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, Q3 2023
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Sep 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
- 45
- −1 vs. Q2 2023
- Shares held
- 3.98M
- +199.2K (+5.3%) vs. Q2 2023
- Total value
- $41.2M
- +$4.18M (+11.3%) vs. Q2 2023
- New holders
- 3
- 17 more added
- Sold out
- 4
- 17 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,152,437 | $12.0M | 0.33% | +125,377+12.2% | Added |
| Morgan Stanley | 564,769 | $5.86M | 0.00% | +11,646+2.1% | Added |
| Kennedy Investment Group | 423,099 | $4.39M | 2.64% | −7,064−1.6% | Reduced |
| Ameriprise Financial Inc | 221,054 | $2.29M | 0.00% | +172,948+359.5% | Added |
| Advisor Group Holdings, Inc. | 187,044 | $1.94M | 0.00% | +4,189+2.3% | Added |
| Guggenheim Capital LLC | 160,518 | $1.66M | 0.01% | −44,193−21.6% | Reduced |
| Invesco Ltd. | 144,725 | $1.50M | 0.00% | +11,266+8.4% | Added |
| First Trust Advisors LP | 119,866 | $1.24M | 0.00% | −4,202−3.4% | Reduced |
| Cornerstone Wealth Management, LLC | 73,924 | $766.6K | 0.07% | +783+1.1% | Added |
| Fiera Capital Corp | 73,709 | $764.4K | 0.00% | −398−0.5% | Reduced |
| Royal Bank of Canada | 71,926 | $746.0K | 0.00% | +3,739+5.5% | Added |
| GWM Advisors LLC | 56,700 | $588.0K | 0.01% | −23,802−29.6% | Reduced |
| AE Wealth Management LLC | 54,503 | $565.2K | 0.00% | −120.0% | Reduced |
| Wells Fargo & Company | 54,311 | $563.2K | 0.00% | +20,169+59.1% | Added |
| Diligent Investors, LLC | 53,139 | $551.1K | 0.17% | +185+0.3% | Added |
| Commonwealth Equity Services, LLC | 50,896 | $528.0K | 0.00% | −1,489−2.8% | Reduced |
| Centaurus Financial, Inc. | 49,083 | $509.0K | 0.04% | −9,450−16.1% | Reduced |
| LPL Financial LLC | 47,500 | $492.6K | 0.00% | −1,777−3.6% | Reduced |
| ELCO Management Co., LLC | 45,675 | $473.6K | 0.34% | −325−0.7% | Reduced |
| Bank of America Corp | 37,810 | $392.1K | 0.00% | +216+0.6% | Added |
| Shaker Financial Services, LLC | 30,933 | $320.8K | 0.15% | −43,207−58.3% | Reduced |
| Melfa Wealth Management, LLC | 27,897 | $289.3K | 0.31% | +152+0.5% | Added |
| Equitable Holdings, Inc. | 23,943 | $248.3K | 0.00% | −2,108−8.1% | Reduced |
| Moors & Cabot, Inc. | 23,100 | $239.5K | 0.02% | +3,100+15.5% | Added |
| Sigma Planning Corp | 20,909 | $216.8K | 0.01% | +80+0.4% | Added |
| Stifel Financial Corp | 20,685 | $214.5K | 0.00% | −567−2.7% | Reduced |
| Capital Market Strategies LLC | 21,014 | $211.4K | 0.21% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 19,775 | $205.1K | 0.01% | −98−0.5% | Reduced |
| Qube Research & Technologies Ltd | 19,753 | $204.8K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 19,175 | $198.8K | 0.00% | +19,175 | New |
| Atria Wealth Solutions, Inc. | 18,975 | $196.8K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,735 | $142.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 11,684 | $121.2K | 0.10% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,433 | $119.0K | 0.00% | −4,965−30.3% | Reduced |
| Cetera Advisor Networks LLC | 10,938 | $113.4K | 0.00% | +323+3.0% | Added |
| Envestnet Asset Management Inc | 10,442 | $108.3K | 0.00% | +10,442 | New |
| Raymond James Financial Services Advisors, Inc. | 10,048 | $104.2K | 0.00% | −307−3.0% | Reduced |
| JPMorgan Chase & Co | 9,678 | $100.4K | 0.00% | +9,636+22,942.9% | Added |
| UBS Group AG | 3,274 | $34.0K | 0.00% | +411+14.4% | Added |
| Barrett & Company, Inc. | 3,000 | $31.1K | 0.02% | −1,000−25.0% | Reduced |
| Creative Planning | 1,690 | $17.5K | 0.00% | +1,690 | New |
| Geneos Wealth Management Inc. | 1,250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 750 | $7.78K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 464 | $4.81K | 0.00% | +11+2.4% | Added |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −22,712−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −16,690−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |