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 $55.0M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Jun 30, 2021. 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
- 38
- −1 vs. Q1 2021
- Shares held
- 9.96M
- −1.21M (−10.8%) vs. Q1 2021
- Total value
- $132.2M
- −$14.8M (−10.1%) vs. Q1 2021
- New holders
- 10
- 10 more added
- Sold out
- 11
- 10 more reduced
Compare with Q1 2021: 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 | $55.0M |
| Q1 2026 | 44 | $53.6M |
| Q4 2025 | 43 | $52.9M |
| Q3 2025 | 44 | $53.7M |
| Q2 2025 | 42 | $51.1M |
| Q1 2025 | 42 | $49.3M |
| Q4 2024 | 45 | $48.1M |
| Q3 2024 | 44 | $46.6M |
| Q2 2024 | 43 | $44.9M |
| Q1 2024 | 47 | $44.8M |
| Q4 2023 | 45 | $43.4M |
| 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 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 540 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 500 | $7.00K | 0.00% | +500 | New |
| American Portfolios Advisors | 875 | $11.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 939 | $12.0K | 0.00% | +939 | New |
| Geneos Wealth Management Inc. | 1,250 | $16.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,608 | $48.0K | 0.00% | −2,848−44.1% | Reduced |
| Harbour Investments, Inc. | 3,606 | $48.0K | 0.00% | +659+22.4% | Added |
| Zazove Associates LLC | 4,000 | $53.0K | 0.00% | +4,000 | New |
| Winning Points Advisors, LLC | 10,300 | $137.0K | 0.10% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,426 | $138.0K | 0.00% | +10,426 | New |
| Apollon Wealth Management, LLC | 11,355 | $151.0K | 0.03% | 00.0% | Unchanged |
| Eaton Vance Management | 12,219 | $162.0K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 14,684 | $195.0K | 0.14% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 15,735 | $209.0K | 0.01% | −21,194−57.4% | Reduced |
| Kestra Advisory Services, LLC | 16,773 | $223.0K | 0.00% | +580+3.6% | Added |
| ELCO Management Co., LLC | 17,000 | $226.0K | 0.17% | +17,000 | New |
| Cambridge Investment Research Advisors, Inc. | 17,100 | $227.0K | 0.00% | +17,100 | New |
| CSS LLC | 20,987 | $278.0K | 0.01% | −7,559−26.5% | Reduced |
| Guggenheim Capital LLC | 22,190 | $294.0K | 0.00% | +22,190 | New |
| Commonwealth Equity Services, LLC | 22,678 | $300.0K | 0.00% | +458+2.1% | Added |
| Oppenheimer & Co Inc | 23,719 | $315.0K | 0.01% | +500+2.2% | Added |
| Royal Bank of Canada | 25,628 | $340.0K | 0.00% | +9,206+56.1% | Added |
| Capital Investment Advisors, LLC | 28,728 | $381.0K | 0.01% | +62+0.2% | Added |
| Strategic Capital Advisers, Inc. | 33,900 | $450.0K | 0.37% | 00.0% | Unchanged |
| LPL Financial LLC | 34,483 | $458.0K | 0.00% | −1,666−4.6% | Reduced |
| Fiera Capital Corp | 42,562 | $565.0K | 0.00% | +11,013+34.9% | Added |
| Mid Atlantic Financial Management Inc | 42,909 | $569.0K | 0.04% | +9,395+28.0% | Added |
| Barclays PLC | 41,642 | $569.0K | 0.00% | +41,642 | New |
| Advisor Group Holdings, Inc. | 62,310 | $827.0K | 0.00% | −1,888−2.9% | Reduced |
| Clough Capital Partners L P | 63,700 | $845.0K | 0.05% | +63,700 | New |
| Icon Advisers Inc | 103,120 | $1.37M | 0.22% | +103,120 | New |
| Bank of America Corp | 150,873 | $2.00M | 0.00% | −24,061−13.8% | Reduced |
| First Trust Advisors LP | 162,080 | $2.15M | 0.00% | +9,570+6.3% | Added |
| Invesco Ltd. | 220,911 | $2.93M | 0.00% | +8,931+4.2% | Added |
| Morgan Stanley | 426,647 | $5.66M | 0.00% | −12,200−2.8% | Reduced |
| Relative Value Partners Group, LLC | 442,149 | $5.87M | 0.46% | −930,381−67.8% | Reduced |
| Wells Fargo & Company | 786,852 | $10.4M | 0.00% | −56,524−6.7% | Reduced |
| Sit Investment Associates Inc | 7,061,024 | $93.7M | 2.32% | −109,042−1.5% | Reduced |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −184,887−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −95,386−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −22,067−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −16,599−100.0% | Sold out |
| Shepherd Kaplan Krochuk, LLC | 0 | $0 | 0.00% | −11,720−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,498−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −11,027−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,287−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |