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, Q4 2025
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Dec 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
- 43
- −1 vs. Q3 2025
- Shares held
- 4.85M
- +103.0K (+2.2%) vs. Q3 2025
- Total value
- $52.9M
- −$795.4K (−1.5%) vs. Q3 2025
- New holders
- 4
- 17 more added
- Sold out
- 5
- 13 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,543,771 | $16.9M | 0.00% | +27,734+1.8% | Added |
| Sit Investment Associates Inc | 776,881 | $8.48M | 0.17% | −87,233−10.1% | Reduced |
| Guggenheim Capital LLC | 378,332 | $4.13M | 0.03% | +48,411+14.7% | Added |
| Morgan Stanley | 338,025 | $3.69M | 0.00% | +8,225+2.5% | Added |
| LPL Financial LLC | 156,845 | $1.71M | 0.00% | −8,311−5.0% | Reduced |
| Invesco Ltd. | 153,556 | $1.68M | 0.00% | −4,590−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 142,927 | $1.56M | 0.00% | +27,687+24.0% | Added |
| First Trust Advisors LP | 129,495 | $1.41M | 0.00% | +458+0.4% | Added |
| Advisors Asset Management, Inc. | 119,865 | $1.31M | 0.02% | +170.0% | Added |
| Shaker Financial Services, LLC | 118,733 | $1.30M | 0.41% | +91,046+328.8% | Added |
| Fiera Capital Corp | 116,330 | $1.27M | 0.00% | +38,336+49.2% | Added |
| AE Wealth Management LLC | 92,287 | $1.01M | 0.01% | +1,926+2.1% | Added |
| Cetera Investment Advisers | 82,169 | $897.3K | 0.00% | +4,093+5.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,997 | $721.0K | 0.00% | −1,989−2.9% | Reduced |
| Commonwealth Equity Services, LLC | 53,871 | $588.3K | 0.00% | +6,114+12.8% | Added |
| Equitable Holdings, Inc. | 53,080 | $579.6K | 0.00% | +1,578+3.1% | Added |
| Royal Bank of Canada | 52,702 | $576.0K | 0.00% | −1,784−3.3% | Reduced |
| Wells Fargo & Company | 49,102 | $536.2K | 0.00% | +5,161+11.7% | Added |
| Bank of America Corp | 44,170 | $482.3K | 0.00% | −4,548−9.3% | Reduced |
| GWM Advisors LLC | 44,100 | $481.6K | 0.00% | +300+0.7% | Added |
| Diligent Investors, LLC | 39,133 | $427.3K | 0.11% | +223+0.6% | Added |
| FSA Advisors, Inc. | 36,419 | $397.7K | 0.28% | −4,677−11.4% | Reduced |
| Cornerstone Wealth Management, LLC | 33,319 | $363.8K | 0.02% | −7,771−18.9% | Reduced |
| Post Resch Tallon Group Inc. | 28,135 | $307.2K | 0.26% | −58−0.2% | Reduced |
| Envestnet Asset Management Inc | 27,419 | $299.4K | 0.00% | −8,545−23.8% | Reduced |
| Melfa Wealth Management, LLC | 25,953 | $283.4K | 0.16% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 25,786 | $259.4K | 0.02% | +25,786 | New |
| Bey-Douglas LLC | 21,306 | $232.7K | 0.19% | 00.0% | Unchanged |
| Raymond James Financial Inc | 17,246 | $188.3K | 0.00% | +14+0.1% | Added |
| Sowell Financial Services LLC | 13,878 | $151.6K | 0.01% | +278+2.0% | Added |
| Stifel Financial Corp | 13,827 | $151.0K | 0.00% | −18,171−56.8% | Reduced |
| Wedbush Securities Inc | 11,715 | $128.0K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 11,100 | $121.2K | 0.08% | −3,475−23.8% | Reduced |
| Baird Financial Group, Inc. | 10,650 | $116.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,398 | $102.6K | 0.00% | +9,398 | New |
| Barrett & Company, Inc. | 3,000 | $32.8K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 2,379 | $26.0K | 0.00% | −377−13.7% | Reduced |
| CoreCap Advisors, LLC | 2,200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,100 | $22.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,000 | $10.9K | 0.00% | +1,000 | New |
| MAI Capital Management | 500 | $5.46K | 0.00% | +500 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 400 | $4.37K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −20,725−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,192−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |