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, Q2 2024
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Jun 30, 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
- 43
- −4 vs. Q1 2024
- Shares held
- 4.16M
- −85.7K (−2.0%) vs. Q1 2024
- Total value
- $44.9M
- +$96.3K (+0.2%) vs. Q1 2024
- New holders
- 2
- 15 more added
- Sold out
- 6
- 14 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,221,670 | $13.2M | 0.30% | −33,861−2.7% | Reduced |
| Ameriprise Financial Inc | 971,872 | $10.5M | 0.00% | +166,006+20.6% | Added |
| Morgan Stanley | 423,104 | $4.57M | 0.00% | +2,816+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 189,905 | $2.05M | 0.01% | +9,731+5.4% | Added |
| Guggenheim Capital LLC | 129,345 | $1.40M | 0.01% | −6,177−4.6% | Reduced |
| Invesco Ltd. | 128,823 | $1.39M | 0.00% | +8,839+7.4% | Added |
| First Trust Advisors LP | 128,588 | $1.39M | 0.00% | +2,549+2.0% | Added |
| Fiera Capital Corp | 73,784 | $796.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 70,078 | $756.8K | 0.06% | −157−0.2% | Reduced |
| Royal Bank of Canada | 60,344 | $652.0K | 0.00% | −1,472−2.4% | Reduced |
| AE Wealth Management LLC | 59,510 | $642.7K | 0.01% | +1,988+3.5% | Added |
| Commonwealth Equity Services, LLC | 50,219 | $542.0K | 0.00% | +3,299+7.0% | Added |
| Cetera Investment Advisers | 48,224 | $520.8K | 0.00% | +24,562+103.8% | Added |
| Bank of America Corp | 48,109 | $519.6K | 0.00% | +12,487+35.1% | Added |
| Diligent Investors, LLC | 46,769 | $505.1K | 0.13% | −6,806−12.7% | Reduced |
| GWM Advisors LLC | 43,681 | $471.8K | 0.00% | −6,494−12.9% | Reduced |
| ELCO Management Co., LLC | 42,075 | $454.4K | 0.26% | −1,000−2.3% | Reduced |
| LPL Financial LLC | 41,412 | $447.3K | 0.00% | −1,306−3.1% | Reduced |
| Wells Fargo & Company | 36,039 | $389.2K | 0.00% | +4,959+16.0% | Added |
| Shaker Financial Services, LLC | 34,522 | $372.8K | 0.15% | −37,833−52.3% | Reduced |
| Advisor Group Holdings, Inc. | 34,413 | $371.7K | 0.00% | −146,198−80.9% | Reduced |
| Equitable Holdings, Inc. | 30,071 | $324.8K | 0.00% | +3,269+12.2% | Added |
| Melfa Wealth Management, LLC | 26,278 | $283.8K | 0.20% | −456−1.7% | Reduced |
| Envestnet Asset Management Inc | 21,240 | $229.4K | 0.00% | +4,264+25.1% | Added |
| Stifel Financial Corp | 20,041 | $216.4K | 0.00% | −2,858−12.5% | Reduced |
| EP Wealth Advisors, LLC | 19,175 | $207.1K | 0.00% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 18,895 | $204.1K | 0.13% | +300+1.6% | Added |
| Bey-Douglas LLC | 17,577 | $192.3K | 0.18% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 17,698 | $191.1K | 0.20% | +1,921+12.2% | Added |
| Capital Investment Advisors, LLC | 15,488 | $167.3K | 0.00% | −2,328−13.1% | Reduced |
| Atria Wealth Solutions, Inc. | 15,275 | $165.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,735 | $148.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,500 | $145.8K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 11,684 | $126.2K | 0.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,000 | $118.8K | 0.00% | +11,000 | New |
| Creative Planning | 10,724 | $115.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,154 | $44.9K | 0.00% | −4,673−52.9% | Reduced |
| Barrett & Company, Inc. | 3,000 | $32.4K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 3,000 | $32.4K | 0.02% | +3,000 | New |
| CoreCap Advisors, LLC | 2,200 | $23.8K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 750 | $8.10K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 496 | $5.36K | 0.00% | +11+2.3% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 0 | $0 | 0.00% | −56,363−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,412−100.0% | Sold out |
| Kennedy Investment Group | 0 | $0 | 0.00% | −13,401−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,552−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −95−100.0% | Sold out |