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Disclosery

XEVGX EATON VANCE SHORT DURATION D

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COM (fund)

44 managers (44 13F filers) reported a position in XEVGX shares at 2026-03-31, 5,007,779 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
44
13F filers
44
New
6
Added
16
Reduced
16
Sold out
5
Shares held by filers
5,007,779

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC1,662,358$17.8M<0.01%+118,58713F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC762,365$8.15M0.17%-14,51613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC358,420$3.83M0.03%-19,91213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY356,187$3.81M<0.01%+18,16213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.194,017$2.07M<0.01%+40,46113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.146,884$1.57M<0.01%+3,95713F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP128,076$1.37M<0.01%-1,41913F-HRTimelineGroup
Shaker Financial Services, LLC124,313$1.33M0.46%+5,58013F-HRTimeline
Cetera Investment Advisers122,950$1.31M<0.01%+40,78113F-HRTimeline
Advisors Asset Management, Inc.119,280$1.28M0.02%-58513F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp112,413$1.2M<0.01%-3,91713F-HRTimelineGroup
AE Wealth Management LLC106,464$1.14M0.01%+14,17713F-HRTimeline
LPL Financial LLC87,622$937K<0.01%-69,22313F-HRTimeline
Cambridge Investment Research Advisors,…61,697$660K<0.01%-4,30013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.55,581$607K<0.01%+2,50113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,751$553K<0.01%-95113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN51,305$548K<0.01%+2,20313F-HR/ATimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC49,337$527K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,647$445K<0.01%-2,52313F-HRTimelineGroup
Diligent Investors, LLC39,294$420K0.1%+16113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,566$412K<0.01%-15,30513F-HRTimeline
Arete Wealth Advisors, LLC25,126$345K0.03%new13F-HR/ATimeline
NewEdge Advisors, LLC31,300$335K<0.01%-12,80013F-HR/ATimeline
Cornerstone Wealth Management, LLC30,311$324K0.02%-3,00813F-HRTimeline
FSA Advisors, Inc.29,177$312K0.21%-7,24213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,889$298K<0.01%+47013F-HRTimelineGroup
Post Resch Tallon Group Inc.27,683$295K0.24%-45213F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.25,645$274K0.16%-30813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,238$259K<0.01%+6,99213F-HRTimelineGroup
Bey-Douglas LLC21,306$228K0.2%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,767$158K<0.01%+94013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,322$153K<0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC14,170$151K0.01%+29213F-HRTimeline
Resurgent Financial Advisors LLC12,149$130K0.05%new13F-HRTimeline
WEDBUSH SECURITIES INC11,715$125K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,650$114K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,655$49.8K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC3,600$38.5K<0.01%+1,40013F-HRTimeline
BARRETT & COMPANY, INC.3,000$32.1K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,487$26.6K<0.01%+10813F-HRTimelineGroup
Advisory Services Network, LLC1,825$19.5K<0.01%new13F-HRTimeline
MAI Capital Management500$5.34K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.500$5K<0.01%013F-HRTimeline
Arax Advisory Partners237$4.28K<0.01%-16313F-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