EVG — EATON VANCE SHORT DUR DIV IN
As of Q2 2026, 5 SEC-registered investment managers reported holding EVG (EATON VANCE SHORT DUR DIV IN) in their latest 13F filings, with a combined reported value of $6.87M across 637.51K shares. That is -1.3% by share count (-8.13K shares) versus the previous quarter, while reported value moved -0.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes, 4 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
EVG is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 328.11K | $3.54M | 0.00% | Reduce |
| Invesco Ltd history | 228.76K | $2.47M | 0.00% | Add |
| Wells Fargo & Co history | 50.78K | $547.47K | 0.00% | Reduce |
| Bank of America Corp history | 27.58K | $297.26K | 0.00% | Reduce |
| UBS Group AG history | 2.28K | $24.60K | 0.00% | Reduce |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 356.19K | $3.81M | 0.00% | Add |
| Invesco Ltd history | 194.02K | $2.07M | 0.00% | Add |
| Wells Fargo & Co history | 51.30K | $548.45K | 0.00% | Add |
| Bank of America Corp history | 41.65K | $445.21K | 0.00% | Reduce |
| UBS Group AG history | 2.49K | $26.59K | 0.00% | Add |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 338.02K | $3.69M | 0.00% | Add |
| Invesco Ltd history | 153.56K | $1.68M | 0.00% | Reduce |
| Wells Fargo & Co history | 49.10K | $536.20K | 0.00% | Add |
| Bank of America Corp history | 44.17K | $482.34K | 0.00% | Reduce |
| UBS Group AG history | 2.38K | $25.98K | 0.00% | Reduce |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 329.80K | $3.73M | 0.00% | Add |
| Invesco Ltd history | 158.15K | $1.79M | 0.00% | Add |
| Bank of America Corp history | 48.72K | $551.49K | 0.00% | Reduce |
| Wells Fargo & Co history | 43.94K | $497.41K | 0.00% | Reduce |
| UBS Group AG history | 2.76K | $31.20K | 0.00% | Reduce |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 321.12K | $3.54M | 0.00% | Reduce |
| Invesco Ltd history | 155.12K | $1.71M | 0.00% | Reduce |
| Bank of America Corp history | 48.99K | $540.37K | 0.00% | Reduce |
| Wells Fargo & Co history | 47.73K | $526.43K | 0.00% | Reduce |
| UBS Group AG history | 35.16K | $387.81K | 0.00% | Add |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 356.71K | $3.92M | 0.00% | Add |
| Invesco Ltd history | 158.34K | $1.74M | 0.00% | Add |
| Bank of America Corp history | 53.03K | $582.23K | 0.00% | Reduce |
| Wells Fargo & Co history | 51.90K | $569.86K | 0.00% | Reduce |
| UBS Group AG history | 6.94K | $76.20K | 0.00% | Add |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 328.11K | 356.19K | 338.02K | 329.80K | 321.12K | 356.71K | 353.12K | 407.42K | 423.10K | 420.29K | 543.95K | 564.77K | 553.12K | 562.60K | 549.22K | 548.75K | 556.95K | 531.55K | 471.55K | 412.76K |
| Invesco Ltd | 228.76K | 194.02K | 153.56K | 158.15K | 155.12K | 158.34K | 143.28K | 140.44K | 128.82K | 119.98K | 139.13K | 144.72K | 133.46K | 131.62K | 119.52K | 120.22K | 172.02K | 129.01K | 134.83K | 130.97K |
| Wells Fargo & Co | 50.78K | 51.30K | 49.10K | 43.94K | 47.73K | 51.90K | 52.72K | 43.60K | 36.04K | 31.08K | 32.08K | 54.31K | 34.14K | 40.25K | 38.60K | 39.26K | 39.76K | 37.23K | 38.08K | 163.58K |
| Bank of America Corp | 27.58K | 41.65K | 44.17K | 48.72K | 48.99K | 53.03K | 57.71K | 56.95K | 48.11K | 35.62K | 36.61K | 37.81K | 37.59K | 39.22K | 29.96K | 33.23K | 41.38K | 134.41K | 137.54K | 137.43K |
| UBS Group AG | 2.28K | 2.49K | 2.38K | 2.76K | 35.16K | 6.94K | 3.83K | 4.09K | 4.15K | 8.83K | 4.92K | 3.27K | 2.86K | 2.72K | 5.36K | 8.15K | 1.97K | 3.28K | 6.31K | 5.37K |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 14.40K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | 9.68K | 42 | 5.20K | 562 | — | — | — | — | — |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.22K |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.03K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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