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 | 1,662,358 | 17,772 | 0.0% | 0.0% | 1 | +118,587 | 7.68% | Q1 2026 | Jul 17, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 762,365 | 8,150 | 0.17% | 0.17% | 2 | -14,516 | -1.87% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 358,420 | 3,831 | 0.03% | 0.03% | 3 | -19,912 | -5.26% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 356,187 | 3,807 | 0.0% | 0.0% | 4 | +18,162 | 5.37% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 194,017 | 2,074 | 0.0% | 0.0% | 5 | +40,461 | 26.35% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 146,884 | 1,570 | 0.0% | 0.0% | 6 | +3,957 | 2.77% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 128,076 | 1,369 | 0.0% | 0.0% | 7 | -1,419 | -1.1% | Q1 2026 | May 13, 2026 |
| Shaker Financial Services, LLC | History | Added to | 124,313 | 1,328 | 0.46% | 0.41% | 8 | +5,580 | 4.7% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 122,950 | 1,314 | 0.0% | 0.0% | 9 | +40,781 | 49.63% | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 119,280 | 1,275 | 0.02% | 0.02% | 10 | -585 | -0.49% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | Reduced | 112,413 | 1,201 | 0.0% | 0.0% | 11 | -3,917 | -3.37% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 106,464 | 1,138 | 0.01% | 0.01% | 12 | +14,177 | 15.36% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 87,622 | 936 | 0.0% | 0.0% | 13 | -69,223 | -44.13% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 61,697 | 660 | 0.0% | 0.0% | 14 | -4,300 | -6.52% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 55,581 | 606 | 0.0% | 0.0% | 15 | +2,501 | 4.71% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 51,751 | 553 | 0.0% | 0.0% | 16 | -951 | -1.8% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 51,305 | 548 | 0.0% | 0.0% | 17 | +2,203 | 4.49% | Q1 2026 | Jul 08, 2026 |
| Calamos Advisors LLC | History | New | 49,337 | 527 | 0.0% | — | 18 | +49,337 | New | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 41,647 | 445 | 0.0% | 0.0% | 19 | -2,523 | -5.71% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | Added to | 39,294 | 420 | 0.1% | 0.11% | 20 | +161 | 0.41% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 38,566 | 412 | 0.0% | 0.0% | 21 | -15,305 | -28.41% | Q1 2026 | Apr 27, 2026 |
| Arete Wealth Advisors, LLC | History | New | 25,126 | 345 | 0.03% | — | 22 | +25,126 | New | Q1 2026 | May 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 31,300 | 334 | 0.0% | 0.0% | 23 | -12,800 | -29.02% | Q1 2026 | Jun 02, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 30,311 | 324 | 0.02% | 0.02% | 24 | -3,008 | -9.03% | Q1 2026 | Apr 23, 2026 |
| FSA Advisors, Inc. | History | Reduced | 29,177 | 311 | 0.21% | 0.28% | 25 | -7,242 | -19.89% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 27,889 | 298 | 0.0% | 0.0% | 26 | +470 | 1.71% | Q1 2026 | May 04, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 27,683 | 295 | 0.24% | 0.26% | 27 | -452 | -1.61% | Q1 2026 | Apr 08, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 25,645 | 274 | 0.16% | 0.16% | 28 | -308 | -1.19% | Q1 2026 | Apr 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 24,238 | 259 | 0.0% | 0.0% | 29 | +6,992 | 40.54% | Q1 2026 | May 14, 2026 |
| Bey-Douglas LLC | History | No change | 21,306 | 227 | 0.2% | 0.19% | 30 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 14,767 | 157 | 0.0% | 0.0% | 31 | +940 | 6.8% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,322 | 153 | 0.0% | — | 32 | +14,322 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 14,170 | 151 | 0.01% | 0.01% | 33 | +292 | 2.1% | Q1 2026 | Apr 20, 2026 |
| Resurgent Financial Advisors LLC | History | New | 12,149 | 129 | 0.05% | — | 34 | +12,149 | New | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 11,715 | 125 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 10,650 | 113 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 4,655 | 49 | 0.0% | — | 37 | +4,655 | New | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,600 | 38 | 0.0% | 0.0% | 38 | +1,400 | 63.64% | Q1 2026 | Apr 07, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,000 | 32 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 2,487 | 26 | 0.0% | 0.0% | 40 | +108 | 4.54% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 1,825 | 19 | 0.0% | — | 41 | +1,825 | New | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 500 | 5 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 500 | 5 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 237 | 4 | 0.0% | 0.0% | 44 | -163 | -40.75% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -25,786 | -100.0% | Q1 2026 | May 01, 2026 |
| ELCO Management Co., LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -11,100 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,398 | -100.0% | Q1 2026 | Apr 30, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,100 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 14, 2026 |