Eaton Vance Short Duration Diversified Income Fund
EVG- Exchange
- NYSE
- SEC CIK
- 0001287498
No open-market purchases or sales by Eaton Vance Short Duration Diversified Income Fund insiders were filed in the last 90 days; 41 institutions reported holding it in 13F filings for Q2 2026, worth $55.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 41
- −2 vs. Q1 2026
- Shares held
- 5.15M
- +168.1K (+3.4%) vs. Q1 2026
- Total value
- $55.6M
- +$2.24M (+4.2%) vs. Q1 2026
- New holders
- 2
- 20 more added
- Sold out
- 4
- 16 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 41 | $55.6M |
| Q1 2026 | 44 | $53.6M |
| Q4 2025 | 43 | $52.9M |
| Q3 2025 | 44 | $53.7M |
| Q2 2025 | 42 | $51.7M |
| Q1 2025 | 42 | $49.3M |
| Q4 2024 | 45 | $48.1M |
| Q3 2024 | 44 | $93.0M |
| Q2 2024 | 43 | $44.9M |
| Q1 2024 | 47 | $53.7M |
| Q4 2023 | 45 | $49.0M |
| Q3 2023 | 45 | $41.2M |
| Q2 2023 | 47 | $37.1M |
| Q1 2023 | 45 | $38.0M |
| Q4 2022 | 46 | $36.1M |
| Q3 2022 | 42 | $35.8M |
| Q2 2022 | 39 | $40.5M |
| Q1 2022 | 37 | $43.4M |
| Q4 2021 | 36 | $57.5M |
| Q3 2021 | 35 | $62.2M |
| Q2 2021 | 38 | $132.2M |
| Q1 2021 | 39 | $147.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,827,591 | $19.8M | 0.00% | +165,233+9.9% | Added |
| Sit Investment Associates Inc | 764,074 | $8.24M | 0.16% | +1,709+0.2% | Added |
| Guggenheim Capital LLC | 347,294 | $3.74M | 0.02% | −11,126−3.1% | Reduced |
| Morgan Stanley | 328,108 | $3.54M | 0.00% | −28,079−7.9% | Reduced |
| Invesco Ltd. | 228,760 | $2.47M | 0.00% | +34,743+17.9% | Added |
| Advisor Group Holdings, Inc. | 173,144 | $1.87M | 0.00% | +26,260+17.9% | Added |
| First Trust Advisors LP | 130,014 | $1.40M | 0.00% | +1,938+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 122,562 | $1.32M | 0.00% | +60,865+98.7% | Added |
| AE Wealth Management LLC | 120,530 | $1.30M | 0.01% | +14,066+13.2% | Added |
| Fiera Capital Corp | 115,563 | $1.25M | 0.00% | +3,150+2.8% | Added |
| Cetera Investment Advisers | 99,269 | $1.07M | 0.00% | −23,681−19.3% | Reduced |
| LPL Financial LLC | 85,766 | $924.6K | 0.00% | −1,856−2.1% | Reduced |
| Raymond James Financial Inc | 84,720 | $913.3K | 0.00% | +60,482+249.5% | Added |
| Advisors Asset Management, Inc. | 81,816 | $882.0K | 0.01% | −37,464−31.4% | Reduced |
| Equitable Holdings, Inc. | 64,145 | $691.5K | 0.00% | +8,564+15.4% | Added |
| Shaker Financial Services, LLC | 63,944 | $689.3K | 0.22% | −60,369−48.6% | Reduced |
| Royal Bank of Canada | 53,151 | $573.0K | 0.00% | +1,400+2.7% | Added |
| Wells Fargo & Company | 50,785 | $547.5K | 0.00% | −520−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 36,474 | $393.2K | 0.00% | −2,092−5.4% | Reduced |
| Diligent Investors, LLC | 35,597 | $383.7K | 0.09% | −3,697−9.4% | Reduced |
| Envestnet Asset Management Inc | 34,972 | $377.0K | 0.00% | +7,083+25.4% | Added |
| Post Resch Tallon Group Inc. | 34,607 | $373.1K | 0.26% | +6,924+25.0% | Added |
| Calamos Advisors LLC | 33,463 | $360.7K | 0.00% | −15,874−32.2% | Reduced |
| GWM Advisors LLC | 29,900 | $322.3K | 0.00% | −1,400−4.5% | Reduced |
| Bank of America Corp | 27,576 | $297.3K | 0.00% | −14,071−33.8% | Reduced |
| Cornerstone Wealth Management, LLC | 25,714 | $277.2K | 0.01% | −4,597−15.2% | Reduced |
| Melfa Wealth Management, LLC | 25,542 | $275.3K | 0.15% | −103−0.4% | Reduced |
| FSA Advisors, Inc. | 24,746 | $266.8K | 0.12% | −4,431−15.2% | Reduced |
| Stifel Financial Corp | 14,964 | $161.3K | 0.00% | +197+1.3% | Added |
| Sowell Financial Services LLC | 14,463 | $155.9K | 0.01% | +293+2.1% | Added |
| Resurgent Financial Advisors LLC | 13,520 | $145.7K | 0.04% | +1,371+11.3% | Added |
| Van Diest Capital, LLC | 12,052 | $129.9K | 0.12% | +12,052 | New |
| Wedbush Securities Inc | 11,715 | $126.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 11,650 | $125.6K | 0.00% | +1,000+9.4% | Added |
| Dynamic Advisor Solutions LLC | 10,081 | $108.7K | 0.00% | +10,081 | New |
| CoreCap Advisors, LLC | 5,000 | $53.9K | 0.00% | +1,400+38.9% | Added |
| Harbour Investments, Inc. | 4,752 | $51.2K | 0.00% | +97+2.1% | Added |
| Barrett & Company, Inc. | 3,000 | $32.3K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 2,282 | $24.6K | 0.00% | −205−8.2% | Reduced |
| SRS Capital Advisors, Inc. | 800 | $8.62K | 0.00% | +563+237.6% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,126−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,322−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bey-Douglas LLC | – | – | – | – | Not filed |