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, Q2 2025
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Jun 30, 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
- 0 vs. Q1 2025
- Shares held
- 4.64M
- +150.6K (+3.4%) vs. Q1 2025
- Total value
- $51.1M
- +$1.86M (+3.8%) vs. Q1 2025
- New holders
- 4
- 18 more added
- Sold out
- 4
- 13 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,466,196 | $16.1M | 0.00% | +59,355+4.2% | Added |
| Sit Investment Associates Inc | 1,027,640 | $11.3M | 0.24% | +125,788+13.9% | Added |
| Morgan Stanley | 321,121 | $3.54M | 0.00% | −35,591−10.0% | Reduced |
| Guggenheim Capital LLC | 156,778 | $1.73M | 0.01% | +68,924+78.5% | Added |
| Invesco Ltd. | 155,117 | $1.71M | 0.00% | −3,223−2.0% | Reduced |
| First Trust Advisors LP | 125,049 | $1.38M | 0.00% | +4,860+4.0% | Added |
| Advisors Asset Management, Inc. | 121,251 | $1.34M | 0.02% | −239−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 99,700 | $1.10M | 0.00% | +22,105+28.5% | Added |
| Shaker Financial Services, LLC | 91,716 | $1.01M | 0.37% | +55,795+155.3% | Added |
| AE Wealth Management LLC | 90,115 | $994.0K | 0.01% | +6,771+8.1% | Added |
| LPL Financial LLC | 78,196 | $862.5K | 0.00% | −210,281−72.9% | Reduced |
| Cetera Investment Advisers | 68,412 | $754.6K | 0.00% | +5,797+9.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 67,519 | $745.0K | 0.00% | +8,972+15.3% | Added |
| Fiera Capital Corp | 67,541 | $745.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 54,135 | $597.0K | 0.00% | −2,864−5.0% | Reduced |
| Commonwealth Equity Services, LLC | 50,606 | $558.0K | 0.00% | −3,585−6.6% | Reduced |
| Cornerstone Wealth Management, LLC | 49,853 | $549.9K | 0.03% | −2,127−4.1% | Reduced |
| Bank of America Corp | 48,991 | $540.4K | 0.00% | −4,035−7.6% | Reduced |
| Wells Fargo & Company | 47,727 | $526.4K | 0.00% | −4,173−8.0% | Reduced |
| GWM Advisors LLC | 45,000 | $496.4K | 0.00% | +11,800+35.5% | Added |
| FSA Advisors, Inc. | 43,093 | $475.3K | 0.39% | +5,188+13.7% | Added |
| Diligent Investors, LLC | 38,697 | $426.8K | 0.10% | −8,645−18.3% | Reduced |
| UBS Group AG | 35,160 | $387.8K | 0.00% | +28,220+406.6% | Added |
| Equitable Holdings, Inc. | 34,664 | $382.3K | 0.00% | +4,065+13.3% | Added |
| Susquehanna International Group, LLP | 31,340 | $345.7K | 0.00% | +31,340 | New |
| Post Resch Tallon Group Inc. | 28,057 | $309.5K | 0.30% | +4,386+18.5% | Added |
| Melfa Wealth Management, LLC | 25,953 | $286.3K | 0.18% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 25,324 | $279.3K | 0.00% | +4,942+24.2% | Added |
| ELCO Management Co., LLC | 23,075 | $254.5K | 0.13% | 00.0% | Unchanged |
| Bey-Douglas LLC | 21,635 | $238.6K | 0.14% | +6,622+44.1% | Added |
| Capital Market Strategies LLC | 21,260 | $234.5K | 0.16% | −500−2.3% | Reduced |
| Stifel Financial Corp | 16,228 | $179.0K | 0.00% | −4,939−23.3% | Reduced |
| Raymond James Financial Inc | 16,043 | $177.0K | 0.00% | +16,043 | New |
| Sowell Financial Services LLC | 13,332 | $147.1K | 0.01% | +266+2.0% | Added |
| Wedbush Securities Inc | 11,715 | $129.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,019 | $110.5K | 0.00% | −580−5.5% | Reduced |
| Barrett & Company, Inc. | 3,000 | $33.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,200 | $24.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,490 | $16.4K | 0.00% | +1,490 | New |
| Oliver Lagore Vanvalin Investment Group | 750 | $8.23K | 0.00% | +750 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 539 | $5.94K | 0.00% | +11+2.1% | Added |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −15,275−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,380−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,917−100.0% | Sold out |