13F reference period
Q3 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 Q3 2026
Institutions Reporting
25
Shares (Excl. Options)
1.4M
Full value: 1,403,738 · shares · 30 Sep 2026Price
$9.92
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / Common Stock
- Symbol
- EVG on NYSE
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 1,403,738
- Total 13F value
- $13,953,499
- Portfolio coverage rank
- 0%
- Share change
- -39,250
- Value change
- -$415,726
- Number of holders
- 25
- Shares outstanding
- 13,521,345
- SEC-reported price per share
- $10.25
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
Filing notes and source
Key facts
- EVG - Eaton Vance Short Duration Diversified Income Fund - Common Stock is tracked under CUSIP 27828V104.
- 25 institutions reported positions in Q3 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 42 to 25 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$54.99M
Full value: $54,986,204 · USD · 30 Jun 2026.$13.95M
Full value: $13,953,499 · USD · 30 Sep 2026
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 25 institutions filings for Q3 2026.
Security key
27828V104
13F reference period
Q3 2026
13F holders
25
13D/G owners
2
CIK / CUSIP context first
Open Q3 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 | 14% | +10% | $19,774,535 | +$1,787,821 | 1,827,591 | +9.9% | Ameriprise Financial, Inc. | 30 Jun 2026 |
| SIT INVESTMENT ASSOCIATES INC | 5.8% | +12% | $8,407,031 | +$973,891 | 784,238 | +13% | SIT INVESTMENT ASSOCIATES INC | 29 Sep 2026 |
As of 30 Sep 2026,
25
institutional investors reported holding
shares of
Eaton Vance Short Duration Diversified Income Fund - Common Stock (EVG).
This represents
10%
of the company’s total
outstanding shares.
1.4M
Full value: 1,403,738 · shares · 30 Sep 202613.52M
Full value: 13,521,345 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
10%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 2.3% | 306,652 | -6.5% | 0% | $3,041,988 |
| Invesco Ltd. | 1.9% | 259,000 | +13% | 0% | $2,569,280 |
| Fiera Capital Corp | 0.85% | 115,563 | 0% | 0% | $1,146,385 |
| FIRST TRUST ADVISORS LP | 0.82% | 111,145 | -15% | 0% | $1,102,553 |
| Cetera Investment Advisers | 0.69% | 93,292 | -6% | 0% | $925,459 |
| LPL Financial LLC | 0.58% | 77,867 | -9.2% | 0% | $772,444 |
| Chicago Partners Investment Group LLC | 0.44% | 59,637 | 0.01% | $620,225 | |
| RAYMOND JAMES FINANCIAL INC | 0.4% | 54,213 | -36% | 0% | $537,793 |
| Post Resch Tallon Group Inc. | 0.27% | 37,163 | +7.4% | 0.25% | $368,660 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.27% | 37,144 | +1.8% | 0% | $368,470 |
| Diligent Investors, LLC | 0.27% | 35,842 | +0.69% | 0.08% | $355,550 |
| Calamos Advisors LLC | 0.26% | 35,695 | +6.7% | 0% | $354,094 |
| Stratos Wealth Partners, LTD. | 0.2% | 27,495 | 0% | $272,750 | |
| NewEdge Advisors, LLC | 0.2% | 27,100 | -9.4% | 0% | $268,832 |
| MELFA WEALTH MANAGEMENT, INC. | 0.19% | 25,542 | 0% | 0.14% | $253,376 |
| FSA Advisors, Inc. | 0.16% | 21,973 | -11% | 0.09% | $217,972 |
| Cornerstone Wealth Management, LLC | 0.15% | 19,670 | -24% | 0.01% | $195,124 |
| STIFEL FINANCIAL CORP | 0.11% | 15,111 | +0.98% | 0% | $149,902 |
| Sowell Financial Services LLC | 0.11% | 14,772 | +2.1% | 0% | $146,542 |
| WEDBUSH SECURITIES INC | 0.09% | 11,715 | 0% | 0% | $116,000 |
| Dynamic Advisor Solutions LLC | 0.08% | 10,362 | +2.8% | 0% | $102,794 |
| BARRETT & COMPANY, INC. | 0.02% | 3,000 | 0% | 0.01% | $29,760 |
| CoreCap Advisors, LLC | 0.02% | 2,200 | -56% | 0% | $21,824 |
| Arax Advisory Partners | 0.01% | 806 | +0.75% | 0% | $7,994 |
| BOLTON SECURITIES CORPORATION | 0.01% | 779 | 0% | 0% | $7,728 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 1,403,738 | $13,953,499 | -$415,726 | $9.92 | 25 |
| 2026 Q2 | 5,094,103 | $54,986,204 | +$1,079,399 | $10.78 | 42 |
| 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 |