13F Insight
DOSSIER · 13F Holders · Q2 2026
XEVGX

EATON VANCE SHORT DURATION D

45 institutions still hold EATON VANCE SHORT DURATION D as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 27828V104·45 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$52M
visible holders
Holders
45
filers reporting
Concentration
38.32%
AMERIPRISE FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

45 institutions reported XEVGX in Q2 2026. AMERIPRISE FINANCIAL INC leads at 38.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AMERIPRISE FINANCIAL INC
CIK 0000820027
$20M1.8M0.00%Q2 202602
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$8M762K0.17%Q1 202603
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$4M347K0.02%Q2 202604
MORGAN STANLEY
CIK 0000895421
$4M328K0.00%Q2 202605
Invesco Ltd.
CIK 0000914208
$2M229K0.00%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M173K0.00%Q2 202607
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$1M130K0.00%Q2 202608
AE Wealth Management LLC
CIK 0001697723
$1M121K0.01%Q2 202609
Advisors Asset Management, Inc.
CIK 0001297376
$1M119K0.02%Q1 202610
Fiera Capital Corp
CIK 0001505817
$1M116K0.00%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$1M99K0.00%Q2 202612
LPL Financial LLC
CIK 0001403438
$925K86K0.00%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$913K85K0.00%Q2 202614
Equitable Holdings, Inc.
CIK 0001333986
$691K64K0.00%Q2 202615
Shaker Financial Services, LLC
CIK 0001511794
$689K64K0.22%Q2 202616
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$660K62K0.00%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$573K53K0.00%Q2 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$547K51K0.00%Q2 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$393K36K0.00%Q2 202620
Diligent Investors, LLC
CIK 0001549042
$384K36K0.09%Q2 2026
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