EVG
Eaton Vance Short Duration Diversified Income Fund
$10.79
+0.03 (+0.28%)
At close · Jul 2
Market Cap
$145.20M
Shares
13,456,906
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 44
Total Value: $53,533,136
Total Shares: 5,007,779
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 44 13F filers · Δ vs Dec 31, 2025Top Holder
33.2%
+1.4 pts
Top 5
66.6%
+0.7 pts
Top 10
79.4%
−0.2 pts
HHI
1,507
Moderately concentrated+55
Quarterly Activity
vs Dec 31, 2025
New
6
Increased
16
Decreased
16
Sold Out
5
Unchanged
6
Holder count:
+1
Institutional value:
+1.1%
Shares held:
+3.3%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega AMERIPRISE FINANCIAL INC | +118,587 | 1,662,358 | |
| Large Cetera Investment Advisers | +40,781 | 122,950 | |
| Mega Invesco Ltd. | +40,461 | 194,017 | |
| Mega MORGAN STANLEY | +18,162 | 356,187 | |
| Mid AE Wealth Management LLC | +14,177 | 106,464 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega LPL Financial LLC | −69,223 | 87,622 | |
| Large GUGGENHEIM CAPITAL LLC | −19,912 | 358,420 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | −15,305 | 38,566 | |
| Mid SIT INVESTMENT ASSOCIATES INC | −14,516 | 762,365 | |
| Large NewEdge Advisors, LLC | −12,800 | 31,300 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Calamos Advisors LLC | 49,337 | $527,412 | |
| Small Arete Wealth Advisors, LLC | 25,126 | $268,596 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,322 | $153,102 | |
| Small Resurgent Financial Advisors LLC | 12,149 | $129,872 | |
| Mid HARBOUR INVESTMENTS, INC. | 4,655 | $49,761 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 25,786 | $281,583 | |
| Small ELCO Management Co., LLC | 11,100 | $121,212 | |
| Large Kestra Advisory Services, LLC | 9,398 | $102,626 | |
| Mid EASTERN BANK | 2,100 | $22,932 | |
| Large Rockefeller Capital Management L.P. | 1,000 | $10,920 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega AMERIPRISE FINANCIAL INC | $17,770,607 | 33.20% | 1,662,358 | Shares | Defined | 2026-05-15 | ||||
| Mid SIT INVESTMENT ASSOCIATES INC | $8,149,681 | 15.22% | 762,365 | Shares | Sole | 2026-05-13 | ||||
| Large GUGGENHEIM CAPITAL LLC | $3,831,509 | 7.16% | 358,420 | Shares | Defined | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $3,807,638 | 7.11% | 356,187 | Shares | Defined | 2026-05-15 | ||||
| Mega Invesco Ltd. | $2,074,041 | 3.87% | 194,017 | Shares | Defined | 2026-05-12 | ||||
| Large OSAIC HOLDINGS, INC. | $1,570,189 | 2.93% | 146,884 | Shares | Defined | 2026-05-15 | ||||
| Mega FIRST TRUST ADVISORS LP | $1,369,132 | 2.56% | 128,076 | Shares | Sole | 2026-05-13 | ||||
| Small Shaker Financial Services, LLC | $1,328,905 | 2.48% | 124,313 | Shares | Sole | 2026-05-12 | ||||
| Large Cetera Investment Advisers | $1,314,335 | 2.46% | 122,950 | Shares | Sole | 2026-05-13 | ||||
| Mid Advisors Asset Management, Inc. | $1,275,103 | 2.38% | 119,280 | Shares | Sole | 2026-05-15 | ||||
| Large Fiera Capital Corp | $1,201,694 | 2.24% | 112,413 | Shares | Other | 2026-05-12 | ||||
| Mid AE Wealth Management LLC | $1,138,100 | 2.13% | 106,464 | Shares | Sole | 2026-05-13 | ||||
| Mega LPL Financial LLC | $936,679 | 1.75% | 87,622 | Shares | Sole | 2026-05-06 | ||||
