BOSTON, MA
EATON VANCE SHORT DURATION DIVERSIFIED INCOME FUNDEVG— Latest position per institution from SEC 13F filings
15
Institutional holders
4.78M
Total shares held
42.23M
Estimated value
239.16K
Avg. position size
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
1.83M
Value
19.77M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
764.07K
Value
8.24K
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
347.29K
Value
3.74M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
328.11K
Value
3.54M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
228.76K
Value
2.47M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
173.14K
Value
1.87M
Filed
Jun 30, 2026
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
130.01K
Value
1.40M
Filed
Jun 30, 2026
AE WEALTH MANAGEMENT LLC
CIK 1697723
Shares
120.53K
Value
1.30M
Filed
Jun 30, 2026
FIERA CAPITAL CORP
CIK 1505817
Shares
115.56K
Value
1.25M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
99.27K
Value
1.07M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
85.77K
Value
924.56K
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
84.72K
Value
913.28K
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
81.82K
Value
881.98K
Filed
Jun 30, 2026
EQUITABLE HOLDINGS, INC.
CIK 1333986
Shares
64.14K
Value
691.49K
Filed
Jun 30, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
63.94K
Value
689.32K
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
61.28K
Value
661.00
Filed
Jun 30, 2026
SIGMA PLANNING CORP
CIK 1449126
Shares
56.36K
Value
595.20K
Filed
Mar 31, 2024
ROYAL BANK OF CANADA
CIK 1000275
Shares
53.15K
Value
573K
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
50.78K
Value
547.47K
Filed
Jun 30, 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 | 1.83M | 19.77M | Jun 30, 2026 |
| 2 | SIT INVESTMENT ASSOCIATES INC | 769317 | 764.07K | 8.24K | Jun 30, 2026 |
| 3 | GUGGENHEIM CAPITAL LLC | 1283072 | 347.29K | 3.74M | Jun 30, 2026 |
| 4 | MORGAN STANLEY | 895421 | 328.11K | 3.54M | Jun 30, 2026 |
| 5 | INVESCO LTD. | 914208 | 228.76K | 2.47M | Jun 30, 2026 |
| 6 | OSAIC HOLDINGS, INC. | 1677044 | 173.14K | 1.87M | Jun 30, 2026 |
| 7 | FIRST TRUST ADVISORS LP | 1125816 | 130.01K | 1.40M | Jun 30, 2026 |
| 8 | AE WEALTH MANAGEMENT LLC | 1697723 | 120.53K | 1.30M | Jun 30, 2026 |
| 9 | FIERA CAPITAL CORP | 1505817 | 115.56K | 1.25M | Jun 30, 2026 |
| 10 | CETERA INVESTMENT ADVISERS | 1666741 | 99.27K | 1.07M | Jun 30, 2026 |
| 11 | LPL FINANCIAL LLC | 1403438 | 85.77K | 924.56K | Jun 30, 2026 |
| 12 | RAYMOND JAMES FINANCIAL INC | 720005 | 84.72K | 913.28K | Jun 30, 2026 |
| 13 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 81.82K | 881.98K | Jun 30, 2026 |
| 14 | EQUITABLE HOLDINGS, INC. | 1333986 | 64.14K | 691.49K | Jun 30, 2026 |
| 15 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 63.94K | 689.32K | Jun 30, 2026 |
| 16 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 61.28K | 661.00 | Jun 30, 2026 |
| 17 | SIGMA PLANNING CORP | 1449126 | 56.36K | 595.20K | Mar 31, 2024 |
| 18 | ROYAL BANK OF CANADA | 1000275 | 53.15K | 573K | Jun 30, 2026 |
| 19 | WELLS FARGO & COMPANY/MN | 72971 | 50.78K | 547.47K | Jun 30, 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.