Eaton Vance Short Dur DivXEVGX
13F holders, Q2 2025 (June 30)42holders
3new positions
4sold out
$11.02avg. 13F price*
At the end of Q2 2025, 42 institutions reported holding Eaton Vance Short Dur Div Inc. (XEVGX) in their 13F filings, unchanged from Q1 2025. 3 opened new positions and 4 sold out. The largest holders were Ameriprise Financial Inc. ($16.1M), Sit Investment Associates Inc. ($11.3M) and Morgan Stanley ($3.5M).
- Company
- Eaton Vance Short Dur Div Inc.
- CUSIP
- 27828V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $539K |
| Exits | 4 | $462K |
All 13F filers, Q1 2025 → Q2 2025: 472,740 shares bought and 322,854 shares sold, net +149,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Ameriprise Financial Inc. | 0.00% | Add +4.2% | 1,466,196 | $16.1M |
| Sit Investment Associates Inc. | 0.24% | Add +13.9% | 1,027,640 | $11.3M |
| Morgan Stanley | 0.00% | Reduce -10.0% | 321,121 | $3.5M |
| Guggenheim Capital LLC | 0.01% | Add +78.5% | 156,778 | $1.7M |
| Invesco Ltd. | 0.00% | Reduce -2.0% | 155,117 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +4.0% | 125,049 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -0.2% | 121,251 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +28.5% | 99,700 | $1.1M |
| Shaker Financial Services, LLC | 0.37% | Add +155.3% | 91,716 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +8.1% | 90,115 | $994K |
| LPL Financial LLC | 0.00% | Reduce -72.9% | 78,196 | $863K |
| Cetera Investment Advisers | 0.00% | Add +9.3% | 68,412 | $755K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.3% | 67,519 | $745K |
| Fiera Capital Corp | 0.00% | No change | 67,541 | $745K |
| Royal Bank of Canada | 0.00% | Reduce -5.0% | 54,135 | $597K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.6% | 50,606 | $558K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -4.1% | 49,853 | $550K |
| Bank of America Corp. | 0.00% | Reduce -7.6% | 48,991 | $540K |
| Wells Fargo & Company | 0.00% | Reduce -8.0% | 47,727 | $526K |
| NewEdge Advisors, LLC | 0.00% | Add +35.5% | 45,000 | $496K |
| FSA Advisors, Inc. | 0.39% | Add +13.7% | 43,093 | $475K |
| Diligent Investors, LLC | 0.10% | Reduce -18.3% | 38,697 | $427K |
| UBS Group AG | 0.00% | Add +406.6% | 35,160 | $388K |
| Equitable Holdings, Inc. | 0.00% | Add +13.3% | 34,664 | $382K |
| Susquehanna International Group, LLP | 0.00% | New | 31,340 | $346K |
| Post Resch Tallon Group Inc. | 0.30% | Add +18.5% | 28,057 | $309K |
| Melfa Wealth Management, Inc. | 0.18% | No change | 25,953 | $286K |
| Envestnet Asset Management Inc. | 0.00% | Add +24.3% | 25,324 | $279K |
| ELCO Management Co., LLC | 0.13% | No change | 23,075 | $255K |
| Bey-Douglas LLC | 0.14% | Add +44.1% | 21,635 | $239K |
| Capital Market Strategies LLC | 0.16% | Reduce -2.3% | 21,260 | $234K |
| Stifel Financial Corp. | 0.00% | Reduce -23.3% | 16,228 | $179K |
| Raymond James Financial Inc. | 0.00% | New | 16,043 | $177K |
| Sowell Financial Services LLC | 0.01% | Add +2.0% | 13,332 | $147K |
| Wedbush Securities Inc. | 0.00% | No change | 11,715 | $129K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -5.5% | 10,019 | $111K |
| Barrett & Company, Inc. | 0.01% | No change | 3,000 | $33K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,200 | $24K |
| NFSG Corp | 0.00% | New | 1,490 | $16K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 750 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 500 | $6K |
| Tortoise Investment Management, LLC | 0.00% | Add +2.1% | 539 | $6K |
"% 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.