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Disclosery

EVG EATON VANCE SHORT DURATION D

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COM (common), issuer CIK 1287498

41 managers (41 13F filers) reported a position in EVG shares at 2026-06-30, 5,093,325 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
41
13F filers
41
New
2
Added
19
Reduced
17
Sold out
4
Shares held by filers
5,093,325

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,827,591$19.8M<0.01%+165,23313F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC764,074$8.24M0.16%+1,70913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC347,294$3.74M0.02%-11,12613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY328,108$3.54M<0.01%-28,07913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.228,760$2.47M<0.01%+34,74313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.173,144$1.87M<0.01%+26,26013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP130,014$1.4M<0.01%+1,93813F-HRTimelineGroup
AE Wealth Management LLC120,530$1.3M0.01%+14,06613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp115,563$1.25M<0.01%+3,15013F-HRTimelineGroup
Cetera Investment Advisers99,269$1.07M<0.01%-23,68113F-HRTimeline
LPL Financial LLC85,766$925K<0.01%-1,85613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,720$913K<0.01%+60,48213F-HRTimelineGroup
Advisors Asset Management, Inc.81,816$882K0.01%-37,46413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.64,145$691K<0.01%+8,56413F-HRTimelineGroup
Shaker Financial Services, LLC63,944$689K0.22%-60,36913F-HRTimeline
Cambridge Investment Research Advisors,…61,281$661K<0.01%-41613F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA53,151$573K<0.01%+1,40013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN50,785$547K<0.01%-52013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC36,474$393K<0.01%-2,09213F-HRTimeline
Diligent Investors, LLC35,597$384K0.09%-3,69713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,972$377K<0.01%+7,08313F-HRTimelineGroup
Post Resch Tallon Group Inc.34,607$373K0.26%+6,92413F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC33,463$361K<0.01%-15,87413F-HRTimelineGroup
NewEdge Advisors, LLC29,900$322K<0.01%-1,40013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,576$297K<0.01%-14,07113F-HRTimelineGroup
Cornerstone Wealth Management, LLC25,714$277K0.01%-4,59713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.25,542$275K0.15%-10313F-HRTimeline
FSA Advisors, Inc.24,746$267K0.12%-4,43113F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,964$161K<0.01%+19713F-HRTimelineGroup
Sowell Financial Services LLC14,463$156K0.01%+29313F-HRTimeline
Resurgent Financial Advisors LLC13,520$146K0.04%+1,37113F-HRTimeline
Van Diest Capital, LLC12,052$130K0.12%new13F-HRTimeline
WEDBUSH SECURITIES INC11,715$126K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,650$126K<0.01%+1,00013F-HRTimelineGroup
Dynamic Advisor Solutions LLC10,081$109K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC5,000$53.9K<0.01%+1,40013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,752$51.2K<0.01%+9713F-HRTimeline
BARRETT & COMPANY, INC.3,000$32.3K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,282$24.6K<0.01%-20513F-HRTimelineGroup
Arax Advisory Partners800$8.62K<0.01%+56313F-HRTimeline
HAZLETT, BURT & WATSON, INC.500$5K<0.01%013F-HRTimeline

Events

  • SIT INVESTMENT ASSOCIATES INC and 1 other reporting person reported 784,238 EVG shares, 5.8% of the class, as of 2026-09-29, in a 13G/A filed 2026-10-01. 0000769317-26-000020

    Accepted , ingested