Eaton Vance Short Duration Diversified Income Fund - Common Stock (EVG)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
EVG on NYSE
Shares outstanding
13,416,257
Price per share
$10.92
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
4,746,627
Total reported value
$53,731,763
% of total 13F portfolios
0%
Share change
+131,900
Value change
+$1,495,324
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
44
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Eaton Vance Short Duration Diversified Income Fund - Common Stock (EVG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
AMERIPRISE FINANCIAL INC 11% +12% $17,161,539 +$1,770,312 1,516,037 +12% Ameriprise Financial, Inc. 30 Sep 2025
SIT INVESTMENT ASSOCIATES INC 6.4% $9,702,416 857,119 Sit Investment Associates, Inc. 20 Oct 2025
As of 30 Sep 2025, Eaton Vance Short Duration Diversified Income Fund - Common Stock (EVG) has 44 institutional shareholders filing 13F forms. They hold 4,746,627 shares of 13,416,257 outstanding shares (35%) .

Top 25 institutional shareholders own 34% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
AMERIPRISE FINANCIAL INC 11% 1,516,037 +3.4% 0% $17,165,000
SIT INVESTMENT ASSOCIATES INC 6.4% 864,114 -16% 0.2% $9,782,000
GUGGENHEIM CAPITAL LLC 2.5% 329,921 +110% 0.03% $3,734,706
MORGAN STANLEY 2.5% 329,800 +2.7% 0% $3,733,336
LPL Financial LLC 1.2% 165,156 +111% 0% $1,869,564
Invesco Ltd. 1.2% 158,146 +2% 0% $1,790,213
FIRST TRUST ADVISORS LP 0.96% 129,037 +3.2% 0% $1,460,693
Advisors Asset Management, Inc. 0.89% 119,848 -1.2% 0.02% $1,356,679
OSAIC HOLDINGS, INC. 0.86% 115,240 +16% 0% $1,299,058
AE Wealth Management LLC 0.67% 90,361 +0.27% 0.01% $1,022,886
Cetera Investment Advisers 0.58% 78,076 +14% 0% $883,824
Fiera Capital Corp 0.58% 77,994 +15% 0% $882,892
Cambridge Investment Research Advisors, Inc. 0.51% 67,986 +0.69% 0% $770,000
ROYAL BANK OF CANADA 0.41% 54,486 +0.65% 0% $617,000
Equitable Holdings, Inc. 0.38% 51,502 +49% 0% $583,003
BANK OF AMERICA CORP /DE/ 0.36% 48,718 -0.56% 0% $551,487
COMMONWEALTH EQUITY SERVICES, LLC 0.36% 47,757 -5.6% 0% $541,000
WELLS FARGO & COMPANY/MN 0.33% 43,941 -7.9% 0% $497,406
NewEdge Advisors, LLC 0.33% 43,800 -2.7% 0% $495,816
FSA Advisors, Inc. 0.31% 41,096 -4.6% 0.37% $465,206
Cornerstone Wealth Management, LLC 0.31% 41,090 -18% 0.03% $465,135
Diligent Investors, LLC 0.29% 38,910 +0.55% 0.11% $440,466
ENVESTNET ASSET MANAGEMENT INC 0.27% 35,964 +42% 0% $407,111
STIFEL FINANCIAL CORP 0.24% 31,998 +97% 0% $362,218
Post Resch Tallon Group Inc. 0.21% 28,193 +0.48% 0.28% $319,146

Institutional Holders of Eaton Vance Short Duration Diversified Income Fund - Common Stock (EVG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 28,135 $307,236 -$633 $10.92 1
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
2019 Q4 10,291,291 $139,068,813 -$2,192,289 $13.50 35
2019 Q3 10,463,670 $136,143,384 -$4,392,014 $13.01 36
2019 Q2 10,797,366 $146,078,848 +$5,051,341 $13.54 40
2019 Q1 10,440,161 $135,298,349 +$11,773,234 $12.97 46
2018 Q4 9,477,549 $118,000,894 +$8,293,229 $12.45 42
2018 Q3 8,789,403 $113,339,296 +$7,438,794 $12.91 54
2018 Q2 8,155,242 $106,207,393 +$7,630,571 $13.02 50
2018 Q1 7,566,665 $103,204,935 +$5,314,094 $13.64 44
2017 Q4 7,174,603 $102,950,556 -$1,751,954 $14.35 44
2017 Q3 7,291,429 $103,817,000 -$8,911,332 $14.24 44
2017 Q2 8,301,604 $116,633,000 -$861,550 $14.05 41
2017 Q1 8,342,864 $117,635,000 -$1,931,155 $14.12 43
2016 Q4 8,486,669 $117,620,000 -$6,106,724 $13.86 44
2016 Q3 8,818,661 $120,929,855 -$4,113,960 $13.71 49
2016 Q2 9,119,373 $123,094,000 -$4,238,290 $13.50 47
2016 Q1 9,435,982 $125,902,000 -$293,033 $13.34 50
2015 Q4 9,312,800 $124,779,000 +$2,164,223 $13.41 48
2015 Q3 9,144,778 $120,899,000 +$5,648,247 $13.23 43
2015 Q2 8,697,224 $120,399,650 +$5,588,332 $13.85 44
2015 Q1 8,342,238 $120,861,746 +$9,580,783 $14.49 45
2014 Q4 7,562,110 $106,996,494 +$8,737,047 $14.15 54
2014 Q3 6,999,994 $102,685,465 +$4,515,466 $14.67 42
2014 Q2 6,693,179 $102,612,642 +$9,379,581 $15.34 44
2014 Q1 6,085,056 $92,422,422 +$13,219,100 $15.19 45