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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 10,025 | $1.00K | 0.00% | +10,025 | New |
| NEXT Financial Group, Inc | 300 | $4.00K | 0.00% | −240−44.4% | Reduced |
| Harbour Investments, Inc. | 600 | $8.00K | 0.00% | −3,083−83.7% | Reduced |
| American Portfolios Advisors | 875 | $11.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,786 | $23.0K | 0.01% | +1,786 | New |
| UBS Group AG | 6,312 | $84.0K | 0.00% | +938+17.5% | Added |
| Stifel Financial Corp | 10,930 | $145.0K | 0.00% | +10,930 | New |
| Eaton Vance Management | 12,219 | $162.0K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 14,684 | $195.0K | 0.12% | 00.0% | Unchanged |
| Raymond James & Associates | 15,806 | $210.0K | 0.00% | +15,806 | New |
| Strategic Capital Advisers, Inc. | 16,080 | $213.0K | 0.15% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,081 | $227.0K | 0.00% | −4,499−20.8% | Reduced |
| Apollon Wealth Management, LLC | 17,254 | $229.0K | 0.02% | +1,482+9.4% | Added |
| San Luis Wealth Advisors LLC | 17,310 | $230.0K | 0.23% | +17,310 | New |
| Qube Research & Technologies Ltd | 19,753 | $262.0K | 0.00% | +19,753 | New |
| Capital Investment Advisors, LLC | 21,186 | $281.0K | 0.01% | −1,414−6.3% | Reduced |
| Cornerstone Wealth Management, LLC | 23,186 | $308.0K | 0.03% | +6,994+43.2% | Added |
| Winning Points Advisors, LLC | 22,995 | $311.0K | 0.23% | +22,995 | New |
| Capital Market Strategies LLC | 24,014 | $319.0K | 0.26% | +24,014 | New |
| Commonwealth Equity Services, LLC | 28,449 | $377.0K | 0.00% | +6,989+32.6% | Added |
| Royal Bank of Canada | 28,472 | $378.0K | 0.00% | +1,639+6.1% | Added |
| Ameriprise Financial Inc | 37,616 | $499.0K | 0.00% | +17,372+85.8% | Added |
| Wells Fargo & Company | 38,083 | $505.0K | 0.00% | −125,501−76.7% | Reduced |
| Fiera Capital Corp | 43,814 | $581.0K | 0.00% | +1,252+2.9% | Added |
| LPL Financial LLC | 44,883 | $596.0K | 0.00% | +8,900+24.7% | Added |
| ELCO Management Co., LLC | 46,900 | $622.0K | 0.44% | −1,032−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 67,019 | $890.0K | 0.00% | +3,777+6.0% | Added |
| GWM Advisors LLC | 83,379 | $1.11M | 0.02% | +83,379 | New |
| Guggenheim Capital LLC | 84,926 | $1.13M | 0.01% | +25,555+43.0% | Added |
| Centaurus Financial, Inc. | 94,324 | $1.25M | 0.09% | +28,505+43.3% | Added |
| Invesco Ltd. | 134,829 | $1.79M | 0.00% | +3,860+2.9% | Added |
| Bank of America Corp | 137,543 | $1.82M | 0.00% | +118+0.1% | Added |
| First Trust Advisors LP | 166,112 | $2.20M | 0.00% | +1,295+0.8% | Added |
| Morgan Stanley | 471,550 | $6.26M | 0.00% | +58,793+14.2% | Added |
| Sit Investment Associates Inc | 2,578,478 | $34.2M | 0.80% | −418,919−14.0% | Reduced |
| 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 |