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, Q2 2023
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Jun 30, 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
- 47
- +2 vs. Q1 2023
- Shares held
- 3.78M
- +144.4K (+4.0%) vs. Q1 2023
- Total value
- $37.1M
- −$866.5K (−2.3%) vs. Q1 2023
- New holders
- 5
- 18 more added
- Sold out
- 3
- 13 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,027,060 | $10.1M | 0.26% | +83,775+8.9% | Added |
| Morgan Stanley | 553,123 | $5.43M | 0.00% | −9,479−1.7% | Reduced |
| Kennedy Investment Group | 430,163 | $4.22M | 2.47% | +1760.0% | Added |
| Guggenheim Capital LLC | 204,711 | $2.01M | 0.02% | −37,161−15.4% | Reduced |
| Advisor Group Holdings, Inc. | 182,855 | $1.79M | 0.00% | −3,037−1.6% | Reduced |
| Invesco Ltd. | 133,459 | $1.31M | 0.00% | +1,843+1.4% | Added |
| First Trust Advisors LP | 124,068 | $1.22M | 0.00% | −201−0.2% | Reduced |
| GWM Advisors LLC | 80,502 | $789.7K | 0.01% | −80−0.1% | Reduced |
| Shaker Financial Services, LLC | 74,140 | $727.3K | 0.32% | +74,140 | New |
| Fiera Capital Corp | 74,107 | $727.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 73,141 | $717.5K | 0.06% | +6,241+9.3% | Added |
| Royal Bank of Canada | 68,187 | $669.0K | 0.00% | +1,334+2.0% | Added |
| Centaurus Financial, Inc. | 58,533 | $574.0K | 0.05% | −8,638−12.9% | Reduced |
| AE Wealth Management LLC | 54,515 | $534.8K | 0.00% | +15,747+40.6% | Added |
| Diligent Investors, LLC | 52,954 | $519.5K | 0.15% | +3,354+6.8% | Added |
| Commonwealth Equity Services, LLC | 52,385 | $514.0K | 0.00% | +256+0.5% | Added |
| LPL Financial LLC | 49,277 | $483.4K | 0.00% | +2,830+6.1% | Added |
| Ameriprise Financial Inc | 48,106 | $471.9K | 0.00% | +6,784+16.4% | Added |
| ELCO Management Co., LLC | 46,000 | $451.3K | 0.33% | −300−0.6% | Reduced |
| Bank of America Corp | 37,594 | $368.8K | 0.00% | −1,629−4.2% | Reduced |
| Wells Fargo & Company | 34,142 | $334.9K | 0.00% | −6,108−15.2% | Reduced |
| Melfa Wealth Management, LLC | 27,745 | $272.2K | 0.28% | +1,684+6.5% | Added |
| Equitable Holdings, Inc. | 26,051 | $255.6K | 0.00% | −5,520−17.5% | Reduced |
| Landscape Capital Management, L.L.C. | 22,712 | $222.8K | 0.03% | +22,712 | New |
| Stifel Financial Corp | 21,252 | $208.5K | 0.00% | +162+0.8% | Added |
| Capital Market Strategies LLC | 21,014 | $206.1K | 0.19% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,829 | $204.3K | 0.01% | −2,713−11.5% | Reduced |
| Moors & Cabot, Inc. | 20,000 | $196.2K | 0.01% | +9,000+81.8% | Added |
| Capital Investment Advisors, LLC | 19,873 | $195.0K | 0.01% | +64+0.3% | Added |
| Qube Research & Technologies Ltd | 19,753 | $193.8K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18,975 | $186.1K | 0.00% | 00.0% | Unchanged |
| CNH Partners LLC | 16,690 | $163.7K | 0.01% | +16,690 | New |
| Cambridge Investment Research Advisors, Inc. | 16,398 | $161.0K | 0.00% | +157+1.0% | Added |
| Wedbush Securities Inc | 13,735 | $135.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 11,684 | $114.6K | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,000 | $107.9K | 0.00% | +1,000+10.0% | Added |
| Cetera Advisor Networks LLC | 10,615 | $104.1K | 0.00% | +137+1.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,355 | $101.6K | 0.00% | −197−1.9% | Reduced |
| Barrett & Company, Inc. | 4,000 | $39.2K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 2,863 | $28.1K | 0.00% | +143+5.3% | Added |
| Kistler-Tiffany Companies, LLC | 1,690 | $16.6K | 0.00% | +1,690 | New |
| Geneos Wealth Management Inc. | 1,250 | $12.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 750 | $7.36K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 453 | $4.45K | 0.00% | +453 | New |
| JPMorgan Chase & Co | 42 | $412 | 0.00% | −5,158−99.2% | Reduced |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −12,963−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −10,484−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,264−100.0% | Sold out |