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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 496 | $5.36K | 0.00% | +11+2.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 750 | $8.10K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,200 | $23.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| UBS Group AG | 4,154 | $44.9K | 0.00% | −4,673−52.9% | Reduced |
| Creative Planning | 10,724 | $115.8K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,000 | $118.8K | 0.00% | +11,000 | New |
| Pointe Capital Management LLC | 11,684 | $126.2K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,500 | $145.8K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,735 | $148.0K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 15,275 | $165.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 15,488 | $167.3K | 0.00% | −2,328−13.1% | Reduced |
| FSA Advisors, Inc. | 17,698 | $191.1K | 0.20% | +1,921+12.2% | Added |
| Bey-Douglas LLC | 17,577 | $192.3K | 0.18% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 18,895 | $204.1K | 0.13% | +300+1.6% | Added |
| EP Wealth Advisors, LLC | 19,175 | $207.1K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 20,041 | $216.4K | 0.00% | −2,858−12.5% | Reduced |
| Envestnet Asset Management Inc | 21,240 | $229.4K | 0.00% | +4,264+25.1% | Added |
| Melfa Wealth Management, LLC | 26,278 | $283.8K | 0.20% | −456−1.7% | Reduced |
| Equitable Holdings, Inc. | 30,071 | $324.8K | 0.00% | +3,269+12.2% | Added |
| Advisor Group Holdings, Inc. | 34,413 | $371.7K | 0.00% | −146,198−80.9% | Reduced |
| Shaker Financial Services, LLC | 34,522 | $372.8K | 0.15% | −37,833−52.3% | Reduced |
| Wells Fargo & Company | 36,039 | $389.2K | 0.00% | +4,959+16.0% | Added |
| LPL Financial LLC | 41,412 | $447.3K | 0.00% | −1,306−3.1% | Reduced |
| ELCO Management Co., LLC | 42,075 | $454.4K | 0.26% | −1,000−2.3% | Reduced |
| GWM Advisors LLC | 43,681 | $471.8K | 0.00% | −6,494−12.9% | Reduced |
| Diligent Investors, LLC | 46,769 | $505.1K | 0.13% | −6,806−12.7% | Reduced |
| Bank of America Corp | 48,109 | $519.6K | 0.00% | +12,487+35.1% | Added |
| Cetera Investment Advisers | 48,224 | $520.8K | 0.00% | +24,562+103.8% | Added |
| Commonwealth Equity Services, LLC | 50,219 | $542.0K | 0.00% | +3,299+7.0% | Added |
| AE Wealth Management LLC | 59,510 | $642.7K | 0.01% | +1,988+3.5% | Added |
| Royal Bank of Canada | 60,344 | $652.0K | 0.00% | −1,472−2.4% | Reduced |
| Cornerstone Wealth Management, LLC | 70,078 | $756.8K | 0.06% | −157−0.2% | Reduced |
| Fiera Capital Corp | 73,784 | $796.9K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 128,588 | $1.39M | 0.00% | +2,549+2.0% | Added |
| Invesco Ltd. | 128,823 | $1.39M | 0.00% | +8,839+7.4% | Added |
| Guggenheim Capital LLC | 129,345 | $1.40M | 0.01% | −6,177−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 189,905 | $2.05M | 0.01% | +9,731+5.4% | Added |
| Morgan Stanley | 423,104 | $4.57M | 0.00% | +2,816+0.7% | Added |
| Ameriprise Financial Inc | 971,872 | $10.5M | 0.00% | +166,006+20.6% | Added |
| Sit Investment Associates Inc | 1,221,670 | $13.2M | 0.30% | −33,861−2.7% | Reduced |
| 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 |