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, Q1 2022
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Mar 31, 2022. 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
- 37
- +3 vs. Q4 2021
- Shares held
- 3.75M
- −585.6K (−13.5%) vs. Q4 2021
- Total value
- $43.4M
- −$14.0M (−24.4%) vs. Q4 2021
- New holders
- 8
- 15 more added
- Sold out
- 5
- 7 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,740,353 | $20.1M | 0.54% | −838,125−32.5% | Reduced |
| Morgan Stanley | 531,553 | $6.14M | 0.00% | +60,003+12.7% | Added |
| First Trust Advisors LP | 175,054 | $2.02M | 0.00% | +8,942+5.4% | Added |
| Bank of America Corp | 134,415 | $1.55M | 0.00% | −3,128−2.3% | Reduced |
| Invesco Ltd. | 129,010 | $1.49M | 0.00% | −5,819−4.3% | Reduced |
| Guggenheim Capital LLC | 128,009 | $1.48M | 0.01% | +43,083+50.7% | Added |
| Centaurus Financial, Inc. | 102,499 | $1.19M | 0.09% | +8,175+8.7% | Added |
| GWM Advisors LLC | 90,979 | $1.05M | 0.02% | +7,600+9.1% | Added |
| Advisor Group Holdings, Inc. | 76,573 | $886.0K | 0.00% | +9,554+14.3% | Added |
| AE Wealth Management LLC | 69,889 | $808.0K | 0.01% | +69,889 | New |
| Fiera Capital Corp | 58,502 | $676.0K | 0.00% | +14,688+33.5% | Added |
| LPL Financial LLC | 47,312 | $547.0K | 0.00% | +2,429+5.4% | Added |
| ELCO Management Co., LLC | 46,900 | $542.0K | 0.37% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 42,621 | $493.0K | 0.00% | +5,005+13.3% | Added |
| Wells Fargo & Company | 37,226 | $430.0K | 0.00% | −857−2.3% | Reduced |
| Royal Bank of Canada | 33,118 | $382.0K | 0.00% | +4,646+16.3% | Added |
| Shaker Financial Services, LLC | 31,345 | $362.0K | 0.14% | +31,345 | New |
| Cornerstone Wealth Management, LLC | 27,707 | $320.0K | 0.03% | +4,521+19.5% | Added |
| Commonwealth Equity Services, LLC | 27,599 | $319.0K | 0.00% | −850−3.0% | Reduced |
| Capital Market Strategies LLC | 22,514 | $260.0K | 0.22% | −1,500−6.2% | Reduced |
| Capital Investment Advisors, LLC | 21,519 | $249.0K | 0.01% | +333+1.6% | Added |
| Sigma Planning Corp | 20,560 | $238.0K | 0.01% | +20,560 | New |
| San Luis Wealth Advisors LLC | 17,310 | $230.0K | 0.11% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 19,753 | $228.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 18,228 | $211.0K | 0.00% | +1,147+6.7% | Added |
| Apollon Wealth Management, LLC | 17,254 | $199.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,866 | $195.0K | 0.00% | +5,936+54.3% | Added |
| SeaCrest Wealth Management, LLC | 16,121 | $186.0K | 0.02% | +16,121 | New |
| Pointe Capital Management LLC | 14,684 | $170.0K | 0.11% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,115 | $152.0K | 0.01% | +13,115 | New |
| Eaton Vance Management | 12,219 | $141.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,700 | $48.0K | 0.00% | +3,700 | New |
| UBS Group AG | 3,278 | $38.0K | 0.00% | −3,034−48.1% | Reduced |
| American Portfolios Advisors | 3,275 | $37.9K | 0.00% | +2,400+274.3% | Added |
| Geneos Wealth Management Inc. | 1,250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 750 | $9.00K | 0.00% | +750 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $6.00K | 0.00% | +500 | New |
| Winning Points Advisors, LLC | 0 | $0 | 0.00% | −22,995−100.0% | Sold out |
| Strategic Capital Advisers, Inc. | 0 | $0 | 0.00% | −16,080−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −15,806−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −10,025−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |