Eaton Vance Short Duration Diversified Income Fund - EVG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | Added to | 1,827,591 | 19,773 | 0.0% | 0.0% | 1 | +165,233 | 9.94% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 764,074 | 8,237 | 0.16% | 0.17% | 2 | +1,709 | 0.22% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 347,294 | 3,743 | 0.02% | 0.03% | 3 | -11,126 | -3.1% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 328,108 | 3,537 | 0.0% | 0.0% | 4 | -28,079 | -7.88% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 228,760 | 2,466 | 0.0% | 0.0% | 5 | +34,743 | 17.91% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 173,144 | 1,866 | 0.0% | 0.0% | 6 | +26,260 | 17.88% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 130,014 | 1,401 | 0.0% | 0.0% | 7 | +1,938 | 1.51% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | Added to | 120,530 | 1,299 | 0.01% | 0.01% | 8 | +14,066 | 13.21% | Q2 2026 | Aug 03, 2026 |
| Fiera Capital Corp | History | Added to | 115,563 | 1,245 | 0.0% | 0.0% | 9 | +3,150 | 2.8% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 99,269 | 1,070 | 0.0% | 0.0% | 10 | -23,681 | -19.26% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Reduced | 85,766 | 924 | 0.0% | 0.0% | 11 | -1,856 | -2.12% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 84,720 | 913 | 0.0% | 0.0% | 12 | +60,482 | 249.53% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 81,816 | 881 | 0.01% | 0.02% | 13 | -37,464 | -31.41% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 64,145 | 691 | 0.0% | 0.0% | 14 | +8,564 | 15.41% | Q2 2026 | Aug 17, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 63,944 | 689 | 0.22% | 0.46% | 15 | -60,369 | -48.56% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 61,281 | 661 | 0.0% | 0.0% | 16 | -416 | -0.67% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 53,151 | 573 | 0.0% | 0.0% | 17 | +1,400 | 2.71% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 50,785 | 547 | 0.0% | 0.0% | 18 | -520 | -1.01% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 36,474 | 393 | 0.0% | 0.0% | 19 | -2,092 | -5.42% | Q2 2026 | Jul 29, 2026 |
| Diligent Investors, LLC | History | Reduced | 35,597 | 383 | 0.09% | 0.1% | 20 | -3,697 | -9.41% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 34,972 | 376 | 0.0% | 0.0% | 21 | +7,083 | 25.4% | Q2 2026 | Sep 23, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 34,607 | 373 | 0.26% | 0.24% | 22 | +6,924 | 25.01% | Q2 2026 | Jul 07, 2026 |
| Calamos Advisors LLC | History | Reduced | 33,463 | 360 | 0.0% | 0.0% | 23 | -15,874 | -32.17% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 29,900 | 322 | 0.0% | 0.0% | 24 | -1,400 | -4.47% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 27,576 | 297 | 0.0% | 0.0% | 25 | -14,071 | -33.79% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 25,714 | 277 | 0.01% | 0.02% | 26 | -4,597 | -15.17% | Q2 2026 | Jul 22, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 25,542 | 275 | 0.15% | 0.16% | 27 | -103 | -0.4% | Q2 2026 | Jul 24, 2026 |
| FSA Advisors, Inc. | History | Reduced | 24,746 | 266 | 0.12% | 0.21% | 28 | -4,431 | -15.19% | Q2 2026 | Aug 17, 2026 |
| Bey-Douglas LLC | History | No change | 21,306 | 227 | 0.2% | 0.2% | 29 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 14,964 | 161 | 0.0% | 0.0% | 30 | +197 | 1.33% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 14,463 | 155 | 0.01% | 0.01% | 31 | +293 | 2.07% | Q2 2026 | Jul 17, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 13,520 | 145 | 0.04% | 0.05% | 32 | +1,371 | 11.28% | Q2 2026 | Aug 14, 2026 |
| Van Diest Capital, LLC | History | New | 12,052 | 129 | 0.12% | — | 33 | +12,052 | New | Q2 2026 | Aug 04, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 11,715 | 126 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 11,650 | 125 | 0.0% | 0.0% | 35 | +1,000 | 9.39% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 10,081 | 108 | 0.0% | — | 36 | +10,081 | New | Q2 2026 | Jul 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,000 | 53 | 0.0% | 0.0% | 37 | +1,400 | 38.89% | Q2 2026 | Jul 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,752 | 51 | 0.0% | 0.0% | 38 | +97 | 2.08% | Q2 2026 | Aug 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,000 | 32 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | Reduced | 2,282 | 24 | 0.0% | 0.0% | 40 | -205 | -8.24% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 800 | 8 | 0.0% | 0.0% | 41 | +563 | 237.55% | Q2 2026 | Aug 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 500 | 5 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -25,126 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,322 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,825 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 14, 2026 |