Eaton Vance Short Duration Diversified Income Fund - EVG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 1,543,771 | 16,857 | 0.0% | 0.0% | 1 | +27,734 | 1.83% | Q4 2025 | Feb 17, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 776,881 | 8,484 | 10.4% | 0.2% | 2 | -87,233 | -10.1% | Q4 2025 | Feb 25, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 378,332 | 4,131 | 0.03% | 0.03% | 3 | +48,411 | 14.67% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 338,025 | 3,691 | 0.0% | 0.0% | 4 | +8,225 | 2.49% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 156,845 | 1,712 | 0.0% | 0.0% | 5 | -8,311 | -5.03% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 153,556 | 1,676 | 0.0% | 0.0% | 6 | -4,590 | -2.9% | Q4 2025 | Feb 19, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 142,927 | 1,560 | 0.0% | 0.0% | 7 | +27,687 | 24.03% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 129,495 | 1,414 | 0.0% | 0.0% | 8 | +458 | 0.35% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 119,865 | 1,308 | 0.02% | 0.02% | 9 | +17 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Shaker Financial Services, LLC | History | Added to | 118,733 | 1,296 | 0.41% | 0.11% | 10 | +91,046 | 328.84% | Q4 2025 | Jan 26, 2026 |
| Fiera Capital Corp | History | Added to | 116,330 | 1,270 | 0.0% | 0.0% | 11 | +38,336 | 49.15% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 92,287 | 1,007 | 0.01% | 0.01% | 12 | +1,926 | 2.13% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 82,169 | 897 | 0.0% | 0.0% | 13 | +4,093 | 5.24% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 65,997 | 721 | 0.0% | 0.0% | 14 | -1,989 | -2.93% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 53,871 | 588 | 0.0% | 0.0% | 15 | +6,114 | 12.8% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 53,080 | 579 | 0.0% | 0.0% | 16 | +1,578 | 3.06% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 52,702 | 576 | 0.0% | — | 17 | +52,702 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 49,102 | 536 | 0.0% | 0.0% | 18 | +5,161 | 11.75% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 44,170 | 482 | 0.0% | 0.0% | 19 | -4,548 | -9.34% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 44,100 | 481 | 0.0% | 0.0% | 20 | +300 | 0.68% | Q4 2025 | Feb 18, 2026 |
| Diligent Investors, LLC | History | Added to | 39,133 | 427 | 0.11% | 0.11% | 21 | +223 | 0.57% | Q4 2025 | Jan 23, 2026 |
| FSA Advisors, Inc. | History | Reduced | 36,419 | 397 | 0.28% | 0.37% | 22 | -4,677 | -11.38% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 33,319 | 363 | 0.02% | 0.03% | 23 | -7,771 | -18.91% | Q4 2025 | Feb 05, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 28,135 | 307 | 0.26% | 0.28% | 24 | -58 | -0.21% | Q4 2025 | Jan 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 27,419 | 299 | 0.0% | 0.0% | 25 | -8,545 | -23.76% | Q4 2025 | Feb 10, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 25,953 | 283 | 0.16% | 0.17% | 26 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 25,786 | 259 | 0.02% | — | 27 | +25,786 | New | Q4 2025 | Feb 03, 2026 |
| Bey-Douglas LLC | History | No change | 21,306 | 232 | 0.19% | 0.18% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 17,246 | 188 | 0.0% | 0.0% | 29 | +14 | 0.08% | Q4 2025 | Feb 18, 2026 |
| Sowell Financial Services LLC | History | Added to | 13,878 | 151 | 0.01% | 0.01% | 30 | +278 | 2.04% | Q4 2025 | Jan 21, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,827 | 150 | 0.0% | 0.0% | 31 | -18,171 | -56.79% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 11,715 | 128 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ELCO Management Co., LLC | History | Reduced | 11,100 | 121 | 0.08% | 0.09% | 33 | -3,475 | -23.84% | Q4 2025 | Feb 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 10,650 | 116 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 9,398 | 102 | 0.0% | — | 35 | +9,398 | New | Q4 2025 | Feb 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,000 | 32 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Reduced | 2,379 | 25 | 0.0% | 0.0% | 37 | -377 | -13.68% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,200 | 24 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| EASTERN BANK | History | No change | 2,100 | 22 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,000 | 10 | 0.0% | — | 40 | +1,000 | New | Q4 2025 | Mar 16, 2026 |
| MAI Capital Management | History | New | 500 | 5 | 0.0% | — | 42 | +500 | New | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 500 | 5 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | No change | 400 | 4 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,725 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,192 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,825 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,490 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q3 2025 | Nov 13, 2025 |