Latest Period
Q1 2026
Security Snapshot
Eaton Vance Short Duration Diversified Income Fund - Common Stock (EVG) Institutional Ownership
CUSIP: 27828V104
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
43
Shares (Excl. Options)
5,007,541
Price
$10.69
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- Security type / class
- Equity / Common Stock
- Symbol
- EVG on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 5,007,541
- Total 13F value
- $53,621,762
- Portfolio coverage rank
- 0%
- Share change
- +158,340
- Value change
- +$1,780,834
- Number of holders
- 43
- Shares outstanding
- 13,406,113
- SEC-reported price per share
- $10.99
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- EVG - Eaton Vance Short Duration Diversified Income Fund - Common Stock is tracked under CUSIP 27828V104.
- 43 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 43 to 43 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $52,936,354 to $53,621,762.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 43 institutions filings for Q1 2026.
Security key
27828V104
Latest holder period
Q1 2026
13F holders
43
13D/G owners
2
CIK / CUSIP context first
Open Q1 2026 holders
EVG full holder history
Eaton Vance Short Duration Diversified Income Fund SEC filings
Eaton Vance Short Duration Diversified Income Fund insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 27828V104:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
EVG
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 12% | +10% | $17,903,596 | +$1,575,877 | 1,662,358 | +9.7% | Ameriprise Financial, Inc. | 31 Mar 2026 |
| SIT INVESTMENT ASSOCIATES INC | 5.2% | -20% | $7,571,819 | -$1,787,921 | 693,390 | -19% | Sit Investment Associates, Inc. | 04 Feb 2026 |
As of 31 Mar 2026, 43 institutional investors reported holding 5,007,541 shares of Eaton Vance Short Duration Diversified Income Fund - Common Stock (EVG). This represents 37% of the company’s total 13,406,113 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
36%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 12% | 1,662,358 | +7.7% | 0% | $17,772,895 |
| SIT INVESTMENT ASSOCIATES INC | 5.7% | 762,365 | -1.9% | 0.17% | $8,150,000 |
| GUGGENHEIM CAPITAL LLC | 2.7% | 358,420 | -5.3% | 0.03% | $3,831,510 |
| MORGAN STANLEY | 2.7% | 356,186 | +5.4% | 0% | $3,807,628 |
| Invesco Ltd. | 1.4% | 194,017 | +26% | 0% | $2,074,041 |
| OSAIC HOLDINGS, INC. | 1.1% | 146,884 | +2.8% | 0% | $1,570,199 |
| FIRST TRUST ADVISORS LP | 0.96% | 128,076 | -1.1% | 0% | $1,369,127 |
| Shaker Financial Services, LLC | 0.93% | 124,313 | +4.7% | 0.46% | $1,328,906 |
| Cetera Investment Advisers | 0.92% | 122,950 | +50% | 0% | $1,314,339 |
| Advisors Asset Management, Inc. | 0.89% | 119,280 | -0.49% | 0.02% | $1,275,103 |
| Fiera Capital Corp | 0.84% | 112,413 | -3.4% | 0% | $1,201,695 |
| AE Wealth Management LLC | 0.79% | 106,464 | +15% | 0.01% | $1,138,098 |
| LPL Financial LLC | 0.65% | 87,622 | -44% | 0% | $936,677 |
| Cambridge Investment Research Advisors, Inc. | 0.46% | 61,697 | -6.5% | 0% | $660,000 |
| Equitable Holdings, Inc. | 0.41% | 55,581 | +4.7% | 0% | $606,945 |
| ROYAL BANK OF CANADA | 0.39% | 51,751 | -1.8% | 0% | $553,000 |
| WELLS FARGO & COMPANY/MN | 0.38% | 51,305 | +4.5% | 0% | $548,451 |
| Calamos Advisors LLC | 0.37% | 49,337 | 0% | $527,413 | |
| BANK OF AMERICA CORP /DE/ | 0.31% | 41,647 | -5.7% | 0% | $445,207 |
| Diligent Investors, LLC | 0.29% | 39,294 | +0.41% | 0.1% | $420,057 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.29% | 38,566 | -28% | 0% | $412,265 |
| NewEdge Advisors, LLC | 0.23% | 31,300 | -29% | 0% | $334,597 |
| Cornerstone Wealth Management, LLC | 0.23% | 30,311 | -9% | 0.02% | $324,028 |
| FSA Advisors, Inc. | 0.22% | 29,177 | -20% | 0.21% | $311,902 |
| ENVESTNET ASSET MANAGEMENT INC | 0.21% | 27,889 | +1.7% | 0% | $298,135 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 5,007,541 | $53,621,762 | +$1,780,834 | $10.69 | 43 |
| 2025 Q4 | 4,849,601 | $52,936,354 | +$1,084,717 | $10.92 | 43 |
| 2025 Q3 | 4,746,627 | $53,731,763 | +$1,495,324 | $11.32 | 44 |
| 2025 Q2 | 4,636,737 | $51,114,415 | +$1,654,245 | $11.03 | 42 |
| 2025 Q1 | 4,486,101 | $49,256,855 | +$912,199 | $10.98 | 42 |
| 2024 Q4 | 4,403,967 | $48,093,474 | +$2,341,800 | $10.92 | 45 |
| 2024 Q3 | 4,166,788 | $46,585,116 | +$96,879 | $11.18 | 43 |
| 2024 Q2 | 4,158,967 | $44,921,459 | -$901,802 | $10.80 | 43 |
| 2024 Q1 | 4,244,658 | $44,825,111 | +$707,338 | $10.56 | 47 |
| 2023 Q4 | 4,179,343 | $43,397,322 | +$1,904,085 | $10.38 | 46 |
| 2023 Q3 | 3,977,733 | $41,242,965 | +$2,093,842 | $10.37 | 45 |
| 2023 Q2 | 3,780,251 | $37,084,517 | +$1,378,960 | $9.81 | 47 |
| 2023 Q1 | 3,635,769 | $37,951,011 | +$525,257 | $10.45 | 45 |
| 2022 Q4 | 3,533,518 | $36,006,006 | -$4,897,516 | $10.19 | 45 |
| 2022 Q3 | 3,647,314 | $35,748,550 | -$1,328,370 | $9.80 | 41 |
| 2022 Q2 | 3,763,683 | $40,457,206 | +$55,863 | $10.75 | 38 |
| 2022 Q1 | 3,753,560 | $43,424,859 | -$6,803,103 | $11.56 | 37 |
| 2021 Q4 | 4,329,998 | $57,463,611 | -$4,336,333 | $13.27 | 35 |
| 2021 Q3 | 4,667,338 | $62,217,664 | -$70,513,623 | $13.33 | 35 |
| 2021 Q2 | 9,960,002 | $132,183,611 | -$15,997,991 | $13.27 | 38 |
| 2021 Q1 | 11,170,345 | $146,997,515 | -$2,320,537 | $13.16 | 38 |
| 2020 Q4 | 11,349,574 | $140,281,775 | +$3,077,586 | $12.36 | 41 |
| 2020 Q3 | 11,112,176 | $127,258,969 | +$3,834,602 | $11.45 | 40 |
| 2020 Q2 | 10,765,078 | $122,177,931 | +$7,005,116 | $11.35 | 33 |
| 2020 Q1 | 10,163,860 | $223,823,564 | -$266,029 | $10.93 | 34 |