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