Eaton Vance Short Dur DivXEVGX
13F holders, Q4 2025 (December 31)43holders −1
4new positions
5sold out
$10.92avg. 13F price*
At the end of Q4 2025, 43 institutions reported holding Eaton Vance Short Dur Div Inc. (XEVGX) in their 13F filings, down 1 from Q3 2025. 4 opened new positions and 5 sold out. The largest holders were Ameriprise Financial Inc. ($16.9M), Sit Investment Associates Inc. ($8.5M) and Guggenheim Capital LLC ($4.1M).
- Company
- Eaton Vance Short Dur Div Inc.
- CUSIP
- 27828V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $378K |
| Exits | 5 | $496K |
All 13F filers, Q3 2025 → Q4 2025: 298,285 shares bought and 195,311 shares sold, net +102,974 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 1,543,771 | $16.9M |
| Sit Investment Associates Inc. | 0.17% | Reduce -10.1% | 776,881 | $8.5M |
| Guggenheim Capital LLC | 0.03% | Add +14.7% | 378,332 | $4.1M |
| Morgan Stanley | 0.00% | Add +2.5% | 338,025 | $3.7M |
| LPL Financial LLC | 0.00% | Reduce -5.0% | 156,845 | $1.7M |
| Invesco Ltd. | 0.00% | Reduce -2.9% | 153,556 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +24.0% | 142,927 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +0.3% | 129,495 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Add +0.0% | 119,865 | $1.3M |
| Shaker Financial Services, LLC | 0.41% | Add +328.8% | 118,733 | $1.3M |
| Fiera Capital Corp | 0.00% | Add +49.1% | 116,330 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +2.1% | 92,287 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +5.2% | 82,169 | $897K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.9% | 65,997 | $721K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.8% | 53,871 | $588K |
| Equitable Holdings, Inc. | 0.00% | Add +3.1% | 53,080 | $580K |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 52,702 | $576K |
| Wells Fargo & Company | 0.00% | Add +11.8% | 49,102 | $536K |
| Bank of America Corp. | 0.00% | Reduce -9.3% | 44,170 | $482K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 44,100 | $482K |
| Diligent Investors, LLC | 0.11% | Add +0.6% | 39,133 | $427K |
| FSA Advisors, Inc. | 0.28% | Reduce -11.4% | 36,419 | $398K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -18.9% | 33,319 | $364K |
| Post Resch Tallon Group Inc. | 0.26% | Reduce -0.2% | 28,135 | $307K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.8% | 27,419 | $299K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 25,953 | $283K |
| International Assets Investment Management, LLC | 0.02% | New | 25,786 | $259K |
| Bey-Douglas LLC | 0.19% | No change | 21,306 | $233K |
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 17,246 | $188K |
| Sowell Financial Services LLC | 0.01% | Add +2.0% | 13,878 | $152K |
| Stifel Financial Corp. | 0.00% | Reduce -56.8% | 13,827 | $151K |
| Wedbush Securities Inc. | 0.00% | No change | 11,715 | $128K |
| ELCO Management Co., LLC | 0.08% | Reduce -23.8% | 11,100 | $121K |
| Baird Financial Group, Inc. | 0.00% | No change | 10,650 | $116K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,398 | $103K |
| Barrett & Company, Inc. | 0.01% | No change | 3,000 | $33K |
| UBS Group AG | 0.00% | Reduce -13.7% | 2,379 | $26K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,200 | $24K |
| Eastern Bank | 0.00% | No change | 2,100 | $23K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,000 | $11K |
| MAI Capital Management | 0.00% | New | 500 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 500 | $5K |
| Arax Advisory Partners | 0.00% | No change | 400 | $4K |
"% 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.