Eaton Vance Short Duration Diversified Income Fund
US ˙ NYSE

SecurityEVG / Eaton Vance Short Duration Diversified Income Fund
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership146,884 shares
Latest Disclosed Value $ 1,570,199
Advisor Group Holdings, Inc. reports 2.77% increase in ownership of EVG / Eaton Vance Short Duration Diversified Income Fund

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 146,884 shares of Eaton Vance Short Duration Diversified Income Fund (US:EVG) valued at $1,570,190 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 142,927 shares of Eaton Vance Short Duration Diversified Income Fund. This represents a change in shares of 2.77% during the quarter. The current value of the position is $1,575,331 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F EATON VANCE SHORT DURATION D COM 27828V104 146,884 3,957 2.77 1,570 0.64 0.0013
2026-02-17 2025-12-31 13F EATON VANCE SHORT DURATION D COM 27828V104 142,927 27,687 24.03 1,561 20.09 0.0023
2025-11-14 2025-09-30 13F EATON VANCE SHORT DURATION D COM 27828V104 115,240 15,540 15.59 1,299 18.20 0.0018
2025-09-04 2025-06-30 13F/A-1 EATON VANCE SHORT DURATION D COM 27828V104 99,700 22,105 28.49 1,100 28.99 0.0020
2025-08-13 2025-06-30 13F EATON VANCE SHORT DURATION D COM 27828V104 45,091 -32,504 492 0.0006
2025-05-12 2025-03-31 13F EATON VANCE SHORT DURATION D COM 27828V104 77,595 29,655 61.86 852 62.91 0.0019
2025-06-06 2024-12-31 13F/A-1 EATON VANCE SHORT DURATION D COM 27828V104 47,940 16,730 53.60 524 50.29 0.0012
2025-02-07 2024-12-31 13F EATON VANCE SHORT DURATION D COM 27828V104 28,516 -2,694 318 0.0008
2024-11-13 2024-09-30 13F EATON VANCE SHORT DURATION D COM 27828V104 31,210 -3,203 -9.31 349 -6.20 0.0008
2024-08-13 2024-06-30 13F EATON VANCE SHORT DURATION D COM 27828V104 34,413 -146,198 -80.95 372 -80.55 0.0009
2024-05-10 2024-03-31 13F EATON VANCE SHORT DURATION D COM 27828V104 180,611 2,493 1.40 1,907 3.19 0.0043
2024-02-12 2023-12-31 13F EATON VANCE SHORT DURATION D COM 27828V104 178,118 -8,926 -4.77 1,849 -4.69 0.0032
2023-11-13 2023-09-30 13F EATON VANCE SHORT DURATION D COM 27828V104 187,044 4,189 2.29 1,940 8.14 0.0029
2023-08-21 2023-06-30 13F/A-1 EATON VANCE SHORT DURATION D COM 27828V104 182,855 -3,037 -1.63 1,794 -7.67 0.0032
2023-08-10 2023-06-30 13F EATON VANCE SHORT DURATION D COM 27828V104 182,855 1,794
2023-05-12 2023-03-31 13F EATON VANCE SHORT DURATION D COM 27828V104 185,892 1,906 1.04 1,943 3.57 0.0037
2023-02-10 2022-12-31 13F EATON VANCE SHORT DURATION D COM 27828V104 183,986 3,070 1.70 1,875 5.75 0.0038
2022-11-14 2022-09-30 13F EATON VANCE SHORT DURATION D COM 27828V104 180,916 89,828 98.62 1,773 81.10 0.0041
2022-08-10 2022-06-30 13F EATON VANCE SHORT DURATION D COM 27828V104 91,088 14,515 18.96 979 10.50 0.0022
2022-05-04 2022-03-31 13F EATON VANCE SHORT DURATION D COM 27828V104 76,573 9,554 14.26 886 -0.45 0.0017
2022-02-03 2021-12-31 13F EATON VANCE SHORT DURATION D COM 27828V104 67,019 3,777 5.97 890 5.58 0.0017
2021-11-05 2021-09-30 13F EATON VANCE SHORT DURATION D COM 27828V104 63,242 932 1.50 843 1.93 0.0018
2021-08-02 2021-06-30 13F EATON VANCE SHORT DURATION D COM 27828V104 62,310 -1,888 -2.94 827 -2.25 0.0018
2021-05-13 2021-03-31 13F EATON VANCE SHORT DURATION D COM 27828V104 64,198 1,556 2.48 846 9.16 0.0020
2021-02-10 2020-12-31 13F EATON VANCE SHORT DURATION D COM 27828V104 62,642 -679 -1.07 775 7.04 0.0021
2020-11-12 2020-09-30 13F EATON VANCE SHORT DURATION D COM 27828V104 63,321 -931 -1.45 724 -0.82 0.0022
2020-08-14 2020-06-30 13F EATON VANCE SHORT DURATION D COM 27828V104 64,252 -28,400 -30.65 730 -27.87 0.0025
2020-05-18 2020-03-31 13F EATON VANCE SH TM DR DIVR IN COM 27828V104 92,652 92,652 1,012 0.0041
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.