EVG · Eaton Vance Short Duration Diversified Income Fund · Shareholders & Ownership
Market Cap
$140.22M
Shares
13.46M
Volume · Nov 6
31.67K
Avg daily vol (3M)
45.61K
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Every disclosed holder of EVG in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns EVG
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 5,086,625 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 197,954 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of EVG
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,827,591 | ||
| 1.1 |
AMERIPRISE FINANCIAL INC
13G
CIK 820027 · Investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
1,827,591 | ||
| 2 |
SIT INVESTMENT ASSOCIATES INC
13G
CIK 769317 · Registered investment adviser · Sep 29, 2026
Rule 13d-1(b), qualified institution, not summed
|
784,238 | ||
| 2.1 |
SIT INVESTMENT ASSOCIATES INC
13F
CIK 769317 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
764,074 | ||
| 3 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
347,294 | ||
| 4 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
328,108 | ||
| 5 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
228,760 | ||
| 5.1 |
Invesco CEF Income Composite ETF
Fund
S000027370 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
125,302 | ||
| 6 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
173,144 | ||
| 7 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
130,014 | ||
| 7.1 |
First Trust Income Opportunities ETF
Fund
S000053967 · Registered fund · Aug 31, 2026
First Trust Exchange-Traded Fund VIII, not summed
|
38,445 | ||
| 8 |
AE Wealth Management LLC
13F
CIK 1697723 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
120,530 | ||
| 9 |
Fiera Capital Corp
13F
CIK 1505817 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
115,563 | ||
| 10 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
99,269 | ||
| 11 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
85,766 | ||
| 12 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
84,720 | ||
| 13 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
81,816 | ||
| 14 |
Equitable Holdings, Inc.
13F
CIK 1333986 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
64,145 | ||
| 15 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Sep 30, 2026
|
61,439 | ||
| 16 |
Chicago Partners Investment Group LLC
13F
CIK 1563525 · Registered investment adviser · Sep 30, 2026
|
59,637 | ||
| 17 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
53,151 | ||
| 18 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,785 | ||
| 19 |
Post Resch Tallon Group Inc.
13F
CIK 2054476 · Registered investment adviser · Sep 30, 2026
|
37,163 | ||
| 20 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Sep 30, 2026
|
37,144 | ||
| 21 |
Diligent Investors, LLC
13F
CIK 1549042 · Registered investment adviser · Sep 30, 2026
|
35,842 | ||
| 22 |
Calamos Advisors LLC
13F
CIK 1316507 · Registered investment adviser · Sep 30, 2026
|
35,695 | ||
| 22.1 |
Calamos CEF Income & Arbitrage ETF
Fund
S000083148 · Registered fund · Jul 31, 2026
Calamos ETF Trust, not summed
|
34,207 | ||
| 23 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
34,972 | ||
| 24 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,900 | ||
| 25 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,576 | ||
| 26 |
MELFA WEALTH MANAGEMENT, INC.
13F
CIK 1962465 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,542 | ||
| 27 |
FSA Advisors, Inc.
13F
CIK 1905627 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
24,746 | ||
| 28 |
Cornerstone Wealth Management, LLC
13F
CIK 1674117 · Registered investment adviser · Sep 30, 2026
|
19,670 | ||
| 29 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,964 | ||
| 30 |
Sowell Financial Services LLC
13F
CIK 1633697 · Registered investment adviser · Sep 30, 2026
|
14,772 | ||
| 31 |
Resurgent Financial Advisors LLC
13F
CIK 1912339 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,520 | ||
| 32 |
Van Diest Capital, LLC
13F
CIK 2111825 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,052 | ||
| 33 |
WEDBUSH SECURITIES INC
13F
CIK 1142495 · Registered investment adviser · Sep 30, 2026
|
11,715 | ||
| 34 |
Baird Financial Group, Inc.
13F
CIK 1648711 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,650 | ||
| 35 |
Dynamic Advisor Solutions LLC
13F
CIK 1599747 · Unknown · Sep 30, 2026
|
10,362 | ||
| 36 |
HARBOUR INVESTMENTS, INC.
13F
CIK 810121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,752 | ||
| 37 |
BARRETT & COMPANY, INC.
13F
CIK 887602 · Registered investment adviser · Sep 30, 2026
|
3,000 | ||
| 38 |
|
2,282 | ||
| 39 |
CoreCap Advisors, LLC
13F
CIK 1902501 · Registered investment adviser · Sep 30, 2026
|
2,200 | ||
| 40 |
Arax Advisory Partners
13F
CIK 1586767 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
800 | ||
| 41 |
HAZLETT, BURT & WATSON, INC.
13F
CIK 46392 · Registered investment adviser · Sep 30, 2026
|
500 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.