BOSTON, MA
EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUNDEVG— Latest position per institution from SEC 13F filings
15
Institutional holders
4.65M
Total shares held
40.46M
Estimated value
232.71K
Avg. position size
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
1.66M
Value
17.77M
Filed
Mar 31, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
762.37K
Value
8.15K
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
358.42K
Value
3.83M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
356.19K
Value
3.81M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
194.02K
Value
2.07M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
146.88K
Value
1.57M
Filed
Mar 31, 2026
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
128.08K
Value
1.37M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
124.31K
Value
1.33M
Filed
Mar 31, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
122.95K
Value
1.31M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
119.28K
Value
1.28M
Filed
Mar 31, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
112.41K
Value
1.20M
Filed
Mar 31, 2026
AE WEALTH MANAGEMENT LLC
CIK 1697723
Shares
106.46K
Value
1.14M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
87.62K
Value
936.68K
Filed
Mar 31, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
61.70K
Value
660.00
Filed
Mar 31, 2026
SIGMA PLANNING CORP
CIK 1449126
Shares
56.36K
Value
595.20K
Filed
Mar 31, 2024
EQUITABLE HOLDINGS, INC.
CIK 1333986
Shares
55.58K
Value
606.95K
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
51.75K
Value
553K
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
51.30K
Value
548.45K
Filed
Mar 31, 2026
CALAMOS ADVISORS LLC
CIK 1316507
Shares
49.34K
Value
527.41K
Filed
Mar 31, 2026
ELCO MANAGEMENT CO., LLC
CIK 1690717
Shares
46.90K
Value
460.00
Filed
Sep 30, 2022
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 820027 | 1.66M | 17.77M | Mar 31, 2026 |
| 2 | SIT INVESTMENT ASSOCIATES INC | 769317 | 762.37K | 8.15K | Mar 31, 2026 |
| 3 | GUGGENHEIM CAPITAL LLC | 1283072 | 358.42K | 3.83M | Mar 31, 2026 |
| 4 | MORGAN STANLEY | 895421 | 356.19K | 3.81M | Mar 31, 2026 |
| 5 | INVESCO LTD. | 914208 | 194.02K | 2.07M | Mar 31, 2026 |
| 6 | OSAIC HOLDINGS, INC. | 1677044 | 146.88K | 1.57M | Mar 31, 2026 |
| 7 | FIRST TRUST ADVISORS LP | 1125816 | 128.08K | 1.37M | Mar 31, 2026 |
| 8 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 124.31K | 1.33M | Mar 31, 2026 |
| 9 | CETERA INVESTMENT ADVISERS | 1666741 | 122.95K | 1.31M | Mar 31, 2026 |
| 10 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 119.28K | 1.28M | Mar 31, 2026 |
| 11 | FIERA CAPITAL CORP | 1505817 | 112.41K | 1.20M | Mar 31, 2026 |
| 12 | AE WEALTH MANAGEMENT LLC | 1697723 | 106.46K | 1.14M | Mar 31, 2026 |
| 13 | LPL FINANCIAL LLC | 1403438 | 87.62K | 936.68K | Mar 31, 2026 |
| 14 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 61.70K | 660.00 | Mar 31, 2026 |
| 15 | SIGMA PLANNING CORP | 1449126 | 56.36K | 595.20K | Mar 31, 2024 |
| 16 | EQUITABLE HOLDINGS, INC. | 1333986 | 55.58K | 606.95K | Mar 31, 2026 |
| 17 | ROYAL BANK OF CANADA | 1000275 | 51.75K | 553K | Mar 31, 2026 |
| 18 | WELLS FARGO & COMPANY/MN | 72971 | 51.30K | 548.45K | Mar 31, 2026 |
| 19 | CALAMOS ADVISORS LLC | 1316507 | 49.34K | 527.41K | Mar 31, 2026 |
| 20 | ELCO MANAGEMENT CO., LLC | 1690717 | 46.90K | 460.00 | Sep 30, 2022 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.