Eaton Vance Short Duration Diversified Income Fund (EVG) shareholders

EVGNYSEFiscal year ends October 31

$9.98−0.01 (-0.10%)

Close on Nov 13, 2026Market cap –P/E –Yield –

Ownership

Institutional holdings as of Jun 30, 2026, from 13F filings

Held by institutions

Shares held, 13F filers

Institutional holders

2 new, 4 sold out

Net institutional buying

In Q2 2026

Insider trades, 12 months

0 buys · 0 sales

Open-market trades only

Shares held by institutions

Holders of more than 5%

Latest Schedule 13D (active) or 13G (passive) filed by each holder

Holder	Shares	% of class	Filing	As of
Ameriprise Financial, Inc. Joint filing with Ameriprise Financial Services, LLC (13.60%)	1,827,591	13.60%	13G (passive) amendment	Jun 30, 2026
Ameriprise Financial Services, LLC Joint filing with Ameriprise Financial, Inc. (12.40%)	1,662,358	12.40%	13G (passive) amendment	Mar 31, 2026
Sit Fixed Income Advisors Ii LLC /Adv Joint filing with Sit Investment Associates Inc (5.80%)	784,238	5.80%	13G (passive) amendment	Sep 29, 2026
Sit Investment Associates, Inc. Joint filing with Sit Fixed Income Advisors II, LLC (5.20%)	693,390	5.20%	13D (active) amendment	Feb 4, 2026

Top institutional holders

13F holdings as of Jun 30, 2026

Holder	Shares	% of EVG	Value	Change	% of portfolio
Ameriprise Financial Inc	1,827,591	–	$19.77M	+165,233	0.00%
Sit Investment Associates Inc	764,074	–	$8.24M	+1,709	0.16%
Guggenheim Capital LLC	347,294	–	$3.74M	−11,126	0.02%
Morgan Stanley	328,108	–	$3.54M	−28,079	0.00%
Invesco Ltd.	228,760	–	$2.47M	+34,743	0.00%
Osaic Holdings, Inc.	173,144	–	$1.87M	+26,260	0.00%
First Trust Advisors LP	130,014	–	$1.40M	+1,938	0.00%
Cambridge Investment Research Advisors, Inc.	122,562	–	$1.32M	+60,865	0.00%
AE Wealth Management LLC	120,530	–	$1.30M	+14,066	0.01%
Fiera Capital Corp	115,563	–	$1.25M	+3,150	0.00%
Cetera Investment Advisers	99,269	–	$1.07M	−23,681	0.00%
LPL Financial LLC	85,766	–	$924.56K	−1,856	0.00%
Raymond James Financial Inc	84,720	–	$913.28K	+60,482	0.00%
Advisors Asset Management, Inc.	81,816	–	$881.98K	−37,464	0.01%
Equitable Holdings, Inc.	64,145	–	$691.49K	+8,564	0.00%
Shaker Financial Services, LLC	63,944	–	$689.32K	−60,369	0.22%
Royal Bank of Canada	53,151	–	$573.00K	+1,400	0.00%
Wells Fargo & Company/Mn	50,785	–	$547.47K	−520	0.00%
Commonwealth Equity Services, LLC	36,474	–	$393.19K	−2,092	0.00%
Diligent Investors, LLC	35,597	–	$383.74K	−3,697	0.09%

Institutional buying and selling by quarter

Positions opened, added to, reduced and closed by 13F filers

Quarter	Holders	Shares held	New / added	Reduced / closed	Shares bought	Shares sold
Q2 2026	41	5M	2 / 20	16 / 4	0M	0M
Q1 2026	44	5M	6 / 16	16 / 5	0M	0M
Q4 2025	43	5M	4 / 17	13 / 5	0M	0M
Q3 2025	44	5M	5 / 19	14 / 1	0M	0M
Q2 2025	42	5M	4 / 19	12 / 4	1M	0M
Q1 2025	42	4M	3 / 18	13 / 5	0M	0M
Q4 2024	45	4M	5 / 17	16 / 4	0M	1M
Q3 2024	44	5M	4 / 17	14 / 3	1M	0M
Q2 2024	43	4M	2 / 14	15 / 6	0M	1M
Q1 2024	47	5M	7 / 15	17 / 5	1M	1M
Q4 2023	45	5M	4 / 12	19 / 4	1M	0M
Q3 2023	45	4M	3 / 17	17 / 4	0M	0M

Top mutual fund and ETF holders

Latest monthly portfolio reports (Form N-PORT)

3 funds held EVG in Q2 2026, 100% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.

Fund	Shares	% of EVG	Value	% of fund	As of
Invesco CEF Income Composite ETF	128,123	–	$1.40M	0.17%	May 31, 2026
First Trust Income Opportunities ETF	59,374	–	$647.77K	0.82%	May 31, 2026
Calamos CEF Income & Arbitrage ETF	34,207	–	$359.52K	1.06%	Jul 31, 2026

Officers, directors and major owners

People who filed Forms 3, 4 or 5 in the last two years

Name	Role	Shares owned	Latest filing
Peter Campo	–	–	Jan 23, 2026
Catherine McDermott	–	–	Jan 23, 2026

Insider trades

Common stock transactions reported on Form 4, newest first

Insider	Date	Transaction	Shares	Price	Value	Shares after
Eric Stein President	Oct 31, 2022	Other	+28.93	–	–	292
Eric Stein President	Oct 31, 2021	Other	+18.8	–	–	263
Eric Stein President	Oct 30, 2020	Other	+19.03	–	–	244
Eric Stein –	Oct 31, 2019	Other	+13.94	–	–	225
Eric Stein –	Oct 31, 2018	Other	+11.96	–	–	211
Scott H. Page –	Feb 6, 2018	Buy	+10,000	$13.79	$137.90K	10,000
Eric Stein –	Oct 31, 2017	Other	+18.32	–	–	199
Mark S. Venezia Vice President	May 10, 2010	Other	−2,327	$17.18	$39.98K	8,100
Mark S. Venezia Vice President	May 10, 2010	Other	−5,400	$17.23	$93.04K	0
Mark S. Venezia Vice President	May 10, 2010	Other	−300	$17.20	$5.16K	12,200
Mark S. Venezia Vice President	May 10, 2010	Other	−1,773	$17.16	$30.42K	10,427
Mark S. Venezia Vice President	May 10, 2010	Other	−2,700	$17.23	$46.52K	5,400
Mark S. Venezia Vice President	Aug 16, 2007	Buy	+700	$14.78	$10.35K	4,000
Mark S. Venezia Vice President	Aug 16, 2007	Buy	+100	$14.82	$1.48K	6,000
Mark S. Venezia Vice President	Aug 16, 2007	Buy	+900	$14.84	$13.36K	5,900
Mark S. Venezia Vice President	Aug 16, 2007	Buy	+1,000	$14.80	$14.80K	5,000
Mark S. Venezia Vice President	Aug 16, 2007	Buy	+1,000	$14.86	$14.86K	7,000
Mark S. Venezia Vice President	Aug 16, 2007	Buy	+1,300	$14.85	$19.31K	3,300
Mark S. Venezia Vice President	Aug 16, 2007	Buy	+1,000	$14.88	$14.88K	2,000
Mark S. Venezia Vice President	Aug 16, 2007	Buy	+1,000	$14.93	$14.93K	1,000

Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.

Short interest

Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)

Short % of shares outstanding

–

0M shares short

Days to cover

4.2

At 0M shares a day

Change since last report

+102.9%

From 0M shares

Short volume, 20 days

35.5%

Of volume reported to FINRA

Shares sold short, last 12 months

Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Eaton Vance Short Duration Diversified Income Fund's stock actually held short. Settlement fails (shares not delivered on time) peaked at 888 shares on Oct 9, 2026 over the last 90 days.

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