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, Q3 2025
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Sep 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
- 44
- +4 vs. Q2 2025
- Shares held
- 4.75M
- +131.9K (+2.9%) vs. Q2 2025
- Total value
- $53.7M
- +$2.86M (+5.6%) vs. Q2 2025
- New holders
- 5
- 20 more added
- Sold out
- 1
- 13 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,516,037 | $17.2M | 0.00% | +49,841+3.4% | Added |
| Sit Investment Associates Inc | 864,114 | $9.78M | 0.20% | −163,526−15.9% | Reduced |
| Guggenheim Capital LLC | 329,921 | $3.73M | 0.03% | +173,143+110.4% | Added |
| Morgan Stanley | 329,800 | $3.73M | 0.00% | +8,679+2.7% | Added |
| LPL Financial LLC | 165,156 | $1.87M | 0.00% | +86,960+111.2% | Added |
| Invesco Ltd. | 158,146 | $1.79M | 0.00% | +3,029+2.0% | Added |
| First Trust Advisors LP | 129,037 | $1.46M | 0.00% | +3,988+3.2% | Added |
| Advisors Asset Management, Inc. | 119,848 | $1.36M | 0.02% | −1,403−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 115,240 | $1.30M | 0.00% | +15,540+15.6% | Added |
| AE Wealth Management LLC | 90,361 | $1.02M | 0.01% | +246+0.3% | Added |
| Cetera Investment Advisers | 78,076 | $883.8K | 0.00% | +9,664+14.1% | Added |
| Fiera Capital Corp | 77,994 | $882.9K | 0.00% | +10,453+15.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 67,986 | $770.0K | 0.00% | +467+0.7% | Added |
| Royal Bank of Canada | 54,486 | $617.0K | 0.00% | +351+0.6% | Added |
| Equitable Holdings, Inc. | 51,502 | $583.0K | 0.00% | +16,838+48.6% | Added |
| Bank of America Corp | 48,718 | $551.5K | 0.00% | −273−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 47,757 | $541.0K | 0.00% | −2,849−5.6% | Reduced |
| Wells Fargo & Company | 43,941 | $497.4K | 0.00% | −3,786−7.9% | Reduced |
| GWM Advisors LLC | 43,800 | $495.8K | 0.00% | −1,200−2.7% | Reduced |
| FSA Advisors, Inc. | 41,096 | $465.2K | 0.37% | −1,997−4.6% | Reduced |
| Cornerstone Wealth Management, LLC | 41,090 | $465.1K | 0.03% | −8,763−17.6% | Reduced |
| Diligent Investors, LLC | 38,910 | $440.5K | 0.11% | +213+0.6% | Added |
| Envestnet Asset Management Inc | 35,964 | $407.1K | 0.00% | +10,640+42.0% | Added |
| Stifel Financial Corp | 31,998 | $362.2K | 0.00% | +15,770+97.2% | Added |
| Post Resch Tallon Group Inc. | 28,193 | $319.1K | 0.28% | +136+0.5% | Added |
| Shaker Financial Services, LLC | 27,687 | $313.4K | 0.11% | −64,029−69.8% | Reduced |
| Melfa Wealth Management, LLC | 25,953 | $293.8K | 0.17% | 00.0% | Unchanged |
| Bey-Douglas LLC | 21,306 | $241.2K | 0.18% | −329−1.5% | Reduced |
| Root Financial Partners, LLC | 20,725 | $234.6K | 0.01% | +20,725 | New |
| Susquehanna International Group, LLP | 19,192 | $217.3K | 0.00% | −12,148−38.8% | Reduced |
| Raymond James Financial Inc | 17,232 | $195.1K | 0.00% | +1,189+7.4% | Added |
| ELCO Management Co., LLC | 14,575 | $165.0K | 0.09% | −8,500−36.8% | Reduced |
| Sowell Financial Services LLC | 13,600 | $153.9K | 0.01% | +268+2.0% | Added |
| Wedbush Securities Inc | 11,715 | $133.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,650 | $120.6K | 0.00% | +10,650 | New |
| Barrett & Company, Inc. | 3,000 | $34.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 2,756 | $31.2K | 0.00% | −32,404−92.2% | Reduced |
| CoreCap Advisors, LLC | 2,200 | $24.9K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,100 | $23.8K | 0.00% | +2,100 | New |
| Advisory Services Network, LLC | 1,825 | $20.7K | 0.00% | +1,825 | New |
| Newbridge Financial Services Group, Inc. | 1,490 | $16.9K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 550 | $6.22K | 0.00% | +11+2.0% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 400 | $4.53K | 0.00% | +400 | New |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,019−100.0% | Sold out |
| Capital Market Strategies LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |