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, Q1 2024
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Mar 31, 2024. 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. Q4 2023
- Shares held
- 4.24M
- +65.8K (+1.6%) vs. Q4 2023
- Total value
- $44.8M
- +$1.43M (+3.3%) vs. Q4 2023
- New holders
- 7
- 14 more added
- Sold out
- 5
- 18 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,255,531 | $13.3M | 0.30% | +2,410+0.2% | Added |
| Ameriprise Financial Inc | 805,866 | $8.51M | 0.00% | +365,199+82.9% | Added |
| Morgan Stanley | 420,288 | $4.44M | 0.00% | −123,660−22.7% | Reduced |
| Advisor Group Holdings, Inc. | 180,611 | $1.91M | 0.00% | +2,493+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 180,174 | $1.90M | 0.01% | +169,174+1,537.9% | Added |
| Guggenheim Capital LLC | 135,522 | $1.43M | 0.01% | −2,462−1.8% | Reduced |
| First Trust Advisors LP | 126,039 | $1.33M | 0.00% | +11,852+10.4% | Added |
| Invesco Ltd. | 119,984 | $1.27M | 0.00% | −19,145−13.8% | Reduced |
| Fiera Capital Corp | 73,784 | $779.2K | 0.00% | +75+0.1% | Added |
| Shaker Financial Services, LLC | 72,355 | $764.1K | 0.30% | +32,827+83.0% | Added |
| Cornerstone Wealth Management, LLC | 70,235 | $741.7K | 0.06% | −1,336−1.9% | Reduced |
| Royal Bank of Canada | 61,816 | $653.0K | 0.00% | −10,007−13.9% | Reduced |
| AE Wealth Management LLC | 57,522 | $607.4K | 0.01% | −78−0.1% | Reduced |
| Sigma Planning Corp | 56,363 | $595.2K | 0.02% | +56,363 | New |
| Diligent Investors, LLC | 53,575 | $565.8K | 0.14% | +251+0.5% | Added |
| GWM Advisors LLC | 50,175 | $529.8K | 0.00% | −18,625−27.1% | Reduced |
| Commonwealth Equity Services, LLC | 46,920 | $495.0K | 0.00% | +1,317+2.9% | Added |
| ELCO Management Co., LLC | 43,075 | $454.9K | 0.28% | −1,000−2.3% | Reduced |
| LPL Financial LLC | 42,718 | $451.1K | 0.00% | −2,800−6.2% | Reduced |
| Bank of America Corp | 35,622 | $376.2K | 0.00% | −991−2.7% | Reduced |
| Wells Fargo & Company | 31,080 | $328.2K | 0.00% | −1,001−3.1% | Reduced |
| Equitable Holdings, Inc. | 26,802 | $283.0K | 0.00% | +87+0.3% | Added |
| Melfa Wealth Management, LLC | 26,734 | $282.3K | 0.20% | −522−1.9% | Reduced |
| Cetera Investment Advisers | 23,662 | $249.9K | 0.00% | +23,662 | New |
| Stifel Financial Corp | 22,899 | $241.8K | 0.00% | +4,416+23.9% | Added |
| EP Wealth Advisors, LLC | 19,175 | $202.5K | 0.00% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 18,595 | $196.4K | 0.15% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 17,816 | $188.1K | 0.00% | −1,621−8.3% | Reduced |
| Bey-Douglas LLC | 17,577 | $185.6K | 0.18% | −437−2.4% | Reduced |
| Envestnet Asset Management Inc | 16,976 | $179.3K | 0.00% | +4,111+32.0% | Added |
| FSA Advisors, Inc. | 15,777 | $166.6K | 0.18% | +15,777 | New |
| Atria Wealth Solutions, Inc. | 15,275 | $161.3K | 0.00% | −3,700−19.5% | Reduced |
| Wedbush Securities Inc | 13,735 | $145.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,500 | $142.6K | 0.01% | −4,600−25.4% | Reduced |
| Landscape Capital Management, L.L.C. | 13,412 | $141.6K | 0.01% | −8,240−38.1% | Reduced |
| Kennedy Investment Group | 13,401 | $141.5K | 0.08% | −385,470−96.6% | Reduced |
| Pointe Capital Management LLC | 11,684 | $123.4K | 0.08% | 00.0% | Unchanged |
| Creative Planning | 10,724 | $113.2K | 0.00% | +10,724 | New |
| HRT Financial LP | 10,552 | $111.0K | 0.00% | +10,552 | New |
| UBS Group AG | 8,827 | $93.2K | 0.00% | +3,902+79.2% | Added |
| Barrett & Company, Inc. | 3,000 | $31.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,200 | $23.2K | 0.00% | +2,200 | New |
| Geneos Wealth Management Inc. | 1,250 | $13.2K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 750 | $7.92K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 485 | $5.12K | 0.00% | +11+2.3% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 95 | $1.00K | 0.00% | +95 | New |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −28,010−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −19,753−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,264−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,088−100.0% | Sold out |