| Large Cambridge Investment Research Advisors, Inc. | $659,540 | 1.23% | 61,697 | Shares | Sole | 2026-04-30 | ||||
| Mid Equitable Holdings, Inc. | $594,160 | 1.11% | 55,581 | Shares | Defined | 2026-05-15 | ||||
| Mega ROYAL BANK OF CANADA Bank | $553,218 | 1.03% | 51,751 | Shares | Defined | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $548,450 | 1.02% | 51,305 | Shares | Defined | 2026-05-11 | ||||
| Large Calamos Advisors LLC | $527,412 | 0.99% | 49,337 | Shares | Sole | 2026-05-04 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $445,206 | 0.83% | 41,647 | Shares | Defined | 2026-05-18 | ||||
| Small Diligent Investors, LLC | $420,052 | 0.78% | 39,294 | Shares | Sole | 2026-04-15 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $412,270 | 0.77% | 38,566 | Shares | Sole | 2026-04-27 | ||||
| Large NewEdge Advisors, LLC | $334,597 | 0.63% | 31,300 | Shares | Sole | 2026-05-18 | ||||
| Small Cornerstone Wealth Management, LLC | $324,024 | 0.61% | 30,311 | Shares | Sole | 2026-04-24 | ||||
| Micro FSA Advisors, Inc. | $311,902 | 0.58% | 29,177 | Shares | Sole | 2026-05-06 | ||||
| Mega ENVESTNET ASSET MANAGEMENT INC | $298,133 | 0.56% | 27,889 | Shares | Sole | 2026-05-04 | ||||
| Micro Post Resch Tallon Group Inc. | $295,931 | 0.55% | 27,683 | Shares | Sole | 2026-04-08 | ||||
| Small MELFA WEALTH MANAGEMENT, INC. | $274,145 | 0.51% | 25,645 | Shares | Sole | 2026-04-10 | ||||
| Small Arete Wealth Advisors, LLC | $268,596 | 0.50% | 25,126 | Shares | Sole | 2026-05-20 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $259,103 | 0.48% | 24,238 | Shares | Defined | 2026-05-14 | ||||
| Small Bey-Douglas LLC | $227,761 | 0.43% | 21,306 | Shares | Sole | 2026-05-12 | ||||
| Large STIFEL FINANCIAL CORP | $157,859 | 0.29% | 14,767 | Shares | Defined | 2026-05-12 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $153,102 | 0.29% | 14,322 | Shares | Other | 2026-05-15 | ||||
| Mid Sowell Financial Services LLC | $151,477 | 0.28% | 14,170 | Shares | Sole | 2026-04-20 | ||||
| Small Resurgent Financial Advisors LLC | $129,872 | 0.24% | 12,149 | Shares | Sole | 2026-05-13 | ||||
| Mid WEDBUSH SECURITIES INC Broker-Dealer | $125,233 | 0.23% | 11,715 | Shares | Sole | 2026-04-21 | ||||
| Large Baird Financial Group, Inc. | $113,848 | 0.21% | 10,650 | Shares | Defined | 2026-05-14 | ||||
| Mid HARBOUR INVESTMENTS, INC. | $49,761 | 0.09% | 4,655 | Shares | Sole | 2026-05-15 | ||||
| Small CoreCap Advisors, LLC | $38,484 | 0.07% | 3,600 | Shares | Sole | 2026-04-07 | ||||
| Micro BARRETT & COMPANY, INC. | $32,070 | 0.06% | 3,000 | Shares | Sole | 2026-05-04 | ||||
| Mega UBS Group AG | $26,585 | 0.05% | 2,487 | Shares | Defined | 2026-05-05 | ||||
| Mid Advisory Services Network, LLC | $19,509 | 0.04% | 1,825 | Shares | Sole | 2026-05-15 | ||||
| Mid MAI Capital Management | $5,345 | 0.01% | 500 | Shares | Sole | 2026-05-15 | ||||
| Small HAZLETT, BURT & WATSON, INC. | $5,345 | 0.01% | 500 | Shares | Sole | 2026-05-14 | ||||
| Mid Arax Advisory Partners | $2,533 | 0.00% | 237 | Shares | Sole | 2026-05-13 | ||||
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