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, Q4 2024
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Dec 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
- 45
- +1 vs. Q3 2024
- Shares held
- 4.40M
- −102.6K (−2.3%) vs. Q3 2024
- Total value
- $48.1M
- +$1.51M (+3.2%) vs. Q3 2024
- New holders
- 5
- 17 more added
- Sold out
- 4
- 16 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,268,461 | $13.9M | 0.00% | +183,918+17.0% | Added |
| Sit Investment Associates Inc | 958,779 | $10.5M | 0.24% | −108,515−10.2% | Reduced |
| Morgan Stanley | 353,115 | $3.86M | 0.00% | −54,305−13.3% | Reduced |
| LPL Financial LLC | 199,815 | $2.18M | 0.00% | +147,124+279.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 177,000 | $1.93M | 0.01% | −7,666−4.2% | Reduced |
| Invesco Ltd. | 143,282 | $1.56M | 0.00% | +2,847+2.0% | Added |
| First Trust Advisors LP | 131,249 | $1.43M | 0.00% | +319+0.2% | Added |
| Advisors Asset Management, Inc. | 121,461 | $1.33M | 0.02% | +26,084+27.3% | Added |
| AE Wealth Management LLC | 82,804 | $904.2K | 0.01% | +21,876+35.9% | Added |
| Guggenheim Capital LLC | 79,689 | $870.2K | 0.01% | +1,312+1.7% | Added |
| Fiera Capital Corp | 67,541 | $737.5K | 0.00% | −2,722−3.9% | Reduced |
| Cetera Investment Advisers | 60,019 | $655.4K | 0.00% | +879+1.5% | Added |
| Cornerstone Wealth Management, LLC | 58,066 | $634.1K | 0.04% | −6,355−9.9% | Reduced |
| Bank of America Corp | 57,710 | $630.2K | 0.00% | +756+1.3% | Added |
| Royal Bank of Canada | 56,190 | $614.0K | 0.00% | −3,233−5.4% | Reduced |
| Commonwealth Equity Services, LLC | 53,940 | $589.0K | 0.00% | +676+1.3% | Added |
| Wells Fargo & Company | 52,719 | $575.7K | 0.00% | +9,116+20.9% | Added |
| Advisor Group Holdings, Inc. | 47,940 | $523.5K | 0.00% | +16,730+53.6% | Added |
| Diligent Investors, LLC | 47,156 | $514.9K | 0.12% | +196+0.4% | Added |
| Shaker Financial Services, LLC | 37,291 | $407.2K | 0.16% | −2,182−5.5% | Reduced |
| GWM Advisors LLC | 35,900 | $392.0K | 0.00% | −2,800−7.2% | Reduced |
| Equitable Holdings, Inc. | 30,381 | $331.8K | 0.00% | +1,908+6.7% | Added |
| ELCO Management Co., LLC | 26,775 | $292.4K | 0.15% | −16,900−38.7% | Reduced |
| Melfa Wealth Management, LLC | 25,953 | $283.4K | 0.19% | −98−0.4% | Reduced |
| Post Resch Tallon Group Inc. | 22,181 | $243.8K | 0.23% | +22,181 | New |
| Stifel Financial Corp | 21,556 | $235.4K | 0.00% | −496−2.2% | Reduced |
| Susquehanna International Group, LLP | 21,502 | $234.8K | 0.00% | +21,502 | New |
| Capital Market Strategies LLC | 20,260 | $221.2K | 0.13% | +1,365+7.2% | Added |
| Envestnet Asset Management Inc | 20,087 | $219.3K | 0.00% | −3,338−14.2% | Reduced |
| EP Wealth Advisors, LLC | 19,355 | $211.4K | 0.00% | 00.0% | Unchanged |
| Bey-Douglas LLC | 16,916 | $184.7K | 0.16% | −626−3.6% | Reduced |
| Atria Wealth Solutions, Inc. | 15,275 | $166.8K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 14,574 | $159.1K | 0.00% | −662−4.3% | Reduced |
| Moors & Cabot, Inc. | 13,500 | $147.4K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,715 | $128.0K | 0.00% | −2,020−14.7% | Reduced |
| Pointe Capital Management LLC | 11,685 | $127.6K | 0.07% | +10.0% | Added |
| Kestra Advisory Services, LLC | 10,253 | $112.0K | 0.00% | +10,253 | New |
| UBS Group AG | 3,832 | $41.8K | 0.00% | −256−6.3% | Reduced |
| Barrett & Company, Inc. | 3,000 | $32.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 1,000 | $11.2K | 0.00% | +1,000 | New |
| Oliver Lagore Vanvalin Investment Group | 750 | $8.19K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 518 | $5.65K | 0.00% | +11+2.2% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 72 | $786 | 0.00% | +72 | New |
| FSA Advisors, Inc. | 0 | $0 | 0.00% | −19,770−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −339,828−100.0% | Sold out |