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