Eaton Vance Short Dur DivXEVGX
13F holders, Q1 2026 (March 31)44holders +1
6new positions
5sold out
$10.71avg. 13F price*
At the end of Q1 2026, 44 institutions reported holding Eaton Vance Short Dur Div Inc. (XEVGX) in their 13F filings, up 1 from Q4 2025. 6 opened new positions and 5 sold out. The largest holders were Ameriprise Financial Inc. ($17.8M), Sit Investment Associates Inc. ($8.2M) and Guggenheim Capital LLC ($3.8M).
- Company
- Eaton Vance Short Dur Div Inc.
- CUSIP
- 27828V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 5 | $517K |
All 13F filers, Q4 2025 → Q1 2026: 364,186 shares bought and 206,008 shares sold, net +158,178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Ameriprise Financial Inc. | 0.00% | Add +7.7% | 1,662,358 | $17.8M |
| Sit Investment Associates Inc. | 0.17% | Reduce -1.9% | 762,365 | $8.2M |
| Guggenheim Capital LLC | 0.03% | Reduce -5.3% | 358,420 | $3.8M |
| Morgan Stanley | 0.00% | Add +5.4% | 356,187 | $3.8M |
| Invesco Ltd. | 0.00% | Add +26.4% | 194,017 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +2.8% | 146,884 | $1.6M |
| First Trust Advisors LP | 0.00% | Reduce -1.1% | 128,076 | $1.4M |
| Shaker Financial Services, LLC | 0.46% | Add +4.7% | 124,313 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +49.6% | 122,950 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -0.5% | 119,280 | $1.3M |
| Fiera Capital Corp | 0.00% | Reduce -3.4% | 112,413 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +15.4% | 106,464 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -44.1% | 87,622 | $937K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.5% | 61,697 | $660K |
| Equitable Holdings, Inc. | 0.00% | Add +4.7% | 55,581 | $607K |
| Royal Bank of Canada | 0.00% | Reduce -1.8% | 51,751 | $553K |
| Wells Fargo & Company | 0.00% | Add +4.5% | 51,305 | $548K |
| Calamos Advisors LLC | 0.00% | New | 49,337 | $527K |
| Bank of America Corp. | 0.00% | Reduce -5.7% | 41,647 | $445K |
| Diligent Investors, LLC | 0.10% | Add +0.4% | 39,294 | $420K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -28.4% | 38,566 | $412K |
| Arete Wealth Advisors, LLC | 0.03% | New | 25,126 | $345K |
| NewEdge Advisors, LLC | 0.00% | Reduce -29.0% | 31,300 | $335K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -9.0% | 30,311 | $324K |
| FSA Advisors, Inc. | 0.21% | Reduce -19.9% | 29,177 | $312K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 27,889 | $298K |
| Post Resch Tallon Group Inc. | 0.24% | Reduce -1.6% | 27,683 | $295K |
| Melfa Wealth Management, Inc. | 0.16% | Reduce -1.2% | 25,645 | $274K |
| Raymond James Financial Inc. | 0.00% | Add +40.5% | 24,238 | $259K |
| Bey-Douglas LLC | 0.20% | No change | 21,306 | $228K |
| Stifel Financial Corp. | 0.00% | Add +6.8% | 14,767 | $158K |
| Susquehanna International Group, LLP | 0.00% | New | 14,322 | $153K |
| Sowell Financial Services LLC | 0.01% | Add +2.1% | 14,170 | $151K |
| Resurgent Financial Advisors LLC | 0.05% | New | 12,149 | $130K |
| Wedbush Securities Inc. | 0.00% | No change | 11,715 | $125K |
| Baird Financial Group, Inc. | 0.00% | No change | 10,650 | $114K |
| Harbour Investments, Inc. | 0.00% | New | 4,655 | $50K |
| CoreCap Advisors, LLC | 0.00% | Add +63.6% | 3,600 | $38K |
| Barrett & Company, Inc. | 0.01% | No change | 3,000 | $32K |
| UBS Group AG | 0.00% | Add +4.5% | 2,487 | $27K |
| Advisory Services Network, LLC | 0.00% | New | 1,825 | $20K |
| MAI Capital Management | 0.00% | No change | 500 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 500 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -40.8% | 237 | $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.