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, Q2 2026
Institutional positions in Eaton Vance Short Duration Diversified Income Fund as of Jun 30, 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
- 41
- −2 vs. Q1 2026
- Shares held
- 5.09M
- +106.9K (+2.1%) vs. Q1 2026
- Total value
- $55.0M
- +$1.58M (+3.0%) vs. Q1 2026
- New holders
- 2
- 19 more added
- Sold out
- 4
- 17 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Short Duration Diversified Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 800 | $8.62K | 0.00% | +563+237.6% | Added |
| UBS Group AG | 2,282 | $24.6K | 0.00% | −205−8.2% | Reduced |
| Barrett & Company, Inc. | 3,000 | $32.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,752 | $51.2K | 0.00% | +97+2.1% | Added |
| CoreCap Advisors, LLC | 5,000 | $53.9K | 0.00% | +1,400+38.9% | Added |
| Dynamic Advisor Solutions LLC | 10,081 | $108.7K | 0.00% | +10,081 | New |
| Baird Financial Group, Inc. | 11,650 | $125.6K | 0.00% | +1,000+9.4% | Added |
| Wedbush Securities Inc | 11,715 | $126.0K | 0.00% | 00.0% | Unchanged |
| Van Diest Capital, LLC | 12,052 | $129.9K | 0.12% | +12,052 | New |
| Resurgent Financial Advisors LLC | 13,520 | $145.7K | 0.04% | +1,371+11.3% | Added |
| Sowell Financial Services LLC | 14,463 | $155.9K | 0.01% | +293+2.1% | Added |
| Stifel Financial Corp | 14,964 | $161.3K | 0.00% | +197+1.3% | Added |
| FSA Advisors, Inc. | 24,746 | $266.8K | 0.12% | −4,431−15.2% | Reduced |
| Melfa Wealth Management, LLC | 25,542 | $275.3K | 0.15% | −103−0.4% | Reduced |
| Cornerstone Wealth Management, LLC | 25,714 | $277.2K | 0.01% | −4,597−15.2% | Reduced |
| Bank of America Corp | 27,576 | $297.3K | 0.00% | −14,071−33.8% | Reduced |
| GWM Advisors LLC | 29,900 | $322.3K | 0.00% | −1,400−4.5% | Reduced |
| Calamos Advisors LLC | 33,463 | $360.7K | 0.00% | −15,874−32.2% | Reduced |
| Post Resch Tallon Group Inc. | 34,607 | $373.1K | 0.26% | +6,924+25.0% | Added |
| Envestnet Asset Management Inc | 34,972 | $377.0K | 0.00% | +7,083+25.4% | Added |
| Diligent Investors, LLC | 35,597 | $383.7K | 0.09% | −3,697−9.4% | Reduced |
| Commonwealth Equity Services, LLC | 36,474 | $393.2K | 0.00% | −2,092−5.4% | Reduced |
| Wells Fargo & Company | 50,785 | $547.5K | 0.00% | −520−1.0% | Reduced |
| Royal Bank of Canada | 53,151 | $573.0K | 0.00% | +1,400+2.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 61,281 | $661.0K | 0.00% | −416−0.7% | Reduced |
| Shaker Financial Services, LLC | 63,944 | $689.3K | 0.22% | −60,369−48.6% | Reduced |
| Equitable Holdings, Inc. | 64,145 | $691.5K | 0.00% | +8,564+15.4% | Added |
| Advisors Asset Management, Inc. | 81,816 | $882.0K | 0.01% | −37,464−31.4% | Reduced |
| Raymond James Financial Inc | 84,720 | $913.3K | 0.00% | +60,482+249.5% | Added |
| LPL Financial LLC | 85,766 | $924.6K | 0.00% | −1,856−2.1% | Reduced |
| Cetera Investment Advisers | 99,269 | $1.07M | 0.00% | −23,681−19.3% | Reduced |
| Fiera Capital Corp | 115,563 | $1.25M | 0.00% | +3,150+2.8% | Added |
| AE Wealth Management LLC | 120,530 | $1.30M | 0.01% | +14,066+13.2% | Added |
| First Trust Advisors LP | 130,014 | $1.40M | 0.00% | +1,938+1.5% | Added |
| Advisor Group Holdings, Inc. | 173,144 | $1.87M | 0.00% | +26,260+17.9% | Added |
| Invesco Ltd. | 228,760 | $2.47M | 0.00% | +34,743+17.9% | Added |
| Morgan Stanley | 328,108 | $3.54M | 0.00% | −28,079−7.9% | Reduced |
| Guggenheim Capital LLC | 347,294 | $3.74M | 0.02% | −11,126−3.1% | Reduced |
| Sit Investment Associates Inc | 764,074 | $8.24M | 0.16% | +1,709+0.2% | Added |
| Ameriprise Financial Inc | 1,827,591 | $19.8M | 0.00% | +165,233+9.9% | Added |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,126−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,322−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bey-Douglas LLC | – | – | – | – | Not filed |