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