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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 562 | $6.00K | 0.00% | +562 | New |
| Oliver Lagore Vanvalin Investment Group | 750 | $7.64K | 0.00% | +750 | New |
| Geneos Wealth Management Inc. | 1,250 | $12.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,200 | $22.4K | 0.00% | +2,200 | New |
| Advisory Services Network, LLC | 2,264 | $23.1K | 0.00% | +2,264 | New |
| EverSource Wealth Advisors, LLC | 2,750 | $28.0K | 0.00% | +2,750 | New |
| Barrett & Company, Inc. | 4,000 | $40.8K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,468 | $45.5K | 0.00% | +4,468 | New |
| IFP Advisors, Inc | 3,700 | $48.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,355 | $54.6K | 0.00% | −2,798−34.3% | Reduced |
| Atria Wealth Solutions, Inc. | 10,275 | $104.7K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,512 | $107.1K | 0.00% | +10,512 | New |
| National Asset Management, Inc. | 10,665 | $108.7K | 0.00% | −984−8.4% | Reduced |
| Moors & Cabot, Inc. | 11,000 | $112.1K | 0.01% | +11,000 | New |
| Pointe Capital Management LLC | 11,684 | $119.0K | 0.09% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 12,118 | $123.5K | 0.00% | −379,739−96.9% | Reduced |
| Wedbush Securities Inc | 13,735 | $140.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 16,212 | $165.2K | 0.02% | +1,529+10.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,639 | $170.0K | 0.00% | −472−2.8% | Reduced |
| Qube Research & Technologies Ltd | 19,753 | $201.3K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 20,692 | $211.0K | 0.01% | +74+0.4% | Added |
| Stifel Financial Corp | 20,707 | $211.0K | 0.00% | +418+2.1% | Added |
| Capital Market Strategies LLC | 21,014 | $214.1K | 0.23% | +300+1.4% | Added |
| Sigma Planning Corp | 23,404 | $238.5K | 0.01% | −3,004−11.4% | Reduced |
| Equitable Holdings, Inc. | 24,709 | $251.8K | 0.00% | +2,715+12.3% | Added |
| AE Wealth Management LLC | 29,019 | $295.7K | 0.00% | −4,692−13.9% | Reduced |
| Melfa Wealth Management, LLC | 29,538 | $301.0K | 0.31% | +29,538 | New |
| Bank of America Corp | 29,958 | $305.3K | 0.00% | −3,270−9.8% | Reduced |
| Wells Fargo & Company | 38,604 | $393.4K | 0.00% | −654−1.7% | Reduced |
| Ameriprise Financial Inc | 39,684 | $404.0K | 0.00% | +11,875+42.7% | Added |
| Royal Bank of Canada | 41,732 | $425.0K | 0.00% | +1,506+3.7% | Added |
| LPL Financial LLC | 46,585 | $474.7K | 0.00% | +27+0.1% | Added |
| ELCO Management Co., LLC | 50,600 | $515.6K | 0.39% | +3,700+7.9% | Added |
| Diligent Investors, LLC | 51,406 | $523.8K | 0.17% | +560+1.1% | Added |
| Commonwealth Equity Services, LLC | 61,681 | $628.0K | 0.00% | +11,264+22.3% | Added |
| Fiera Capital Corp | 75,591 | $770.3K | 0.00% | +4,078+5.7% | Added |
| Centaurus Financial, Inc. | 78,448 | $799.0K | 0.08% | −10,545−11.8% | Reduced |
| GWM Advisors LLC | 79,782 | $813.0K | 0.02% | −3,793−4.5% | Reduced |
| Invesco Ltd. | 119,519 | $1.22M | 0.00% | −706−0.6% | Reduced |
| First Trust Advisors LP | 160,122 | $1.63M | 0.00% | −4,542−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 183,986 | $1.88M | 0.00% | +3,070+1.7% | Added |
| Guggenheim Capital LLC | 224,130 | $2.28M | 0.02% | +17,822+8.6% | Added |
| Kennedy Investment Group | 430,250 | $4.38M | 2.79% | +430,250 | New |
| Morgan Stanley | 549,217 | $5.60M | 0.00% | +463+0.1% | Added |
| Sit Investment Associates Inc | 946,448 | $9.64M | 0.27% | −162,233−14.6% | Reduced |
| 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 |