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