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Disclosery

XEVGX EATON VANCE SHORT DURATION D

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COM (fund)

43 managers (43 13F filers) reported a position in XEVGX shares at 2025-12-31, 4,849,601 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
43
13F filers
43
New
4
Added
17
Reduced
13
Sold out
5
Shares held by filers
4,849,601

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC1,543,771$16.9M<0.01%+27,73413F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC776,881$8.48M0.17%-87,23313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC378,332$4.13M0.03%+48,41113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY338,025$3.69M<0.01%+8,22513F-HR/ATimelineGroup
LPL Financial LLC156,845$1.71M<0.01%-8,31113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.153,556$1.68M<0.01%-4,59013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.142,927$1.56M<0.01%+27,68713F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP129,495$1.41M<0.01%+45813F-HRTimelineGroup
Advisors Asset Management, Inc.119,865$1.31M0.02%+1713F-HR/ATimeline
Shaker Financial Services, LLC118,733$1.3M0.41%+91,04613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp116,330$1.27M<0.01%+38,33613F-HRTimelineGroup
AE Wealth Management LLC92,287$1.01M0.01%+1,92613F-HRTimeline
Cetera Investment Advisers82,169$897K<0.01%+4,09313F-HRTimeline
Cambridge Investment Research Advisors,…65,997$721K<0.01%-1,98913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,871$588K<0.01%+6,11413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,080$580K<0.01%+1,57813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,702$576K<0.01%-1,78413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN49,102$536K<0.01%+5,16113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/44,170$482K<0.01%-4,54813F-HRTimelineGroup
NewEdge Advisors, LLC44,100$482K<0.01%+30013F-HRTimeline
Diligent Investors, LLC39,133$427K0.11%+22313F-HRTimeline
FSA Advisors, Inc.36,419$398K0.28%-4,67713F-HRTimeline
Cornerstone Wealth Management, LLC33,319$364K0.02%-7,77113F-HRTimeline
Post Resch Tallon Group Inc.28,135$307K0.26%-5813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,419$299K<0.01%-8,54513F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.25,953$283K0.16%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…25,786$259K0.02%new13F-HRTimeline
Bey-Douglas LLC21,306$233K0.19%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,246$188K<0.01%+1413F-HRTimelineGroup
Sowell Financial Services LLC13,878$152K0.01%+27813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,827$151K<0.01%-18,17113F-HRTimelineGroup
WEDBUSH SECURITIES INC11,715$128K<0.01%013F-HRTimeline
ELCO Management Co., LLC11,100$121K0.08%-3,47513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,650$116K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,398$103K<0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.3,000$32.8K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,379$26K<0.01%-37713F-HRTimelineGroup
CoreCap Advisors, LLC2,200$24K<0.01%013F-HRTimeline
EASTERN BANK2,100$22.9K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,000$10.9K<0.01%new13F-HR/ATimelineGroup
MAI Capital Management500$5.46K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.500$5K<0.01%013F-HRTimeline
Arax Advisory Partners400$4.37K<0.01%013F-HRTimeline

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