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