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, Q1 2025
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Mar 31, 2025. 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
- 42
- −2 vs. Q4 2024
- Shares held
- 4.49M
- +82.9K (+1.9%) vs. Q4 2024
- Total value
- $49.3M
- +$1.17M (+2.4%) vs. Q4 2024
- New holders
- 3
- 18 more added
- Sold out
- 5
- 13 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,406,841 | $15.4M | 0.00% | +138,380+10.9% | Added |
| Sit Investment Associates Inc | 901,852 | $9.90M | 0.23% | −56,927−5.9% | Reduced |
| Morgan Stanley | 356,712 | $3.92M | 0.00% | +3,597+1.0% | Added |
| LPL Financial LLC | 288,477 | $3.17M | 0.00% | +88,662+44.4% | Added |
| Invesco Ltd. | 158,340 | $1.74M | 0.00% | +15,058+10.5% | Added |
| Advisors Asset Management, Inc. | 121,490 | $1.33M | 0.03% | +290.0% | Added |
| First Trust Advisors LP | 120,189 | $1.32M | 0.00% | −11,060−8.4% | Reduced |
| Guggenheim Capital LLC | 87,854 | $964.6K | 0.01% | +8,165+10.2% | Added |
| AE Wealth Management LLC | 83,344 | $915.1K | 0.01% | +540+0.7% | Added |
| Advisor Group Holdings, Inc. | 77,595 | $852.0K | 0.00% | +29,655+61.9% | Added |
| Fiera Capital Corp | 67,541 | $741.6K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 62,615 | $687.5K | 0.00% | +2,596+4.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 58,547 | $643.0K | 0.00% | −118,453−66.9% | Reduced |
| Royal Bank of Canada | 56,999 | $626.0K | 0.00% | +809+1.4% | Added |
| Commonwealth Equity Services, LLC | 54,191 | $595.0K | 0.00% | +251+0.5% | Added |
| Bank of America Corp | 53,026 | $582.2K | 0.00% | −4,684−8.1% | Reduced |
| Cornerstone Wealth Management, LLC | 51,980 | $570.7K | 0.04% | −6,086−10.5% | Reduced |
| Wells Fargo & Company | 51,900 | $569.9K | 0.00% | −819−1.6% | Reduced |
| Diligent Investors, LLC | 47,342 | $519.8K | 0.13% | +186+0.4% | Added |
| FSA Advisors, Inc. | 37,905 | $416.2K | 0.33% | +37,905 | New |
| Shaker Financial Services, LLC | 35,921 | $394.4K | 0.15% | −1,370−3.7% | Reduced |
| GWM Advisors LLC | 33,200 | $364.5K | 0.00% | −2,700−7.5% | Reduced |
| Equitable Holdings, Inc. | 30,599 | $336.0K | 0.00% | +218+0.7% | Added |
| Melfa Wealth Management, LLC | 25,953 | $285.0K | 0.19% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 23,671 | $258.7K | 0.26% | +1,490+6.7% | Added |
| ELCO Management Co., LLC | 23,075 | $253.4K | 0.14% | −3,700−13.8% | Reduced |
| Capital Market Strategies LLC | 21,760 | $238.9K | 0.16% | +1,500+7.4% | Added |
| Stifel Financial Corp | 21,167 | $232.4K | 0.00% | −389−1.8% | Reduced |
| Envestnet Asset Management Inc | 20,382 | $223.8K | 0.00% | +295+1.5% | Added |
| Atria Wealth Solutions, Inc. | 15,275 | $167.7K | 0.00% | 00.0% | Unchanged |
| Bey-Douglas LLC | 15,013 | $164.8K | 0.15% | −1,903−11.2% | Reduced |
| Moors & Cabot, Inc. | 13,500 | $148.2K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 13,066 | $143.5K | 0.01% | +13,066 | New |
| Wedbush Securities Inc | 11,715 | $129.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,599 | $116.4K | 0.00% | −3,975−27.3% | Reduced |
| EP Wealth Advisors, LLC | 10,380 | $114.0K | 0.00% | −8,975−46.4% | Reduced |
| UBS Group AG | 6,940 | $76.2K | 0.00% | +3,108+81.1% | Added |
| Barrett & Company, Inc. | 3,000 | $32.9K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 2,917 | $32.0K | 0.01% | +2,917 | New |
| CoreCap Advisors, LLC | 2,200 | $24.2K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 528 | $5.80K | 0.00% | +10+1.9% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −21,502−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −11,685−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,253−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |