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XEVGX EATON VANCE SHORT DURATION D

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COM (fund)

43 managers (43 13F filers) reported a position in XEVGX shares at 2025-03-31, 4,486,101 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
43
13F filers
43
New
3
Added
18
Reduced
13
Sold out
5
Shares held by filers
4,486,101

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC1,406,841$15.4M<0.01%+138,38013F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC901,852$9.9M0.23%-56,92713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY356,712$3.92M<0.01%+3,59713F-HRTimelineGroup
LPL Financial LLC288,477$3.17M<0.01%+88,66213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.158,340$1.74M<0.01%+15,05813F-HRTimelineGroup
Advisors Asset Management, Inc.121,490$1.33M0.03%+2913F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP120,189$1.32M<0.01%-11,06013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC87,854$965K0.01%+8,16513F-HRTimelineGroup
AE Wealth Management LLC83,344$915K0.01%+54013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,595$852K<0.01%+29,65513F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp67,541$742K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers62,615$688K<0.01%+2,59613F-HRTimeline
Cambridge Investment Research Advisors,…58,547$643K<0.01%-118,45313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,999$626K<0.01%+80913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC54,191$595K<0.01%+25113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/53,026$582K<0.01%-4,68413F-HRTimelineGroup
Cornerstone Wealth Management, LLC51,980$571K0.04%-6,08613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN51,900$570K<0.01%-81913F-HRTimelineGroup
Diligent Investors, LLC47,342$520K0.13%+18613F-HRTimeline
FSA Advisors, Inc.37,905$416K0.33%new13F-HRTimeline
Shaker Financial Services, LLC35,921$394K0.15%-1,37013F-HRTimeline
NewEdge Advisors, LLC33,200$365K<0.01%-2,70013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,599$336K<0.01%+21813F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.25,953$285K0.19%013F-HRTimeline
Post Resch Tallon Group Inc.23,671$259K0.26%+1,49013F-HRTimeline
ELCO Management Co., LLC23,075$253K0.14%-3,70013F-HRTimeline
Capital Market Strategies LLC21,760$239K0.16%+1,50013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,167$232K<0.01%-38913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,382$224K<0.01%+29513F-HRTimelineGroup
Atria Wealth Solutions, Inc.15,275$168K<0.01%013F-HRTimeline
Bey-Douglas LLC15,013$165K0.15%-1,90313F-HRTimeline
Moors & Cabot, Inc.13,500$148K0.01%013F-HRTimeline
Sowell Financial Services LLC13,066$143K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC11,715$129K<0.01%013F-HRTimeline
Capital Investment Advisors, LLC10,599$116K<0.01%-3,97513F-HRTimeline
EP Wealth Advisors, LLC10,380$114K<0.01%-8,97513F-HRTimeline
UBS Group AGin group UBS Group AG6,940$76.2K<0.01%+3,10813F-HRTimelineGroup
BARRETT & COMPANY, INC.3,000$32.9K0.01%013F-HRTimeline
Elequin Capital, LP2,917$32K0.01%new13F-HRTimeline
CoreCap Advisors, LLC2,200$24.2K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC528$5.8K<0.01%+1013F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.500$5K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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