Eaton Vance Short Dur DivXEVGX
13F holders, Q2 2026 (June 30)41holders −3
2new positions
4sold out
$10.79avg. 13F price*
At the end of Q2 2026, 41 institutions reported holding Eaton Vance Short Dur Div Inc. (XEVGX) in their 13F filings, down 3 from Q1 2026. 2 opened new positions and 4 sold out. The largest holders were Ameriprise Financial Inc. ($19.8M), Sit Investment Associates Inc. ($8.2M) and Guggenheim Capital LLC ($3.7M).
- Company
- Eaton Vance Short Dur Div Inc.
- CUSIP
- 27828V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $239K |
| Exits | 4 | $523K |
All 13F filers, Q1 2026 → Q2 2026: 358,606 shares bought and 251,754 shares sold, net +106,852 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Ameriprise Financial Inc. | 0.00% | Add +9.9% | 1,827,591 | $19.8M |
| Sit Investment Associates Inc. | 0.16% | Add +0.2% | 764,074 | $8.2M |
| Guggenheim Capital LLC | 0.02% | Reduce -3.1% | 347,294 | $3.7M |
| Morgan Stanley | 0.00% | Reduce -7.9% | 328,108 | $3.5M |
| Invesco Ltd. | 0.00% | Add +17.9% | 228,760 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +17.9% | 173,144 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +1.5% | 130,014 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +13.2% | 120,530 | $1.3M |
| Fiera Capital Corp | 0.00% | Add +2.8% | 115,563 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -19.3% | 99,269 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -2.1% | 85,766 | $925K |
| Raymond James Financial Inc. | 0.00% | Add +249.5% | 84,720 | $913K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -31.4% | 81,816 | $882K |
| Equitable Holdings, Inc. | 0.00% | Add +15.4% | 64,145 | $691K |
| Shaker Financial Services, LLC | 0.22% | Reduce -48.6% | 63,944 | $689K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.7% | 61,281 | $661K |
| Royal Bank of Canada | 0.00% | Add +2.7% | 53,151 | $573K |
| Wells Fargo & Company | 0.00% | Reduce -1.0% | 50,785 | $547K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.4% | 36,474 | $393K |
| Diligent Investors, LLC | 0.09% | Reduce -9.4% | 35,597 | $384K |
| Envestnet Asset Management Inc. | 0.00% | Add +25.4% | 34,972 | $377K |
| Post Resch Tallon Group Inc. | 0.26% | Add +25.0% | 34,607 | $373K |
| Calamos Advisors LLC | 0.00% | Reduce -32.2% | 33,463 | $361K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.5% | 29,900 | $322K |
| Bank of America Corp. | 0.00% | Reduce -33.8% | 27,576 | $297K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -15.2% | 25,714 | $277K |
| Melfa Wealth Management, Inc. | 0.15% | Reduce -0.4% | 25,542 | $275K |
| FSA Advisors, Inc. | 0.12% | Reduce -15.2% | 24,746 | $267K |
| Stifel Financial Corp. | 0.00% | Add +1.3% | 14,964 | $161K |
| Sowell Financial Services LLC | 0.01% | Add +2.1% | 14,463 | $156K |
| Resurgent Financial Advisors LLC | 0.04% | Add +11.3% | 13,520 | $146K |
| Van Diest Capital, LLC | 0.12% | New | 12,052 | $130K |
| Wedbush Securities Inc. | 0.00% | No change | 11,715 | $126K |
| Baird Financial Group, Inc. | 0.00% | Add +9.4% | 11,650 | $126K |
| Dynamic Advisor Solutions LLC | 0.00% | New | 10,081 | $109K |
| CoreCap Advisors, LLC | 0.00% | Add +38.9% | 5,000 | $54K |
| Harbour Investments, Inc. | 0.00% | Add +2.1% | 4,752 | $51K |
| Barrett & Company, Inc. | 0.01% | No change | 3,000 | $32K |
| UBS Group AG | 0.00% | Reduce -8.2% | 2,282 | $25K |
| Arax Advisory Partners | 0.00% | Add +237.6% | 800 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 500 | $5K |
"% of holder's portfolio" is XEVGX's weight in each manager's 13F, not the share of Eaton Vance Short Dur Div Inc. the manager owns.