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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 750 | $7.84K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,000 | $10.0K | 0.00% | +1,000 | New |
| Geneos Wealth Management Inc. | 1,250 | $13.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,264 | $23.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,720 | $28.4K | 0.00% | −2,635−49.2% | Reduced |
| Barrett & Company, Inc. | 4,000 | $41.8K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,200 | $54.0K | 0.00% | +4,638+825.3% | Added |
| National Asset Management, Inc. | 10,000 | $104.5K | 0.00% | −665−6.2% | Reduced |
| Cetera Advisor Networks LLC | 10,478 | $109.5K | 0.00% | −34−0.3% | Reduced |
| CI Private Wealth, LLC | 10,484 | $109.6K | 0.00% | +10,484 | New |
| Raymond James Financial Services Advisors, Inc. | 10,552 | $110.3K | 0.00% | −1,566−12.9% | Reduced |
| Moors & Cabot, Inc. | 11,000 | $115.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 11,684 | $122.1K | 0.09% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 12,963 | $135.0K | 0.01% | +12,963 | New |
| Wedbush Securities Inc | 13,735 | $144.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 16,241 | $170.0K | 0.00% | −398−2.4% | Reduced |
| Atria Wealth Solutions, Inc. | 18,975 | $198.3K | 0.00% | +8,700+84.7% | Added |
| Qube Research & Technologies Ltd | 19,753 | $206.4K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 19,809 | $207.0K | 0.01% | −883−4.3% | Reduced |
| Capital Market Strategies LLC | 21,014 | $219.6K | 0.39% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,090 | $220.4K | 0.00% | +383+1.8% | Added |
| Sigma Planning Corp | 23,542 | $246.0K | 0.01% | +138+0.6% | Added |
| Melfa Wealth Management, LLC | 26,061 | $272.3K | 0.27% | −3,477−11.8% | Reduced |
| Equitable Holdings, Inc. | 31,571 | $329.9K | 0.01% | +6,862+27.8% | Added |
| AE Wealth Management LLC | 38,768 | $405.1K | 0.00% | +9,749+33.6% | Added |
| Bank of America Corp | 39,223 | $409.9K | 0.00% | +9,265+30.9% | Added |
| Wells Fargo & Company | 40,250 | $420.6K | 0.00% | +1,646+4.3% | Added |
| Ameriprise Financial Inc | 41,322 | $431.8K | 0.00% | +1,638+4.1% | Added |
| ELCO Management Co., LLC | 46,300 | $483.8K | 0.35% | −4,300−8.5% | Reduced |
| LPL Financial LLC | 46,447 | $485.4K | 0.00% | −138−0.3% | Reduced |
| Diligent Investors, LLC | 49,600 | $518.3K | 0.16% | −1,806−3.5% | Reduced |
| Commonwealth Equity Services, LLC | 52,129 | $544.0K | 0.00% | −9,552−15.5% | Reduced |
| Royal Bank of Canada | 66,853 | $699.0K | 0.00% | +25,121+60.2% | Added |
| Cornerstone Wealth Management, LLC | 66,900 | $699.1K | 0.07% | +66,900 | New |
| Centaurus Financial, Inc. | 67,171 | $702.0K | 0.06% | −11,277−14.4% | Reduced |
| Fiera Capital Corp | 74,107 | $774.4K | 0.00% | −1,484−2.0% | Reduced |
| GWM Advisors LLC | 80,582 | $800.2K | 0.01% | +800+1.0% | Added |
| First Trust Advisors LP | 124,269 | $1.30M | 0.00% | −35,853−22.4% | Reduced |
| Invesco Ltd. | 131,616 | $1.38M | 0.00% | +12,097+10.1% | Added |
| Advisor Group Holdings, Inc. | 185,892 | $1.94M | 0.00% | +1,906+1.0% | Added |
| Guggenheim Capital LLC | 241,872 | $2.53M | 0.02% | +17,742+7.9% | Added |
| Kennedy Investment Group | 429,987 | $4.49M | 2.75% | −263−0.1% | Reduced |
| Morgan Stanley | 562,602 | $5.88M | 0.00% | +13,385+2.4% | Added |
| Sit Investment Associates Inc | 943,285 | $9.86M | 0.27% | −3,163−0.3% | Reduced |
| 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 |