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, Q4 2023
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Dec 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. Q3 2023
- Shares held
- 4.18M
- +201.1K (+5.1%) vs. Q3 2023
- Total value
- $43.4M
- +$2.15M (+5.2%) vs. Q3 2023
- New holders
- 4
- 11 more added
- Sold out
- 4
- 20 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,253,121 | $13.0M | 0.32% | +100,684+8.7% | Added |
| Morgan Stanley | 543,948 | $5.65M | 0.00% | −20,821−3.7% | Reduced |
| Ameriprise Financial Inc | 440,667 | $4.58M | 0.00% | +219,613+99.3% | Added |
| Kennedy Investment Group | 398,871 | $4.14M | 2.31% | −24,228−5.7% | Reduced |
| Advisor Group Holdings, Inc. | 178,118 | $1.85M | 0.00% | −8,926−4.8% | Reduced |
| Invesco Ltd. | 139,129 | $1.44M | 0.00% | −5,596−3.9% | Reduced |
| Guggenheim Capital LLC | 137,984 | $1.43M | 0.01% | −22,534−14.0% | Reduced |
| First Trust Advisors LP | 114,187 | $1.19M | 0.00% | −5,679−4.7% | Reduced |
| Fiera Capital Corp | 73,709 | $765.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 71,823 | $746.0K | 0.00% | −103−0.1% | Reduced |
| Cornerstone Wealth Management, LLC | 71,571 | $742.9K | 0.06% | −2,353−3.2% | Reduced |
| GWM Advisors LLC | 68,800 | $717.6K | 0.01% | +12,100+21.3% | Added |
| AE Wealth Management LLC | 57,600 | $606.4K | 0.00% | +3,097+5.7% | Added |
| Diligent Investors, LLC | 53,324 | $553.5K | 0.15% | +185+0.3% | Added |
| Commonwealth Equity Services, LLC | 45,603 | $473.0K | 0.00% | −5,293−10.4% | Reduced |
| LPL Financial LLC | 45,518 | $472.5K | 0.00% | −1,982−4.2% | Reduced |
| ELCO Management Co., LLC | 44,075 | $457.5K | 0.30% | −1,600−3.5% | Reduced |
| Shaker Financial Services, LLC | 39,528 | $410.3K | 0.17% | +8,595+27.8% | Added |
| Bank of America Corp | 36,613 | $380.0K | 0.00% | −1,197−3.2% | Reduced |
| Wells Fargo & Company | 32,081 | $333.0K | 0.00% | −22,230−40.9% | Reduced |
| Centaurus Financial, Inc. | 28,010 | $291.0K | 0.02% | −21,073−42.9% | Reduced |
| Melfa Wealth Management, LLC | 27,256 | $282.9K | 0.27% | −641−2.3% | Reduced |
| Equitable Holdings, Inc. | 26,715 | $277.3K | 0.00% | +2,772+11.6% | Added |
| Landscape Capital Management, L.L.C. | 21,652 | $224.7K | 0.02% | +21,652 | New |
| Qube Research & Technologies Ltd | 19,753 | $205.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 19,437 | $201.8K | 0.01% | −338−1.7% | Reduced |
| EP Wealth Advisors, LLC | 19,175 | $199.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18,975 | $197.0K | 0.00% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 18,595 | $193.0K | 0.17% | −2,419−11.5% | Reduced |
| Stifel Financial Corp | 18,483 | $191.9K | 0.00% | −2,202−10.6% | Reduced |
| Moors & Cabot, Inc. | 18,100 | $187.9K | 0.01% | −5,000−21.6% | Reduced |
| Bey-Douglas LLC | 18,014 | $187.0K | 0.19% | +18,014 | New |
| Cetera Advisor Networks LLC | 13,900 | $144.3K | 0.00% | +2,962+27.1% | Added |
| Wedbush Securities Inc | 13,735 | $143.0K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 12,865 | $133.5K | 0.00% | +2,423+23.2% | Added |
| Pointe Capital Management LLC | 11,684 | $121.3K | 0.08% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,000 | $114.0K | 0.00% | −433−3.8% | Reduced |
| UBS Group AG | 4,925 | $51.1K | 0.00% | +1,651+50.4% | Added |
| Barrett & Company, Inc. | 3,000 | $31.1K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,264 | $23.5K | 0.00% | +2,264 | New |
| Northwestern Mutual Wealth Management Co | 2,088 | $21.7K | 0.00% | +2,088 | New |
| Geneos Wealth Management Inc. | 1,250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 750 | $7.79K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 474 | $4.92K | 0.00% | +10+2.2% | Added |
| Sigma Planning Corp | 0 | $0 | 0.00% | −20,909−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,048−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −9,678−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |