EATON VANCE SHORT DURATION D (EVG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
37
Reporting holders
$46.2M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $19.8M | 1,827,591 | 0.00% | 20q | -45.0%-$16.2M |
| GUGGENHEIM CAPITAL LLC | $3.7M | 347,294 | 0.02% | 21q | -3.1%-$119.9K |
| MORGAN STANLEY | $3.5M | 328,108 | 0.00% | 35q | -7.9%-$302.7K |
| Invesco Ltd. | $2.5M | 228,760 | 0.00% | 31q | +17.9%+$374.5K |
| OSAIC HOLDINGS, INC. | $1.9M | 173,144 | 0.00% | 26q | +17.9%+$283.1K |
| FIRST TRUST ADVISORS LP | $1.4M | 130,014 | 0.00% | 31q | +1.5%+$20.9K |
| AE Wealth Management LLC | $1.3M | 120,530 | 0.01% | 18q | +13.2%+$151.6K |
| Fiera Capital Corp | $1.2M | 115,563 | 0.00% | 22q | +2.8%+$34.0K |
| Cetera Investment Advisers | $1.1M | 99,269 | 0.00% | 10q | -19.3%-$255.3K |
| LPL Financial LLC | $924.6K | 85,766 | 0.00% | 26q | -2.1%-$20.0K |
| RAYMOND JAMES FINANCIAL INC | $913.3K | 84,720 | 0.00% | 5q | +249.5%+$652.0K |
| Advisors Asset Management, Inc. | $882.0K | 81,816 | 0.01% | 8q | -31.4%-$403.9K |
| Equitable Holdings, Inc. | $691.5K | 64,145 | 0.00% | 16q | +15.4%+$92.3K |
| Shaker Financial Services, LLC | $689.3K | 63,944 | 0.22% | 13q | -48.6%-$650.8K |
| ROYAL BANK OF CANADA | $573.0K | 53,151 | 0.00% | 31q | +2.7%+$15.1K |
| WELLS FARGO & COMPANY/MN | $547.5K | 50,785 | 0.00% | 31q | -50.5%-$558.7K |
| FSA Advisors, Inc. | $533.5K | 49,492 | 0.12% | 6q | +69.6%+$219.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $393.2K | 36,474 | 0.00% | 31q | -5.4%-$22.6K |
| Diligent Investors, LLC | $383.7K | 35,597 | 0.09% | 17q | -9.4%-$39.9K |
| ENVESTNET ASSET MANAGEMENT INC | $377.0K | 34,972 | 0.00% | 12q | +25.4%+$76.4K |
| Post Resch Tallon Group Inc. | $373.1K | 34,607 | 0.26% | 7q | +25.0%+$74.6K |
| Calamos Advisors LLC | $360.7K | 33,463 | 0.00% | 2q | -32.2%-$171.1K |
| NewEdge Advisors, LLC | $322.3K | 29,900 | 0.00% | 19q | -4.5%-$15.1K |
| BANK OF AMERICA CORP /DE/ | $297.3K | 27,576 | 0.00% | 31q | -33.8%-$151.7K |
| Cornerstone Wealth Management, LLC | $277.2K | 25,714 | 0.01% | 19q | -15.2%-$49.6K |
| MELFA WEALTH MANAGEMENT, INC. | $275.3K | 25,542 | 0.15% | 15q | HELD |
| STIFEL FINANCIAL CORP | $161.3K | 14,964 | 0.00% | 19q | +1.3%+$2.1K |
| Sowell Financial Services LLC | $155.9K | 14,463 | 0.01% | 6q | +2.1%+$3.2K |
| Resurgent Financial Advisors LLC | $145.7K | 13,520 | 0.04% | 2q | +11.3%+$14.8K |
| Van Diest Capital, LLC | $129.9K | 12,052 | 0.12% | new | NEW |
| Baird Financial Group, Inc. | $125.6K | 11,650 | 0.00% | 4q | +9.4%+$10.8K |
| Dynamic Advisor Solutions LLC | $108.7K | 10,081 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $53.9K | 5,000 | 0.00% | 10q | +38.9%+$15.1K |
| HARBOUR INVESTMENTS, INC. | $51.2K | 4,752 | 0.00% | 2q | +2.1%+$1.0K |
| BARRETT & COMPANY, INC. | $32.3K | 3,000 | 0.01% | 16q | HELD |
| UBS Group AG | $24.6K | 2,282 | 0.00% | 31q | -8.2%-$2.2K |
| Arax Advisory Partners | $8.6K | 800 | 0.00% | 4q | +237.6%+$6.1K |
| SIT INVESTMENT ASSOCIATES INC | $8.2K | 764,074 | 0.16% | 31q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.3K | 122,562 | 0.00% | 21q | +98.7% |
| WEDBUSH SECURITIES INC | $126 | 11,715 | 0.00% | 18q | HELD |
| HAZLETT, BURT & WATSON, INC. | $5 | 500 | 0.00% | 18q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Ameriprise Financial, Inc.with 1 co-filers | 13.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 37 | $46.2M | 4,280,501 | 2 | 18 | 15 | 0.0% |
| Q1 2026 | 39 | $62.7M | 5,853,865 | 6 | 15 | 13 | 0.0% |
| Q4 2025 | 39 | $44.9M | 4,114,373 | 4 | 15 | 10 | 0.0% |
| Q3 2025 | 39 | $42.5M | 3,754,555 | 5 | 16 | 12 | 0.0% |
| Q2 2025 | 37 | $38.9M | 3,532,892 | 3 | 17 | 10 | 0.0% |
| Q1 2025 | 37 | $38.0M | 3,459,296 | 3 | 15 | 12 | 0.0% |
| Q4 2024 | 40 | $36.3M | 3,323,494 | 3 | 13 | 12 | 0.0% |
| Q3 2024 | 38 | $32.9M | 2,942,706 | 3 | 15 | 11 | 0.0% |
| Q2 2024 | 38 | $29.0M | 2,682,938 | 2 | 12 | 13 | 0.0% |
| Q1 2024 | 41 | $37.8M | 3,577,822 | 6 | 9 | 16 | 0.0% |
| Q4 2023 | 39 | $35.0M | 3,370,849 | 3 | 10 | 15 | 0.0% |
| Q3 2023 | 39 | $28.0M | 2,699,649 | 3 | 14 | 12 | 0.0% |
| Q2 2023 | 40 | $25.6M | 2,610,640 | 5 | 13 | 10 | 0.0% |
| Q1 2023 | 37 | $26.4M | 2,528,745 | 1 | 16 | 9 | 0.0% |
| Q4 2022 | 36 | $24.3M | 2,383,129 | 7 | 11 | 10 | 0.0% |
| Q3 2022 | 42 | $35.8M | 3,651,014 | 5 | 11 | 16 | 0.0% |
| Q2 2022 | 39 | $40.5M | 3,767,383 | 6 | 10 | 13 | 0.0% |
| Q1 2022 | 37 | $43.4M | 3,753,560 | 7 | 15 | 7 | 0.0% |
| Q4 2021 | 35 | $57.5M | 4,329,998 | 6 | 14 | 7 | 0.0% |
| Q3 2021 | 35 | $62.2M | 4,667,338 | 7 | 12 | 10 | 0.0% |
| Q2 2021 | 38 | $132.2M | 9,960,002 | 10 | 9 | 10 | 0.0% |
| Q1 2021 | 39 | $147.0M | 11,170,556 | 7 | 11 | 11 | 0.0% |
| Q4 2020 | 41 | $140.4M | 11,361,793 | 9 | 12 | 12 | 0.0% |
| Q3 2020 | 40 | $127.4M | 11,123,314 | 10 | 9 | 10 | 0.0% |
| Q2 2020 | 33 | $122.2M | 10,765,078 | 7 | 9 | 9 | 0.0% |
| Q1 2020 | 33 | $111.0M | 10,153,535 | 6 | 7 | 12 | 0.0% |
| Q4 2019 | 35 | $139.1M | 10,291,333 | 3 | 15 | 13 | 0.0% |
| Q3 2019 | 36 | $136.1M | 10,463,670 | 1 | 13 | 9 | 0.0% |
| Q2 2019 | 40 | $146.4M | 10,820,416 | 6 | 13 | 11 | 0.0% |
| Q1 2019 | 46 | $135.3M | 10,440,161 | 8 | 11 | 14 | 0.0% |
| Q4 2018 | 42 | $118.3M | 9,503,054 | 0 | 1 | 1 | 0.0% |