EVG · Eaton Vance Short Duration Diversified Income Fund

$10.63 +0.00 (+0.00%) At close · Aug 19

Market Cap

$143.05M

13.46M

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.

Quarter:

Holders: 41

Total Value: $54,906,021

Total Shares: 5,093,325

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 41 13F filers · Δ vs Mar 31, 2026

Top Holder

35.9%

+2.5 pts

Top 5

68.6%

+1.7 pts

Top 10

81.2%

+1.3 pts

HHI

1,672

Moderately concentrated+149

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -3

Institutional value: +3.1%

Shares held: +1.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega AMERIPRISE FINANCIAL INC	+165,233	1,827,591
Mega RAYMOND JAMES FINANCIAL INC	+60,482	84,720
Mega Invesco Ltd.	+34,743	228,760
Large OSAIC HOLDINGS, INC.	+26,260	173,144
Large AE Wealth Management LLC	+14,066	120,530

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small Shaker Financial Services, LLC	−60,369	63,944
Mid Advisors Asset Management, Inc.	−37,464	81,816
Mega MORGAN STANLEY	−28,079	328,108
Large Cetera Investment Advisers	−23,681	99,269
Large Calamos Advisors LLC	−15,874	33,463

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Micro Van Diest Capital, LLC	12,052	$129,920
Mid Dynamic Advisor Solutions LLC	10,081	$108,673

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Arete Wealth Advisors, LLC	25,126	$268,596
Small Bey-Douglas LLC	21,306	$227,761
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	14,322	$153,102
Mid Advisory Services Network, LLC	1,825	$19,509
Large MAI Capital Management	500	$5,345

Filter: New 2 Increased 19 Reduced 17 Sold out 5 Unchanged 3

Showing 41 of 41

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

AMERIPRISE FINANCIAL INC

$19,701,430

35.88%

1,827,591

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	1,827,591	$19,701,430	100.0%	Defined

SIT INVESTMENT ASSOCIATES INC

$8,236,717

15.00%

764,074

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	764,074	$8,236,717	100.0%	Sole

GUGGENHEIM CAPITAL LLC

$3,743,829

6.82%

347,294

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	347,294	$3,743,829	100.0%	Defined

MORGAN STANLEY

$3,537,003

6.44%

328,108

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	328,108	$3,537,003	100.0%	Defined

Invesco Ltd.

$2,466,031

4.49%

228,760

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	101,346	$1,092,509	44.3%	Defined
Invesco Capital Management LLC	127,414	$1,373,522	55.7%	Defined

OSAIC HOLDINGS, INC.

$1,866,492

3.40%

173,144

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	173,144	$1,866,492	100.0%	Defined

FIRST TRUST ADVISORS LP

$1,401,550

2.55%

130,014

AE Wealth Management LLC

$1,299,313

2.37%

120,530

Fiera Capital Corp

$1,245,769

2.27%

115,563

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	115,563	$1,245,769	100.0%	Other

Cetera Investment Advisers

$1,070,119

1.95%

99,269

LPL Financial LLC

$924,557

1.68%

85,766

RAYMOND JAMES FINANCIAL INC

$913,280

1.66%

84,720

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	59,333	$639,609	70.0%	Defined
Raymond James Financial Services Advisors, Inc.	25,387	$273,671	30.0%	Defined

Advisors Asset Management, Inc.

$881,976

1.61%

81,816

Equitable Holdings, Inc.

$691,483

1.26%

64,145

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	64,145	$691,483	100.0%	Defined

Shaker Financial Services, LLC

$689,316

1.26%

63,944

Cambridge Investment Research Advisors, Inc.

$660,609

1.20%

61,281

ROYAL BANK OF CANADA

$572,967

1.04%

53,151

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	53,151	$572,967	100.0%	Defined

WELLS FARGO & COMPANY/MN

$547,461

1.00%

50,785

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	25,538	$275,299	50.3%	Defined
WELLS FARGO CLEARING SERVICES, LLC	25,247	$272,162	49.7%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$393,189

0.72%

36,474

Diligent Investors, LLC

$383,735

0.70%

35,597

ENVESTNET ASSET MANAGEMENT INC

$376,998

0.69%

34,972

Post Resch Tallon Group Inc.

$373,063

0.68%

34,607

Calamos Advisors LLC

$360,731

0.66%

33,463

NewEdge Advisors, LLC

$322,322

0.59%

29,900

BANK OF AMERICA CORP /DE/

$297,269

0.54%

27,576

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	27,576	$297,269	100.0%	Defined

Cornerstone Wealth Management, LLC

$277,196

0.50%

25,714

MELFA WEALTH MANAGEMENT, INC.

$275,342

0.50%

25,542

FSA Advisors, Inc.

$266,761

0.49%

24,746

STIFEL FINANCIAL CORP

$161,311

0.29%

14,964

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	14,964	$161,311	100.0%	Defined

Sowell Financial Services LLC

$155,911

0.28%

14,463

Resurgent Financial Advisors LLC

$145,745

0.27%

13,520

Van Diest Capital, LLC

$129,920

0.24%

12,052

WEDBUSH SECURITIES INC

$126,287

0.23%

11,715

Baird Financial Group, Inc.

$125,587

0.23%

11,650

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	11,650	$125,587	100.0%	Defined

Dynamic Advisor Solutions LLC

$108,673

0.20%

10,081

CoreCap Advisors, LLC

$53,900

0.10%

5,000

HARBOUR INVESTMENTS, INC.

$51,226

0.09%

4,752

BARRETT & COMPANY, INC.

$32,340

0.06%

3,000

UBS Group AG

$24,599

0.04%

2,282

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	944	$10,176	41.4%	Defined
UBS AG	1,338	$14,423	58.6%	Defined

Arax Advisory Partners

$8,624

0.02%

800

HAZLETT, BURT & WATSON, INC.

$5,390

0.01%

500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	14,322	$153,102	100.0%	Other

Key facts CIK 1287498 CUSIP 27828V104 13F (30d) 37 filings 36 filers Visit website