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