Eaton Vance Short Dur DivXEVGX
13F holders, Q3 2025 (September 30)44holders +2
5new positions
1sold out
$11.32avg. 13F price*
At the end of Q3 2025, 44 institutions reported holding Eaton Vance Short Dur Div Inc. (XEVGX) in their 13F filings, up 2 from Q2 2025. 5 opened new positions and 1 sold out. The largest holders were Ameriprise Financial Inc. ($17.2M), Sit Investment Associates Inc. ($9.8M) 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $404K |
| Exits | 1 | $111K |
All 13F filers, Q2 2025 → Q3 2025: 443,126 shares bought and 311,226 shares sold, net +131,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Ameriprise Financial Inc. | 0.00% | Add +3.4% | 1,516,037 | $17.2M |
| Sit Investment Associates Inc. | 0.20% | Reduce -15.9% | 864,114 | $9.8M |
| Guggenheim Capital LLC | 0.03% | Add +110.4% | 329,921 | $3.7M |
| Morgan Stanley | 0.00% | Add +2.7% | 329,800 | $3.7M |
| LPL Financial LLC | 0.00% | Add +111.2% | 165,156 | $1.9M |
| Invesco Ltd. | 0.00% | Add +1.9% | 158,146 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +3.2% | 129,037 | $1.5M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -1.2% | 119,848 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +15.6% | 115,240 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +0.3% | 90,361 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +14.1% | 78,076 | $884K |
| Fiera Capital Corp | 0.00% | Add +15.5% | 77,994 | $883K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 67,986 | $770K |
| Royal Bank of Canada | 0.00% | Add +0.7% | 54,486 | $617K |
| Equitable Holdings, Inc. | 0.00% | Add +48.6% | 51,502 | $583K |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 48,718 | $551K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.6% | 47,757 | $541K |
| Wells Fargo & Company | 0.00% | Reduce -7.9% | 43,941 | $497K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.7% | 43,800 | $496K |
| FSA Advisors, Inc. | 0.37% | Reduce -4.6% | 41,096 | $465K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -17.6% | 41,090 | $465K |
| Diligent Investors, LLC | 0.11% | Add +0.6% | 38,910 | $440K |
| Envestnet Asset Management Inc. | 0.00% | Add +42.0% | 35,964 | $407K |
| Stifel Financial Corp. | 0.00% | Add +97.2% | 31,998 | $362K |
| Post Resch Tallon Group Inc. | 0.28% | Add +0.5% | 28,193 | $319K |
| Shaker Financial Services, LLC | 0.11% | Reduce -69.8% | 27,687 | $313K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 25,953 | $294K |
| Bey-Douglas LLC | 0.18% | Reduce -1.5% | 21,306 | $241K |
| Root Financial Partners, LLC | 0.01% | New | 20,725 | $235K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.8% | 19,192 | $217K |
| Raymond James Financial Inc. | 0.00% | Add +7.4% | 17,232 | $195K |
| ELCO Management Co., LLC | 0.09% | Reduce -36.8% | 14,575 | $165K |
| Sowell Financial Services LLC | 0.01% | Add +2.0% | 13,600 | $154K |
| Wedbush Securities Inc. | 0.00% | No change | 11,715 | $133K |
| Baird Financial Group, Inc. | 0.00% | New | 10,650 | $121K |
| Barrett & Company, Inc. | 0.01% | No change | 3,000 | $34K |
| UBS Group AG | 0.00% | Reduce -92.2% | 2,756 | $31K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,200 | $25K |
| Eastern Bank | 0.00% | New | 2,100 | $24K |
| Advisory Services Network, LLC | 0.00% | New | 1,825 | $21K |
| NFSG Corp | 0.00% | No change | 1,490 | $17K |
| Tortoise Investment Management, LLC | 0.00% | Add +2.0% | 550 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 500 | $6K |
| Arax Advisory Partners | 0.00% | New | 400 | $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.