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 2022
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Jun 30, 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
- 39
- +2 vs. Q1 2022
- Shares held
- 3.77M
- +13.8K (+0.4%) vs. Q1 2022
- Total value
- $40.5M
- −$2.92M (−6.7%) vs. Q1 2022
- New holders
- 6
- 12 more added
- Sold out
- 4
- 13 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,314,296 | $14.1M | 0.43% | −426,057−24.5% | Reduced |
| Morgan Stanley | 556,951 | $5.99M | 0.00% | +25,398+4.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 269,134 | $2.89M | 0.01% | +269,134 | New |
| Guggenheim Capital LLC | 192,609 | $2.07M | 0.02% | +64,600+50.5% | Added |
| First Trust Advisors LP | 175,098 | $1.88M | 0.00% | +440.0% | Added |
| Invesco Ltd. | 172,022 | $1.85M | 0.00% | +43,012+33.3% | Added |
| Clough Capital Partners L P | 98,700 | $1.06M | 0.14% | +98,700 | New |
| Centaurus Financial, Inc. | 94,960 | $1.02M | 0.10% | −7,539−7.4% | Reduced |
| Advisor Group Holdings, Inc. | 91,088 | $979.0K | 0.00% | +14,515+19.0% | Added |
| GWM Advisors LLC | 86,475 | $930.0K | 0.02% | −4,504−5.0% | Reduced |
| Fiera Capital Corp | 71,683 | $771.0K | 0.00% | +13,181+22.5% | Added |
| LPL Financial LLC | 47,341 | $509.0K | 0.00% | +29+0.1% | Added |
| ELCO Management Co., LLC | 46,900 | $504.0K | 0.41% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 43,028 | $462.0K | 0.00% | +15,429+55.9% | Added |
| Bank of America Corp | 41,384 | $445.0K | 0.00% | −93,031−69.2% | Reduced |
| Riverbridge Partners LLC | 41,028 | $441.0K | 0.01% | +41,028 | New |
| Wells Fargo & Company | 39,761 | $427.0K | 0.00% | +2,535+6.8% | Added |
| AE Wealth Management LLC | 38,243 | $411.0K | 0.00% | −31,646−45.3% | Reduced |
| Cornerstone Wealth Management, LLC | 33,312 | $358.0K | 0.04% | +5,605+20.2% | Added |
| Diligent Investors, LLC | 32,046 | $344.0K | 0.12% | +32,046 | New |
| Royal Bank of Canada | 31,112 | $334.0K | 0.00% | −2,006−6.1% | Reduced |
| Lloyd Park, LLC | 24,769 | $266.0K | 0.28% | +24,769 | New |
| Sigma Planning Corp | 22,566 | $243.0K | 0.01% | +2,006+9.8% | Added |
| Ameriprise Financial Inc | 21,272 | $229.0K | 0.00% | −21,349−50.1% | Reduced |
| Capital Investment Advisors, LLC | 20,827 | $224.0K | 0.01% | −692−3.2% | Reduced |
| Capital Market Strategies LLC | 20,714 | $223.0K | 0.23% | −1,800−8.0% | Reduced |
| Stifel Financial Corp | 20,766 | $223.0K | 0.00% | +3,900+23.1% | Added |
| Qube Research & Technologies Ltd | 19,753 | $212.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 17,832 | $192.0K | 0.03% | +17,832 | New |
| Cambridge Investment Research Advisors, Inc. | 17,503 | $188.0K | 0.00% | −725−4.0% | Reduced |
| SeaCrest Wealth Management, LLC | 15,281 | $164.0K | 0.02% | −840−5.2% | Reduced |
| Pointe Capital Management LLC | 14,684 | $158.0K | 0.12% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,115 | $141.0K | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 10,434 | $112.0K | 0.00% | −1,785−14.6% | Reduced |
| IFP Advisors, Inc | 3,700 | $48.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,275 | $35.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,971 | $21.0K | 0.00% | −1,307−39.9% | Reduced |
| Geneos Wealth Management Inc. | 1,250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −31,345−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −17,310−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −17,254−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −750−100.0% | Sold out |