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