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 |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 464 | $4.81K | 0.00% | +11+2.4% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 750 | $7.78K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 1,690 | $17.5K | 0.00% | +1,690 | New |
| Barrett & Company, Inc. | 3,000 | $31.1K | 0.02% | −1,000−25.0% | Reduced |
| UBS Group AG | 3,274 | $34.0K | 0.00% | +411+14.4% | Added |
| JPMorgan Chase & Co | 9,678 | $100.4K | 0.00% | +9,636+22,942.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,048 | $104.2K | 0.00% | −307−3.0% | Reduced |
| Envestnet Asset Management Inc | 10,442 | $108.3K | 0.00% | +10,442 | New |
| Cetera Advisor Networks LLC | 10,938 | $113.4K | 0.00% | +323+3.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,433 | $119.0K | 0.00% | −4,965−30.3% | Reduced |
| Pointe Capital Management LLC | 11,684 | $121.2K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,735 | $142.0K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18,975 | $196.8K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 19,175 | $198.8K | 0.00% | +19,175 | New |
| Qube Research & Technologies Ltd | 19,753 | $204.8K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 19,775 | $205.1K | 0.01% | −98−0.5% | Reduced |
| Capital Market Strategies LLC | 21,014 | $211.4K | 0.21% | 00.0% | Unchanged |
| Stifel Financial Corp | 20,685 | $214.5K | 0.00% | −567−2.7% | Reduced |
| Sigma Planning Corp | 20,909 | $216.8K | 0.01% | +80+0.4% | Added |
| Moors & Cabot, Inc. | 23,100 | $239.5K | 0.02% | +3,100+15.5% | Added |
| Equitable Holdings, Inc. | 23,943 | $248.3K | 0.00% | −2,108−8.1% | Reduced |
| Melfa Wealth Management, LLC | 27,897 | $289.3K | 0.31% | +152+0.5% | Added |
| Shaker Financial Services, LLC | 30,933 | $320.8K | 0.15% | −43,207−58.3% | Reduced |
| Bank of America Corp | 37,810 | $392.1K | 0.00% | +216+0.6% | Added |
| ELCO Management Co., LLC | 45,675 | $473.6K | 0.34% | −325−0.7% | Reduced |
| LPL Financial LLC | 47,500 | $492.6K | 0.00% | −1,777−3.6% | Reduced |
| Centaurus Financial, Inc. | 49,083 | $509.0K | 0.04% | −9,450−16.1% | Reduced |
| Commonwealth Equity Services, LLC | 50,896 | $528.0K | 0.00% | −1,489−2.8% | Reduced |
| Diligent Investors, LLC | 53,139 | $551.1K | 0.17% | +185+0.3% | Added |
| Wells Fargo & Company | 54,311 | $563.2K | 0.00% | +20,169+59.1% | Added |
| AE Wealth Management LLC | 54,503 | $565.2K | 0.00% | −120.0% | Reduced |
| GWM Advisors LLC | 56,700 | $588.0K | 0.01% | −23,802−29.6% | Reduced |
| Royal Bank of Canada | 71,926 | $746.0K | 0.00% | +3,739+5.5% | Added |
| Fiera Capital Corp | 73,709 | $764.4K | 0.00% | −398−0.5% | Reduced |
| Cornerstone Wealth Management, LLC | 73,924 | $766.6K | 0.07% | +783+1.1% | Added |
| First Trust Advisors LP | 119,866 | $1.24M | 0.00% | −4,202−3.4% | Reduced |
| Invesco Ltd. | 144,725 | $1.50M | 0.00% | +11,266+8.4% | Added |
| Guggenheim Capital LLC | 160,518 | $1.66M | 0.01% | −44,193−21.6% | Reduced |
| Advisor Group Holdings, Inc. | 187,044 | $1.94M | 0.00% | +4,189+2.3% | Added |
| Ameriprise Financial Inc | 221,054 | $2.29M | 0.00% | +172,948+359.5% | Added |
| Kennedy Investment Group | 423,099 | $4.39M | 2.64% | −7,064−1.6% | Reduced |
| Morgan Stanley | 564,769 | $5.86M | 0.00% | +11,646+2.1% | Added |
| Sit Investment Associates Inc | 1,152,437 | $12.0M | 0.33% | +125,377+12.2% | 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 |