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 2022
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Dec 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
- 46
- +9 vs. Q3 2022
- Shares held
- 3.54M
- −24.7K (−0.7%) vs. Q3 2022
- Total value
- $36.1M
- +$1.13M (+3.2%) vs. Q3 2022
- New holders
- 10
- 15 more added
- Sold out
- 1
- 13 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 946,448 | $9.64M | 0.27% | −162,233−14.6% | Reduced |
| Morgan Stanley | 549,217 | $5.60M | 0.00% | +463+0.1% | Added |
| Kennedy Investment Group | 430,250 | $4.38M | 2.79% | +430,250 | New |
| Guggenheim Capital LLC | 224,130 | $2.28M | 0.02% | +17,822+8.6% | Added |
| Advisor Group Holdings, Inc. | 183,986 | $1.88M | 0.00% | +3,070+1.7% | Added |
| First Trust Advisors LP | 160,122 | $1.63M | 0.00% | −4,542−2.8% | Reduced |
| Invesco Ltd. | 119,519 | $1.22M | 0.00% | −706−0.6% | Reduced |
| GWM Advisors LLC | 79,782 | $813.0K | 0.02% | −3,793−4.5% | Reduced |
| Centaurus Financial, Inc. | 78,448 | $799.0K | 0.08% | −10,545−11.8% | Reduced |
| Fiera Capital Corp | 75,591 | $770.3K | 0.00% | +4,078+5.7% | Added |
| Commonwealth Equity Services, LLC | 61,681 | $628.0K | 0.00% | +11,264+22.3% | Added |
| Diligent Investors, LLC | 51,406 | $523.8K | 0.17% | +560+1.1% | Added |
| ELCO Management Co., LLC | 50,600 | $515.6K | 0.39% | +3,700+7.9% | Added |
| LPL Financial LLC | 46,585 | $474.7K | 0.00% | +27+0.1% | Added |
| Royal Bank of Canada | 41,732 | $425.0K | 0.00% | +1,506+3.7% | Added |
| Ameriprise Financial Inc | 39,684 | $404.0K | 0.00% | +11,875+42.7% | Added |
| Wells Fargo & Company | 38,604 | $393.4K | 0.00% | −654−1.7% | Reduced |
| Bank of America Corp | 29,958 | $305.3K | 0.00% | −3,270−9.8% | Reduced |
| Melfa Wealth Management, LLC | 29,538 | $301.0K | 0.31% | +29,538 | New |
| AE Wealth Management LLC | 29,019 | $295.7K | 0.00% | −4,692−13.9% | Reduced |
| Equitable Holdings, Inc. | 24,709 | $251.8K | 0.00% | +2,715+12.3% | Added |
| Sigma Planning Corp | 23,404 | $238.5K | 0.01% | −3,004−11.4% | Reduced |
| Capital Market Strategies LLC | 21,014 | $214.1K | 0.23% | +300+1.4% | Added |
| Stifel Financial Corp | 20,707 | $211.0K | 0.00% | +418+2.1% | Added |
| Capital Investment Advisors, LLC | 20,692 | $211.0K | 0.01% | +74+0.4% | Added |
| Qube Research & Technologies Ltd | 19,753 | $201.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 16,639 | $170.0K | 0.00% | −472−2.8% | Reduced |
| SeaCrest Wealth Management, LLC | 16,212 | $165.2K | 0.02% | +1,529+10.4% | Added |
| Wedbush Securities Inc | 13,735 | $140.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 12,118 | $123.5K | 0.00% | −379,739−96.9% | Reduced |
| Pointe Capital Management LLC | 11,684 | $119.0K | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,000 | $112.1K | 0.01% | +11,000 | New |
| National Asset Management, Inc. | 10,665 | $108.7K | 0.00% | −984−8.4% | Reduced |
| Cetera Advisor Networks LLC | 10,512 | $107.1K | 0.00% | +10,512 | New |
| Atria Wealth Solutions, Inc. | 10,275 | $104.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,355 | $54.6K | 0.00% | −2,798−34.3% | Reduced |
| IFP Advisors, Inc | 3,700 | $48.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,468 | $45.5K | 0.00% | +4,468 | New |
| Barrett & Company, Inc. | 4,000 | $40.8K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,750 | $28.0K | 0.00% | +2,750 | New |
| Advisory Services Network, LLC | 2,264 | $23.1K | 0.00% | +2,264 | New |
| CoreCap Advisors, LLC | 2,200 | $22.4K | 0.00% | +2,200 | New |
| Geneos Wealth Management Inc. | 1,250 | $12.7K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 750 | $7.64K | 0.00% | +750 | New |
| JPMorgan Chase & Co | 562 | $6.00K | 0.00% | +562 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Selway Asset Management | 0 | $0 | 0.00% | −949−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | – | – | – | – | Not filed |
| Lloyd Park, LLC | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |