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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 400 | $4.53K | 0.00% | +400 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 550 | $6.22K | 0.00% | +11+2.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,490 | $16.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,825 | $20.7K | 0.00% | +1,825 | New |
| Eastern Bank | 2,100 | $23.8K | 0.00% | +2,100 | New |
| CoreCap Advisors, LLC | 2,200 | $24.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,756 | $31.2K | 0.00% | −32,404−92.2% | Reduced |
| Barrett & Company, Inc. | 3,000 | $34.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,650 | $120.6K | 0.00% | +10,650 | New |
| Wedbush Securities Inc | 11,715 | $133.0K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 13,600 | $153.9K | 0.01% | +268+2.0% | Added |
| ELCO Management Co., LLC | 14,575 | $165.0K | 0.09% | −8,500−36.8% | Reduced |
| Raymond James Financial Inc | 17,232 | $195.1K | 0.00% | +1,189+7.4% | Added |
| Susquehanna International Group, LLP | 19,192 | $217.3K | 0.00% | −12,148−38.8% | Reduced |
| Root Financial Partners, LLC | 20,725 | $234.6K | 0.01% | +20,725 | New |
| Bey-Douglas LLC | 21,306 | $241.2K | 0.18% | −329−1.5% | Reduced |
| Melfa Wealth Management, LLC | 25,953 | $293.8K | 0.17% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 27,687 | $313.4K | 0.11% | −64,029−69.8% | Reduced |
| Post Resch Tallon Group Inc. | 28,193 | $319.1K | 0.28% | +136+0.5% | Added |
| Stifel Financial Corp | 31,998 | $362.2K | 0.00% | +15,770+97.2% | Added |
| Envestnet Asset Management Inc | 35,964 | $407.1K | 0.00% | +10,640+42.0% | Added |
| Diligent Investors, LLC | 38,910 | $440.5K | 0.11% | +213+0.6% | Added |
| Cornerstone Wealth Management, LLC | 41,090 | $465.1K | 0.03% | −8,763−17.6% | Reduced |
| FSA Advisors, Inc. | 41,096 | $465.2K | 0.37% | −1,997−4.6% | Reduced |
| GWM Advisors LLC | 43,800 | $495.8K | 0.00% | −1,200−2.7% | Reduced |
| Wells Fargo & Company | 43,941 | $497.4K | 0.00% | −3,786−7.9% | Reduced |
| Commonwealth Equity Services, LLC | 47,757 | $541.0K | 0.00% | −2,849−5.6% | Reduced |
| Bank of America Corp | 48,718 | $551.5K | 0.00% | −273−0.6% | Reduced |
| Equitable Holdings, Inc. | 51,502 | $583.0K | 0.00% | +16,838+48.6% | Added |
| Royal Bank of Canada | 54,486 | $617.0K | 0.00% | +351+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 67,986 | $770.0K | 0.00% | +467+0.7% | Added |
| Fiera Capital Corp | 77,994 | $882.9K | 0.00% | +10,453+15.5% | Added |
| Cetera Investment Advisers | 78,076 | $883.8K | 0.00% | +9,664+14.1% | Added |
| AE Wealth Management LLC | 90,361 | $1.02M | 0.01% | +246+0.3% | Added |
| Advisor Group Holdings, Inc. | 115,240 | $1.30M | 0.00% | +15,540+15.6% | Added |
| Advisors Asset Management, Inc. | 119,848 | $1.36M | 0.02% | −1,403−1.2% | Reduced |
| First Trust Advisors LP | 129,037 | $1.46M | 0.00% | +3,988+3.2% | Added |
| Invesco Ltd. | 158,146 | $1.79M | 0.00% | +3,029+2.0% | Added |
| LPL Financial LLC | 165,156 | $1.87M | 0.00% | +86,960+111.2% | Added |
| Morgan Stanley | 329,800 | $3.73M | 0.00% | +8,679+2.7% | Added |
| Guggenheim Capital LLC | 329,921 | $3.73M | 0.03% | +173,143+110.4% | Added |
| Sit Investment Associates Inc | 864,114 | $9.78M | 0.20% | −163,526−15.9% | Reduced |
| Ameriprise Financial Inc | 1,516,037 | $17.2M | 0.00% | +49,841+3.4% | Added |
| 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 |