Who Owns EATON VANCE SHORT DURATION D (EVG)? -- Institutional Holders (2026-06-30)
45 institutions reported holding $55.0M of EATON VANCE SHORT DURATION D (EVG) in SEC 13F filings for 2026-06-30. Largest institutional holders: AMERIPRISE FINANCIAL INC ($19.8M), SIT INVESTMENT ASSOCIATES INC ($8.2M), GUGGENHEIM CAPITAL LLC ($3.7M), MORGAN STANLEY ($3.5M), Invesco Ltd. ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | AMERIPRISE FINANCIAL INC | $19.8M | 1.8M | Added |
| 2 | SIT INVESTMENT ASSOCIATES INC | $8.2M | 764,074 | Added |
| 3 | GUGGENHEIM CAPITAL LLC | $3.7M | 347,294 | Trimmed |
| 4 | MORGAN STANLEY | $3.5M | 328,108 | Trimmed |
| 5 | Invesco Ltd. | $2.5M | 228,760 | Added |
| 6 | OSAIC HOLDINGS, INC. | $1.9M | 173,144 | Added |
| 7 | FIRST TRUST ADVISORS LP | $1.4M | 130,014 | Added |
| 8 | AE Wealth Management LLC | $1.3M | 120,530 | Added |
| 9 | Fiera Capital Corp | $1.2M | 115,563 | Added |
| 10 | Cetera Investment Advisers | $1.1M | 99,269 | Trimmed |
| 11 | LPL Financial LLC | $924,560 | 85,766 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $913,283 | 84,720 | Added |
| 13 | Advisors Asset Management, Inc. | $881,976 | 81,816 | Trimmed |
| 14 | Equitable Holdings, Inc. | $691,487 | 64,145 | Added |
| 15 | Shaker Financial Services, LLC | $689,317 | 63,944 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $661,000 | 61,281 | Trimmed |
| 17 | Royal Bank of Canada | $573,000 | 53,151 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $547,467 | 50,785 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $393,190 | 36,474 | Trimmed |
| 20 | Diligent Investors, LLC | $383,740 | 35,597 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $376,995 | 34,972 | Added |
| 22 | Post Resch Tallon Group Inc. | $373,065 | 34,607 | Added |
| 23 | Calamos Advisors LLC | $360,731 | 33,463 | Trimmed |
| 24 | NewEdge Advisors, LLC | $322,322 | 29,900 | Trimmed |
| 25 | BANK OF AMERICA CORP /DE/ | $297,265 | 27,576 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30