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, Q4 2021
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Dec 31, 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
- 36
- +2 vs. Q3 2021
- Shares held
- 4.34M
- −267.5K (−5.8%) vs. Q3 2021
- Total value
- $57.5M
- −$3.96M (−6.4%) vs. Q3 2021
- New holders
- 9
- 15 more added
- Sold out
- 7
- 7 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,578,478 | $34.2M | 0.80% | −418,919−14.0% | Reduced |
| Morgan Stanley | 471,550 | $6.26M | 0.00% | +58,793+14.2% | Added |
| First Trust Advisors LP | 166,112 | $2.20M | 0.00% | +1,295+0.8% | Added |
| Bank of America Corp | 137,543 | $1.82M | 0.00% | +118+0.1% | Added |
| Invesco Ltd. | 134,829 | $1.79M | 0.00% | +3,860+2.9% | Added |
| Centaurus Financial, Inc. | 94,324 | $1.25M | 0.09% | +28,505+43.3% | Added |
| Guggenheim Capital LLC | 84,926 | $1.13M | 0.01% | +25,555+43.0% | Added |
| GWM Advisors LLC | 83,379 | $1.11M | 0.02% | +83,379 | New |
| Advisor Group Holdings, Inc. | 67,019 | $890.0K | 0.00% | +3,777+6.0% | Added |
| ELCO Management Co., LLC | 46,900 | $622.0K | 0.44% | −1,032−2.2% | Reduced |
| LPL Financial LLC | 44,883 | $596.0K | 0.00% | +8,900+24.7% | Added |
| Fiera Capital Corp | 43,814 | $581.0K | 0.00% | +1,252+2.9% | Added |
| Wells Fargo & Company | 38,083 | $505.0K | 0.00% | −125,501−76.7% | Reduced |
| Ameriprise Financial Inc | 37,616 | $499.0K | 0.00% | +17,372+85.8% | Added |
| Royal Bank of Canada | 28,472 | $378.0K | 0.00% | +1,639+6.1% | Added |
| Commonwealth Equity Services, LLC | 28,449 | $377.0K | 0.00% | +6,989+32.6% | Added |
| Capital Market Strategies LLC | 24,014 | $319.0K | 0.26% | +24,014 | New |
| Winning Points Advisors, LLC | 22,995 | $311.0K | 0.23% | +22,995 | New |
| Cornerstone Wealth Management, LLC | 23,186 | $308.0K | 0.03% | +6,994+43.2% | Added |
| Capital Investment Advisors, LLC | 21,186 | $281.0K | 0.01% | −1,414−6.3% | Reduced |
| Qube Research & Technologies Ltd | 19,753 | $262.0K | 0.00% | +19,753 | New |
| San Luis Wealth Advisors LLC | 17,310 | $230.0K | 0.23% | +17,310 | New |
| Apollon Wealth Management, LLC | 17,254 | $229.0K | 0.02% | +1,482+9.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,081 | $227.0K | 0.00% | −4,499−20.8% | Reduced |
| Strategic Capital Advisers, Inc. | 16,080 | $213.0K | 0.15% | 00.0% | Unchanged |
| Raymond James & Associates | 15,806 | $210.0K | 0.00% | +15,806 | New |
| Pointe Capital Management LLC | 14,684 | $195.0K | 0.12% | 00.0% | Unchanged |
| Eaton Vance Management | 12,219 | $162.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,930 | $145.0K | 0.00% | +10,930 | New |
| UBS Group AG | 6,312 | $84.0K | 0.00% | +938+17.5% | Added |
| Confluence Wealth Services, Inc. | 1,786 | $23.0K | 0.01% | +1,786 | New |
| Geneos Wealth Management Inc. | 1,250 | $16.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 875 | $11.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 600 | $8.00K | 0.00% | −3,083−83.7% | Reduced |
| NEXT Financial Group, Inc | 300 | $4.00K | 0.00% | −240−44.4% | Reduced |
| Northern Trust Corp | 10,025 | $1.00K | 0.00% | +10,025 | New |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −21,552−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −19,753−100.0% | Sold out |
| Paradigm Financial Advisors, LLC | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,402−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −13,341−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |