shares of the fund.

What voting and dispositive powers do Sit entities report over EVV shares?

The Sit entities report shared voting power over 7,640,602 shares and shared dispositive power over the same amount. They report zero sole voting and sole dispositive power, reflecting that decisions are made on a shared basis for client accounts rather than as exclusive authority.

What is the purpose of Amendment No. 1 to the Schedule 13D for EVV?

Amendment No. 1 updates and supplements the original Schedule 13D filed October 20, 2025, regarding Eaton Vance Limited Duration Income Fund common stock. It restates current beneficial ownership, percentage of class, and related details, while leaving other items from the original filing unchanged except as specifically amended.

What information is contained in Exhibit A to the Sit entities’ Schedule 13D amendment?

Exhibit A provides a schedule of transactions in Eaton Vance Limited Duration Income Fund shares by the Sit entities during the past 60 days. It itemizes recent trading activity related to the reported beneficial ownership, complementing the aggregate position and percentage disclosed in the main body of the amendment.
EV Limited Duration Income

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