Skip to content
Disclosery

XEVGX EATON VANCE SHORT DURATION D

Follow

COM (fund)

43 managers (43 13F filers) reported a position in XEVGX shares at 2025-06-30, 4,636,737 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
43
13F filers
43
New
3
Added
18
Reduced
13
Sold out
4
Shares held by filers
4,636,737

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC1,466,196$16.1M<0.01%+59,35513F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,027,640$11.3M0.24%+125,78813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY321,121$3.54M<0.01%-35,59113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC156,778$1.73M0.01%+68,92413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.155,117$1.71M<0.01%-3,22313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP125,049$1.38M<0.01%+4,86013F-HRTimelineGroup
Advisors Asset Management, Inc.121,251$1.34M0.02%-23913F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,700$1.1M<0.01%+22,10513F-HR/ATimelineGroup
Shaker Financial Services, LLC91,716$1.01M0.37%+55,79513F-HRTimeline
AE Wealth Management LLC90,115$994K0.01%+6,77113F-HRTimeline
LPL Financial LLC78,196$863K<0.01%-210,28113F-HRTimeline
Cetera Investment Advisers68,412$755K<0.01%+5,79713F-HRTimeline
Cambridge Investment Research Advisors,…67,519$745K<0.01%+8,97213F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp67,541$745K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA54,135$597K<0.01%-2,86413F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC50,606$558K<0.01%-3,58513F-HRTimeline
Cornerstone Wealth Management, LLC49,853$550K0.03%-2,12713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/48,991$540K<0.01%-4,03513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN47,727$526K<0.01%-4,17313F-HRTimelineGroup
NewEdge Advisors, LLC45,000$496K<0.01%+11,80013F-HRTimeline
FSA Advisors, Inc.43,093$475K0.39%+5,18813F-HRTimeline
Diligent Investors, LLC38,697$427K0.1%-8,64513F-HRTimeline
UBS Group AGin group UBS Group AG35,160$388K<0.01%+28,22013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,664$382K<0.01%+4,06513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,340$346K<0.01%new13F-HRTimelineGroup
Post Resch Tallon Group Inc.28,057$309K0.3%+4,38613F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.25,953$286K0.18%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,324$279K<0.01%+4,94213F-HRTimelineGroup
ELCO Management Co., LLC23,075$255K0.13%013F-HRTimeline
Bey-Douglas LLC21,635$239K0.14%+6,62213F-HRTimeline
Capital Market Strategies LLC21,260$234K0.16%-50013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,228$179K<0.01%-4,93913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,043$177K<0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC13,332$147K0.01%+26613F-HRTimeline
WEDBUSH SECURITIES INC11,715$129K<0.01%013F-HRTimeline
Capital Investment Advisors, LLC10,019$111K<0.01%-58013F-HR/ATimeline
BARRETT & COMPANY, INC.3,000$33.1K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,200$24.3K<0.01%013F-HRTimeline
NFSG Corp1,490$16.4K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP750$8.23K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.500$6K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC539$5.94K<0.01%+1113F-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