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, Q3 2024
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Sep 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
- 44
- +1 vs. Q2 2024
- Shares held
- 4.51M
- +347.6K (+8.4%) vs. Q2 2024
- Total value
- $46.6M
- +$1.66M (+3.7%) vs. Q2 2024
- New holders
- 4
- 17 more added
- Sold out
- 3
- 14 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,084,543 | $12.1M | 0.00% | +112,671+11.6% | Added |
| Sit Investment Associates Inc | 1,067,294 | $11.9M | 0.27% | −154,376−12.6% | Reduced |
| Morgan Stanley | 407,420 | $4.55M | 0.00% | −15,684−3.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 184,666 | $2.06M | 0.01% | −5,239−2.8% | Reduced |
| Invesco Ltd. | 140,435 | $1.57M | 0.00% | +11,612+9.0% | Added |
| First Trust Advisors LP | 130,930 | $1.46M | 0.00% | +2,342+1.8% | Added |
| Advisors Asset Management, Inc. | 95,377 | $1.07M | 0.02% | +95,377 | New |
| Guggenheim Capital LLC | 78,377 | $876.3K | 0.01% | −50,968−39.4% | Reduced |
| Fiera Capital Corp | 70,263 | $785.5K | 0.00% | −3,521−4.8% | Reduced |
| Cornerstone Wealth Management, LLC | 64,421 | $720.2K | 0.05% | −5,657−8.1% | Reduced |
| AE Wealth Management LLC | 60,928 | $681.2K | 0.01% | +1,418+2.4% | Added |
| Royal Bank of Canada | 59,423 | $664.0K | 0.00% | −921−1.5% | Reduced |
| Cetera Investment Advisers | 59,140 | $661.2K | 0.00% | +10,916+22.6% | Added |
| Bank of America Corp | 56,954 | $636.7K | 0.00% | +8,845+18.4% | Added |
| Commonwealth Equity Services, LLC | 53,264 | $595.0K | 0.00% | +3,045+6.1% | Added |
| LPL Financial LLC | 52,691 | $589.1K | 0.00% | +11,279+27.2% | Added |
| Diligent Investors, LLC | 46,960 | $525.0K | 0.12% | +191+0.4% | Added |
| ELCO Management Co., LLC | 43,675 | $488.3K | 0.26% | +1,600+3.8% | Added |
| Wells Fargo & Company | 43,603 | $487.5K | 0.00% | +7,564+21.0% | Added |
| Shaker Financial Services, LLC | 39,473 | $441.3K | 0.17% | +4,951+14.3% | Added |
| GWM Advisors LLC | 38,700 | $432.7K | 0.00% | −4,981−11.4% | Reduced |
| Advisor Group Holdings, Inc. | 31,210 | $348.9K | 0.00% | −3,203−9.3% | Reduced |
| Equitable Holdings, Inc. | 28,473 | $318.3K | 0.00% | −1,598−5.3% | Reduced |
| Melfa Wealth Management, LLC | 26,051 | $291.3K | 0.19% | −227−0.9% | Reduced |
| Envestnet Asset Management Inc | 23,425 | $261.9K | 0.00% | +2,185+10.3% | Added |
| Stifel Financial Corp | 22,052 | $246.5K | 0.00% | +2,011+10.0% | Added |
| FSA Advisors, Inc. | 19,770 | $221.0K | 0.22% | +2,072+11.7% | Added |
| EP Wealth Advisors, LLC | 19,355 | $216.4K | 0.00% | +180+0.9% | Added |
| Capital Market Strategies LLC | 18,895 | $211.2K | 0.13% | 00.0% | Unchanged |
| Bey-Douglas LLC | 17,542 | $196.1K | 0.17% | −35−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 15,275 | $170.8K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 15,236 | $170.3K | 0.00% | −252−1.6% | Reduced |
| Wedbush Securities Inc | 13,735 | $154.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,500 | $150.9K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 11,684 | $130.6K | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 4,088 | $45.7K | 0.00% | −66−1.6% | Reduced |
| Barrett & Company, Inc. | 3,000 | $33.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,200 | $24.6K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,000 | $11.2K | 0.00% | +1,000 | New |
| Oliver Lagore Vanvalin Investment Group | 750 | $8.38K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 507 | $5.66K | 0.00% | +11+2.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 3 | $34 | 0.00% | +3 | New |
| International Assets Investment Management, LLC | 339,828 | – | – | +339,828 | New |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −10,724−100.0% | Sold out |
| Luken Investment Analytics, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |