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, Q3 2022
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Sep 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
- 42
- +3 vs. Q2 2022
- Shares held
- 3.65M
- −116.4K (−3.1%) vs. Q2 2022
- Total value
- $35.8M
- −$4.71M (−11.6%) vs. Q2 2022
- New holders
- 6
- 11 more added
- Sold out
- 3
- 17 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,108,681 | $10.9M | 0.32% | −205,615−15.6% | Reduced |
| Morgan Stanley | 548,754 | $5.38M | 0.00% | −8,197−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 391,857 | $3.84M | 0.01% | +122,723+45.6% | Added |
| Guggenheim Capital LLC | 206,308 | $2.02M | 0.02% | +13,699+7.1% | Added |
| Advisor Group Holdings, Inc. | 180,916 | $1.77M | 0.00% | +89,828+98.6% | Added |
| First Trust Advisors LP | 164,664 | $1.61M | 0.00% | −10,434−6.0% | Reduced |
| Invesco Ltd. | 120,225 | $1.18M | 0.00% | −51,797−30.1% | Reduced |
| Centaurus Financial, Inc. | 88,993 | $872.0K | 0.09% | −5,967−6.3% | Reduced |
| GWM Advisors LLC | 83,575 | $819.0K | 0.01% | −2,900−3.4% | Reduced |
| Fiera Capital Corp | 71,513 | $701.0K | 0.00% | −170−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 59,034 | $579.0K | 0.06% | +25,722+77.2% | Added |
| Diligent Investors, LLC | 50,846 | $498.0K | 0.18% | +18,800+58.7% | Added |
| Commonwealth Equity Services, LLC | 50,417 | $494.0K | 0.00% | +7,389+17.2% | Added |
| ELCO Management Co., LLC | 46,900 | $460.0K | 0.37% | 00.0% | Unchanged |
| LPL Financial LLC | 46,558 | $456.0K | 0.00% | −783−1.7% | Reduced |
| Royal Bank of Canada | 40,226 | $394.0K | 0.00% | +9,114+29.3% | Added |
| Wells Fargo & Company | 39,258 | $384.0K | 0.00% | −503−1.3% | Reduced |
| AE Wealth Management LLC | 33,711 | $330.0K | 0.00% | −4,532−11.9% | Reduced |
| Bank of America Corp | 33,228 | $326.0K | 0.00% | −8,156−19.7% | Reduced |
| Ameriprise Financial Inc | 27,809 | $273.0K | 0.00% | +6,537+30.7% | Added |
| Sigma Planning Corp | 26,408 | $259.0K | 0.01% | +3,842+17.0% | Added |
| Equitable Holdings, Inc. | 21,994 | $216.0K | 0.00% | +21,994 | New |
| Capital Market Strategies LLC | 20,714 | $203.0K | 0.23% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 20,618 | $202.0K | 0.01% | −209−1.0% | Reduced |
| Stifel Financial Corp | 20,289 | $199.0K | 0.00% | −477−2.3% | Reduced |
| Qube Research & Technologies Ltd | 19,753 | $194.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,111 | $168.0K | 0.00% | −392−2.2% | Reduced |
| Lloyd Park, LLC | 16,185 | $159.0K | 0.20% | −8,584−34.7% | Reduced |
| SeaCrest Wealth Management, LLC | 14,683 | $144.0K | 0.02% | −598−3.9% | Reduced |
| Wedbush Securities Inc | 13,735 | $135.0K | 0.01% | +620+4.7% | Added |
| Pointe Capital Management LLC | 11,684 | $115.0K | 0.09% | −3,000−20.4% | Reduced |
| National Asset Management, Inc. | 11,649 | $115.0K | 0.00% | +11,649 | New |
| Eaton Vance Management | 10,434 | $102.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,275 | $100.7K | 0.00% | +10,275 | New |
| UBS Group AG | 8,153 | $80.0K | 0.00% | +6,182+313.6% | Added |
| IFP Advisors, Inc | 3,700 | $48.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,000 | $40.8K | 0.03% | +4,000 | New |
| American Portfolios Advisors | 3,275 | $32.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Selway Asset Management | 949 | $9.00K | 0.01% | +949 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 182 | $2.00K | 0.00% | +182 | New |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −98,700−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −41,028−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −17,832−100.0% | Sold out |