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, Q1 2026
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Mar 31, 2026. 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
- +1 vs. Q4 2025
- Shares held
- 5.01M
- +158.2K (+3.3%) vs. Q4 2025
- Total value
- $53.6M
- +$689.7K (+1.3%) vs. Q4 2025
- New holders
- 6
- 16 more added
- Sold out
- 5
- 16 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,662,358 | $17.8M | 0.00% | +118,587+7.7% | Added |
| Sit Investment Associates Inc | 762,365 | $8.15M | 0.17% | −14,516−1.9% | Reduced |
| Guggenheim Capital LLC | 358,420 | $3.83M | 0.03% | −19,912−5.3% | Reduced |
| Morgan Stanley | 356,187 | $3.81M | 0.00% | +18,162+5.4% | Added |
| Invesco Ltd. | 194,017 | $2.07M | 0.00% | +40,461+26.3% | Added |
| Advisor Group Holdings, Inc. | 146,884 | $1.57M | 0.00% | +3,957+2.8% | Added |
| First Trust Advisors LP | 128,076 | $1.37M | 0.00% | −1,419−1.1% | Reduced |
| Shaker Financial Services, LLC | 124,313 | $1.33M | 0.46% | +5,580+4.7% | Added |
| Cetera Investment Advisers | 122,950 | $1.31M | 0.00% | +40,781+49.6% | Added |
| Advisors Asset Management, Inc. | 119,280 | $1.28M | 0.02% | −585−0.5% | Reduced |
| Fiera Capital Corp | 112,413 | $1.20M | 0.00% | −3,917−3.4% | Reduced |
| AE Wealth Management LLC | 106,464 | $1.14M | 0.01% | +14,177+15.4% | Added |
| LPL Financial LLC | 87,622 | $936.7K | 0.00% | −69,223−44.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 61,697 | $660.0K | 0.00% | −4,300−6.5% | Reduced |
| Equitable Holdings, Inc. | 55,581 | $606.9K | 0.00% | +2,501+4.7% | Added |
| Royal Bank of Canada | 51,751 | $553.0K | 0.00% | −951−1.8% | Reduced |
| Wells Fargo & Company | 51,305 | $548.5K | 0.00% | +2,203+4.5% | Added |
| Calamos Advisors LLC | 49,337 | $527.4K | 0.00% | +49,337 | New |
| Bank of America Corp | 41,647 | $445.2K | 0.00% | −2,523−5.7% | Reduced |
| Diligent Investors, LLC | 39,294 | $420.1K | 0.10% | +161+0.4% | Added |
| Commonwealth Equity Services, LLC | 38,566 | $412.3K | 0.00% | −15,305−28.4% | Reduced |
| Arete Wealth Advisors, LLC | 25,126 | $345.2K | 0.03% | +25,126 | New |
| GWM Advisors LLC | 31,300 | $334.6K | 0.00% | −12,800−29.0% | Reduced |
| Cornerstone Wealth Management, LLC | 30,311 | $324.0K | 0.02% | −3,008−9.0% | Reduced |
| FSA Advisors, Inc. | 29,177 | $311.9K | 0.21% | −7,242−19.9% | Reduced |
| Envestnet Asset Management Inc | 27,889 | $298.1K | 0.00% | +470+1.7% | Added |
| Post Resch Tallon Group Inc. | 27,683 | $295.4K | 0.24% | −452−1.6% | Reduced |
| Melfa Wealth Management, LLC | 25,645 | $274.1K | 0.16% | −308−1.2% | Reduced |
| Raymond James Financial Inc | 24,238 | $259.1K | 0.00% | +6,992+40.5% | Added |
| Bey-Douglas LLC | 21,306 | $227.8K | 0.20% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,767 | $157.9K | 0.00% | +940+6.8% | Added |
| Susquehanna International Group, LLP | 14,322 | $153.1K | 0.00% | +14,322 | New |
| Sowell Financial Services LLC | 14,170 | $151.5K | 0.01% | +292+2.1% | Added |
| Resurgent Financial Advisors LLC | 12,149 | $129.9K | 0.05% | +12,149 | New |
| Wedbush Securities Inc | 11,715 | $125.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,650 | $113.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,655 | $49.8K | 0.00% | +4,655 | New |
| CoreCap Advisors, LLC | 3,600 | $38.5K | 0.00% | +1,400+63.6% | Added |
| Barrett & Company, Inc. | 3,000 | $32.1K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 2,487 | $26.6K | 0.00% | +108+4.5% | Added |
| Advisory Services Network, LLC | 1,825 | $19.5K | 0.00% | +1,825 | New |
| MAI Capital Management | 500 | $5.34K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 237 | $4.28K | 0.00% | −163−40.8% | Reduced |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −25,786−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −9,398−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |