Skip to content
Disclosery

XEVGX EATON VANCE SHORT DURATION D

Follow

COM (fund)

46 managers (46 13F filers) reported a position in XEVGX shares at 2024-12-31, 4,403,967 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
46
13F filers
46
New
3
Added
17
Reduced
16
Sold out
4
Shares held by filers
4,403,967

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 INC1,268,461$13.9M<0.01%+183,91813F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC958,779$10.5M0.24%-108,51513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY353,115$3.86M<0.01%-54,30513F-HR/ATimelineGroup
LPL Financial LLC199,815$2.18M<0.01%+147,12413F-HRTimeline
Cambridge Investment Research Advisors,…177,000$1.93M0.01%-7,66613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.143,282$1.56M<0.01%+2,84713F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP131,249$1.43M<0.01%+31913F-HRTimelineGroup
Advisors Asset Management, Inc.121,461$1.33M0.02%+26,08413F-HR/ATimeline
AE Wealth Management LLC82,804$904K0.01%+21,87613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC79,689$870K0.01%+1,31213F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp67,541$738K<0.01%-2,72213F-HRTimelineGroup
Cetera Investment Advisers60,019$655K<0.01%+87913F-HRTimeline
Cornerstone Wealth Management, LLC58,066$634K0.04%-6,35513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/57,710$630K<0.01%+75613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,190$614K<0.01%-3,23313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC53,940$589K<0.01%+67613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN52,719$576K<0.01%+9,11613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,940$524K<0.01%+16,73013F-HR/ATimelineGroup
Diligent Investors, LLC47,156$515K0.12%+19613F-HRTimeline
Shaker Financial Services, LLC37,291$407K0.16%-2,18213F-HRTimeline
NewEdge Advisors, LLC35,900$392K<0.01%-2,80013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,381$332K<0.01%+1,90813F-HRTimelineGroup
ELCO Management Co., LLC26,775$292K0.15%-16,90013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.25,953$283K0.19%-9813F-HRTimeline
Post Resch Tallon Group Inc.22,181$244K0.23%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,556$235K<0.01%-49613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,502$235K<0.01%new13F-HRTimelineGroup
Capital Market Strategies LLC20,260$221K0.13%+1,36513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,087$219K<0.01%-3,33813F-HRTimelineGroup
EP Wealth Advisors, LLC19,355$211K<0.01%013F-HRTimeline
Bey-Douglas LLC16,916$185K0.16%-62613F-HRTimeline
Atria Wealth Solutions, Inc.15,275$167K<0.01%013F-HRTimeline
Capital Investment Advisors, LLC14,574$159K<0.01%-66213F-HRTimeline
Moors & Cabot, Inc.13,500$147K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC11,715$128K<0.01%-2,02013F-HRTimeline
Pointe Capital Management LLC11,685$128K0.07%+113F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,253$112K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,832$41.8K<0.01%-25613F-HRTimelineGroup
BARRETT & COMPANY, INC.3,000$32.8K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,200$24K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,000$11.2K<0.01%new13F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP750$8.19K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC518$5.65K<0.01%+1113F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.500$5K<0.01%013F-HRTimeline
WPG Advisers, LLC72$786<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

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

    Accepted , ingested