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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,250 | $13.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,971 | $21.0K | 0.00% | −1,307−39.9% | Reduced |
| American Portfolios Advisors | 3,275 | $35.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,700 | $48.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 10,434 | $112.0K | 0.00% | −1,785−14.6% | Reduced |
| Wedbush Securities Inc | 13,115 | $141.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 14,684 | $158.0K | 0.12% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 15,281 | $164.0K | 0.02% | −840−5.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,503 | $188.0K | 0.00% | −725−4.0% | Reduced |
| Landscape Capital Management, L.L.C. | 17,832 | $192.0K | 0.03% | +17,832 | New |
| Qube Research & Technologies Ltd | 19,753 | $212.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Capital Investment Advisors, LLC | 20,827 | $224.0K | 0.01% | −692−3.2% | Reduced |
| Ameriprise Financial Inc | 21,272 | $229.0K | 0.00% | −21,349−50.1% | Reduced |
| Sigma Planning Corp | 22,566 | $243.0K | 0.01% | +2,006+9.8% | Added |
| Lloyd Park, LLC | 24,769 | $266.0K | 0.28% | +24,769 | New |
| Royal Bank of Canada | 31,112 | $334.0K | 0.00% | −2,006−6.1% | Reduced |
| Diligent Investors, LLC | 32,046 | $344.0K | 0.12% | +32,046 | New |
| Cornerstone Wealth Management, LLC | 33,312 | $358.0K | 0.04% | +5,605+20.2% | Added |
| AE Wealth Management LLC | 38,243 | $411.0K | 0.00% | −31,646−45.3% | Reduced |
| Wells Fargo & Company | 39,761 | $427.0K | 0.00% | +2,535+6.8% | Added |
| Riverbridge Partners LLC | 41,028 | $441.0K | 0.01% | +41,028 | New |
| Bank of America Corp | 41,384 | $445.0K | 0.00% | −93,031−69.2% | Reduced |
| Commonwealth Equity Services, LLC | 43,028 | $462.0K | 0.00% | +15,429+55.9% | Added |
| ELCO Management Co., LLC | 46,900 | $504.0K | 0.41% | 00.0% | Unchanged |
| LPL Financial LLC | 47,341 | $509.0K | 0.00% | +29+0.1% | Added |
| Fiera Capital Corp | 71,683 | $771.0K | 0.00% | +13,181+22.5% | Added |
| GWM Advisors LLC | 86,475 | $930.0K | 0.02% | −4,504−5.0% | Reduced |
| Advisor Group Holdings, Inc. | 91,088 | $979.0K | 0.00% | +14,515+19.0% | Added |
| Centaurus Financial, Inc. | 94,960 | $1.02M | 0.10% | −7,539−7.4% | Reduced |
| Clough Capital Partners L P | 98,700 | $1.06M | 0.14% | +98,700 | New |
| Invesco Ltd. | 172,022 | $1.85M | 0.00% | +43,012+33.3% | Added |
| First Trust Advisors LP | 175,098 | $1.88M | 0.00% | +440.0% | Added |
| Guggenheim Capital LLC | 192,609 | $2.07M | 0.02% | +64,600+50.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 269,134 | $2.89M | 0.01% | +269,134 | New |
| Morgan Stanley | 556,951 | $5.99M | 0.00% | +25,398+4.8% | Added |
| Sit Investment Associates Inc | 1,314,296 | $14.1M | 0.43% | −426,057−24.5% | Reduced |
| 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 |