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, Q3 2021
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Sep 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
- 35
- −3 vs. Q2 2021
- Shares held
- 4.67M
- −5.29M (−53.1%) vs. Q2 2021
- Total value
- $62.2M
- −$70.0M (−52.9%) vs. Q2 2021
- New holders
- 7
- 12 more added
- Sold out
- 10
- 10 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,997,397 | $40.0M | 1.03% | −4,063,627−57.6% | Reduced |
| Morgan Stanley | 412,757 | $5.50M | 0.00% | −13,890−3.3% | Reduced |
| First Trust Advisors LP | 164,817 | $2.20M | 0.00% | +2,737+1.7% | Added |
| Wells Fargo & Company | 163,584 | $2.18M | 0.00% | −623,268−79.2% | Reduced |
| Bank of America Corp | 137,425 | $1.83M | 0.00% | −13,448−8.9% | Reduced |
| Invesco Ltd. | 130,969 | $1.75M | 0.00% | −89,942−40.7% | Reduced |
| Centaurus Financial, Inc. | 65,819 | $877.0K | 0.07% | +65,819 | New |
| Advisor Group Holdings, Inc. | 63,242 | $843.0K | 0.00% | +932+1.5% | Added |
| Mid Atlantic Financial Management Inc | 59,784 | $797.0K | 0.05% | +16,875+39.3% | Added |
| Guggenheim Capital LLC | 59,371 | $791.0K | 0.00% | +37,181+167.6% | Added |
| ELCO Management Co., LLC | 47,932 | $639.0K | 0.49% | +30,932+182.0% | Added |
| Fiera Capital Corp | 42,562 | $567.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 35,983 | $480.0K | 0.00% | +1,500+4.3% | Added |
| Royal Bank of Canada | 26,833 | $358.0K | 0.00% | +1,205+4.7% | Added |
| Capital Investment Advisors, LLC | 22,600 | $301.0K | 0.01% | −6,128−21.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,580 | $288.0K | 0.00% | +4,480+26.2% | Added |
| Kestra Advisory Services, LLC | 21,552 | $287.0K | 0.00% | +4,779+28.5% | Added |
| Commonwealth Equity Services, LLC | 21,460 | $286.0K | 0.00% | −1,218−5.4% | Reduced |
| Ameriprise Financial Inc | 20,244 | $270.0K | 0.00% | +20,244 | New |
| Barclays PLC | 19,753 | $266.0K | 0.00% | −21,889−52.6% | Reduced |
| Cornerstone Wealth Management, LLC | 16,192 | $216.0K | 0.02% | +16,192 | New |
| Strategic Capital Advisers, Inc. | 16,080 | $214.0K | 0.17% | −17,820−52.6% | Reduced |
| Paradigm Financial Advisors, LLC | 15,800 | $211.0K | 0.05% | +15,800 | New |
| Apollon Wealth Management, LLC | 15,772 | $210.0K | 0.03% | +4,417+38.9% | Added |
| Pointe Capital Management LLC | 14,684 | $196.0K | 0.14% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,402 | $192.0K | 0.00% | +14,402 | New |
| Oppenheimer & Co Inc | 13,341 | $178.0K | 0.00% | −10,378−43.8% | Reduced |
| Eaton Vance Management | 12,219 | $163.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,374 | $72.0K | 0.00% | +1,766+48.9% | Added |
| Harbour Investments, Inc. | 3,683 | $49.0K | 0.00% | +77+2.1% | Added |
| Geneos Wealth Management Inc. | 1,250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,218 | $16.0K | 0.00% | +1,218 | New |
| American Portfolios Advisors | 875 | $11.7K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 540 | $7.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 244 | $3.00K | 0.00% | +244 | New |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −442,149−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −103,120−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −63,700−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −20,987−100.0% | Sold out |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −15,735−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,426−100.0% | Sold out |
| Winning Points Advisors, LLC | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Zazove Associates LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −939−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |