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 | No change | 1,827,591 | 19,773 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 764,074 | 8,237 | 0.16% | 0.16% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 347,294 | 3,743 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 328,108 | 3,537 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 228,760 | 2,466 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 173,144 | 1,866 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 130,014 | 1,401 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 120,530 | 1,299 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fiera Capital Corp | History | No change | 115,563 | 1,146 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Cetera Investment Advisers | History | No change | 99,269 | 1,070 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 84,720 | 913 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 77,867 | 772 | 0.0% | 0.0% | 12 | -7,899 | -9.21% | Q3 2026 | Nov 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 64,145 | 691 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Chicago Partners Investment Group LLC | History | New | 59,637 | 620 | 0.01% | — | 14 | +59,637 | New | Q3 2026 | Oct 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 61,439 | 609 | 0.0% | 0.0% | 15 | +158 | 0.26% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 53,151 | 573 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 50,785 | 547 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 34,972 | 376 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 37,163 | 368 | 0.25% | 0.26% | 20 | +2,556 | 7.39% | Q3 2026 | Oct 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 37,144 | 368 | 0.0% | 0.0% | 19 | +670 | 1.84% | Q3 2026 | Nov 02, 2026 |
| Diligent Investors, LLC | History | Added to | 35,842 | 355 | 0.08% | 0.09% | 21 | +245 | 0.69% | Q3 2026 | Oct 21, 2026 |
| Calamos Advisors LLC | History | Added to | 35,695 | 354 | 0.0% | 0.0% | 22 | +2,232 | 6.67% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 29,900 | 322 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 27,576 | 297 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 25,542 | 253 | 0.14% | 0.15% | 25 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| FSA Advisors, Inc. | History | Reduced | 21,973 | 217 | 0.09% | 0.12% | 26 | -2,773 | -11.21% | Q3 2026 | Nov 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 19,670 | 195 | 0.01% | 0.01% | 27 | -6,044 | -23.5% | Q3 2026 | Nov 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 14,964 | 161 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 14,772 | 146 | 0.0% | 0.01% | 29 | +309 | 2.14% | Q3 2026 | Oct 23, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 13,520 | 145 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Diest Capital, LLC | History | No change | 12,052 | 129 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 11,650 | 125 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 11,715 | 116 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 10,362 | 102 | 0.0% | 0.0% | 34 | +281 | 2.79% | Q3 2026 | Oct 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,000 | 29 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| UBS Group AG | History | Reduced | 2,272 | 22 | 0.0% | 0.0% | 36 | -10 | -0.44% | Q3 2026 | Nov 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,200 | 21 | 0.0% | 0.0% | 37 | -2,800 | -56.0% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 800 | 8 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 500 | 5 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -81,816 | -100.0% | Q3 2026 | Nov 10, 2026 |
| Shaker Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -63,944 | -100.0% | Q3 2026 | Oct 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,752 | -100.0% | Q3 2026 | Nov 09, 2026 |