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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 528 | $5.80K | 0.00% | +10+1.9% | Added |
| CoreCap Advisors, LLC | 2,200 | $24.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 2,917 | $32.0K | 0.01% | +2,917 | New |
| Barrett & Company, Inc. | 3,000 | $32.9K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 6,940 | $76.2K | 0.00% | +3,108+81.1% | Added |
| EP Wealth Advisors, LLC | 10,380 | $114.0K | 0.00% | −8,975−46.4% | Reduced |
| Capital Investment Advisors, LLC | 10,599 | $116.4K | 0.00% | −3,975−27.3% | Reduced |
| Wedbush Securities Inc | 11,715 | $129.0K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 13,066 | $143.5K | 0.01% | +13,066 | New |
| Moors & Cabot, Inc. | 13,500 | $148.2K | 0.01% | 00.0% | Unchanged |
| Bey-Douglas LLC | 15,013 | $164.8K | 0.15% | −1,903−11.2% | Reduced |
| Atria Wealth Solutions, Inc. | 15,275 | $167.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 20,382 | $223.8K | 0.00% | +295+1.5% | Added |
| Stifel Financial Corp | 21,167 | $232.4K | 0.00% | −389−1.8% | Reduced |
| Capital Market Strategies LLC | 21,760 | $238.9K | 0.16% | +1,500+7.4% | Added |
| ELCO Management Co., LLC | 23,075 | $253.4K | 0.14% | −3,700−13.8% | Reduced |
| Post Resch Tallon Group Inc. | 23,671 | $258.7K | 0.26% | +1,490+6.7% | Added |
| Melfa Wealth Management, LLC | 25,953 | $285.0K | 0.19% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 30,599 | $336.0K | 0.00% | +218+0.7% | Added |
| GWM Advisors LLC | 33,200 | $364.5K | 0.00% | −2,700−7.5% | Reduced |
| Shaker Financial Services, LLC | 35,921 | $394.4K | 0.15% | −1,370−3.7% | Reduced |
| FSA Advisors, Inc. | 37,905 | $416.2K | 0.33% | +37,905 | New |
| Diligent Investors, LLC | 47,342 | $519.8K | 0.13% | +186+0.4% | Added |
| Wells Fargo & Company | 51,900 | $569.9K | 0.00% | −819−1.6% | Reduced |
| Cornerstone Wealth Management, LLC | 51,980 | $570.7K | 0.04% | −6,086−10.5% | Reduced |
| Bank of America Corp | 53,026 | $582.2K | 0.00% | −4,684−8.1% | Reduced |
| Commonwealth Equity Services, LLC | 54,191 | $595.0K | 0.00% | +251+0.5% | Added |
| Royal Bank of Canada | 56,999 | $626.0K | 0.00% | +809+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 58,547 | $643.0K | 0.00% | −118,453−66.9% | Reduced |
| Cetera Investment Advisers | 62,615 | $687.5K | 0.00% | +2,596+4.3% | Added |
| Fiera Capital Corp | 67,541 | $741.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 77,595 | $852.0K | 0.00% | +29,655+61.9% | Added |
| AE Wealth Management LLC | 83,344 | $915.1K | 0.01% | +540+0.7% | Added |
| Guggenheim Capital LLC | 87,854 | $964.6K | 0.01% | +8,165+10.2% | Added |
| First Trust Advisors LP | 120,189 | $1.32M | 0.00% | −11,060−8.4% | Reduced |
| Advisors Asset Management, Inc. | 121,490 | $1.33M | 0.03% | +290.0% | Added |
| Invesco Ltd. | 158,340 | $1.74M | 0.00% | +15,058+10.5% | Added |
| LPL Financial LLC | 288,477 | $3.17M | 0.00% | +88,662+44.4% | Added |
| Morgan Stanley | 356,712 | $3.92M | 0.00% | +3,597+1.0% | Added |
| Sit Investment Associates Inc | 901,852 | $9.90M | 0.23% | −56,927−5.9% | Reduced |
| Ameriprise Financial Inc | 1,406,841 | $15.4M | 0.00% | +138,380+10.9% | Added |
| 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 |