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