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, Q1 2023
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Mar 31, 2023. 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
- 45
- 0 vs. Q4 2022
- Shares held
- 3.64M
- +100.8K (+2.9%) vs. Q4 2022
- Total value
- $38.0M
- +$1.92M (+5.3%) vs. Q4 2022
- New holders
- 4
- 15 more added
- Sold out
- 4
- 16 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 943,285 | $9.86M | 0.27% | −3,163−0.3% | Reduced |
| Morgan Stanley | 562,602 | $5.88M | 0.00% | +13,385+2.4% | Added |
| Kennedy Investment Group | 429,987 | $4.49M | 2.75% | −263−0.1% | Reduced |
| Guggenheim Capital LLC | 241,872 | $2.53M | 0.02% | +17,742+7.9% | Added |
| Advisor Group Holdings, Inc. | 185,892 | $1.94M | 0.00% | +1,906+1.0% | Added |
| Invesco Ltd. | 131,616 | $1.38M | 0.00% | +12,097+10.1% | Added |
| First Trust Advisors LP | 124,269 | $1.30M | 0.00% | −35,853−22.4% | Reduced |
| GWM Advisors LLC | 80,582 | $800.2K | 0.01% | +800+1.0% | Added |
| Fiera Capital Corp | 74,107 | $774.4K | 0.00% | −1,484−2.0% | Reduced |
| Centaurus Financial, Inc. | 67,171 | $702.0K | 0.06% | −11,277−14.4% | Reduced |
| Cornerstone Wealth Management, LLC | 66,900 | $699.1K | 0.07% | +66,900 | New |
| Royal Bank of Canada | 66,853 | $699.0K | 0.00% | +25,121+60.2% | Added |
| Commonwealth Equity Services, LLC | 52,129 | $544.0K | 0.00% | −9,552−15.5% | Reduced |
| Diligent Investors, LLC | 49,600 | $518.3K | 0.16% | −1,806−3.5% | Reduced |
| LPL Financial LLC | 46,447 | $485.4K | 0.00% | −138−0.3% | Reduced |
| ELCO Management Co., LLC | 46,300 | $483.8K | 0.35% | −4,300−8.5% | Reduced |
| Ameriprise Financial Inc | 41,322 | $431.8K | 0.00% | +1,638+4.1% | Added |
| Wells Fargo & Company | 40,250 | $420.6K | 0.00% | +1,646+4.3% | Added |
| Bank of America Corp | 39,223 | $409.9K | 0.00% | +9,265+30.9% | Added |
| AE Wealth Management LLC | 38,768 | $405.1K | 0.00% | +9,749+33.6% | Added |
| Equitable Holdings, Inc. | 31,571 | $329.9K | 0.01% | +6,862+27.8% | Added |
| Melfa Wealth Management, LLC | 26,061 | $272.3K | 0.27% | −3,477−11.8% | Reduced |
| Sigma Planning Corp | 23,542 | $246.0K | 0.01% | +138+0.6% | Added |
| Stifel Financial Corp | 21,090 | $220.4K | 0.00% | +383+1.8% | Added |
| Capital Market Strategies LLC | 21,014 | $219.6K | 0.39% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 19,809 | $207.0K | 0.01% | −883−4.3% | Reduced |
| Qube Research & Technologies Ltd | 19,753 | $206.4K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18,975 | $198.3K | 0.00% | +8,700+84.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,241 | $170.0K | 0.00% | −398−2.4% | Reduced |
| Wedbush Securities Inc | 13,735 | $144.0K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 12,963 | $135.0K | 0.01% | +12,963 | New |
| Pointe Capital Management LLC | 11,684 | $122.1K | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,000 | $115.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,552 | $110.3K | 0.00% | −1,566−12.9% | Reduced |
| CI Private Wealth, LLC | 10,484 | $109.6K | 0.00% | +10,484 | New |
| Cetera Advisor Networks LLC | 10,478 | $109.5K | 0.00% | −34−0.3% | Reduced |
| National Asset Management, Inc. | 10,000 | $104.5K | 0.00% | −665−6.2% | Reduced |
| JPMorgan Chase & Co | 5,200 | $54.0K | 0.00% | +4,638+825.3% | Added |
| Barrett & Company, Inc. | 4,000 | $41.8K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 2,720 | $28.4K | 0.00% | −2,635−49.2% | Reduced |
| Advisory Services Network, LLC | 2,264 | $23.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,250 | $13.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,000 | $10.0K | 0.00% | +1,000 | New |
| Oliver Lagore Vanvalin Investment Group | 750 | $7.84K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −16,212−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −4,468−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |