EVG Eaton Vance Short Diversified Income Fund Eaton Vance Short Duration Diversified Income Fund Common Shares of Beneficial Interest
NYSE · N/A close Oct 2, 2026EVG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
EVG Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
| Ex-date | Split | Type |
|---|---|---|
| Dec. 27, 2019 | 1-for-1 | Reverse |
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 15, 2026 | $0.07 | USD | ≈8.7% |
| Aug 14, 2026 | $0.07 | USD | ≈8.3% |
| Jul 15, 2026 | $0.07 | USD | ≈8.3% |
| Jun 15, 2026 | $0.07 | USD | ≈8.4% |
| May 15, 2026 | $0.07 | USD | ≈8.4% |
| Apr 15, 2026 | $0.07 | USD | ≈8.3% |
| Mar 16, 2026 | $0.08 | USD | ≈8.4% |
| Feb 17, 2026 | $0.08 | USD | ≈8.1% |
| Jan 15, 2026 | $0.08 | USD | ≈8.1% |
| Dec 15, 2025 | $0.08 | USD | ≈8.2% |
| Nov 14, 2025 | $0.08 | USD | ≈8.1% |
| Oct 15, 2025 | $0.08 | USD | ≈8.1% |
| Sep 15, 2025 | $0.08 | USD | ≈8.0% |
| Aug 15, 2025 | $0.07 | USD | ≈8.0% |
| Jul 15, 2025 | $0.07 | USD | ≈8.3% |
| Jun 16, 2025 | $0.07 | USD | ≈8.5% |
| May 15, 2025 | $0.07 | USD | ≈8.6% |
| Apr 15, 2025 | $0.07 | USD | ≈8.8% |
| Mar 14, 2025 | $0.07 | USD | ≈8.6% |
| Feb 14, 2025 | $0.07 | USD | ≈8.4% |
Institutional owners (13F) 44 filers · $46.9M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 4 (-2 vs prior Q) | 4 (-1 vs prior Q) | 17 (+3 vs prior Q) | 16 (+1 vs prior Q) | +2.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $19,773,169 | 1,827,591 | 42.20% | Shares |
| GUGGENHEIM CAPITAL LLC | $3,743,829 | 347,294 | 7.99% | Shares |
| MORGAN STANLEY | $3,537,011 | 328,108 | 7.55% | Shares |
| Invesco Ltd. | $2,466,033 | 228,760 | 5.26% | Shares |
| OSAIC HOLDINGS, INC. | $1,866,492 | 173,144 | 3.98% | Shares |
| FIRST TRUST ADVISORS LP | $1,401,545 | 130,014 | 2.99% | Shares |
| Advisors Asset Management, Inc. | $1,308,926 | 119,865 | 2.79% | Shares |
| AE Wealth Management LLC | $1,299,316 | 120,530 | 2.77% | Shares |
| Fiera Capital Corp | $1,245,769 | 115,563 | 2.66% | Shares |
| Cetera Investment Advisers | $1,070,115 | 99,269 | 2.28% | Shares |
| LPL Financial LLC | $924,560 | 85,766 | 1.97% | Shares |
| RAYMOND JAMES FINANCIAL INC | $913,283 | 84,720 | 1.95% | Shares |
| Equitable Holdings, Inc. | $691,487 | 64,145 | 1.48% | Shares |
| Shaker Financial Services, LLC | $689,317 | 63,944 | 1.47% | Shares |
| ROYAL BANK OF CANADA | $573,000 | 53,151 | 1.22% | Shares |
| WELLS FARGO & COMPANY/MN | $547,467 | 50,785 | 1.17% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $393,190 | 36,474 | 0.84% | Shares |
| Diligent Investors, LLC | $383,740 | 35,597 | 0.82% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $376,995 | 34,972 | 0.80% | Shares |
| Post Resch Tallon Group Inc. | $373,065 | 34,607 | 0.80% | Shares |
| Calamos Advisors LLC | $360,731 | 33,463 | 0.77% | Shares |
| NewEdge Advisors, LLC | $322,322 | 29,900 | 0.69% | Shares |
| BANK OF AMERICA CORP /DE/ | $297,265 | 27,576 | 0.63% | Shares |
| Cornerstone Wealth Management, LLC | $277,201 | 25,714 | 0.59% | Shares |
| MELFA WEALTH MANAGEMENT, INC. | $275,343 | 25,542 | 0.59% | Shares |
| FSA Advisors, Inc. | $266,762 | 24,746 | 0.57% | Shares |
| Capital Market Strategies LLC | $234,498 | 21,260 | 0.50% | Shares |
| Bey-Douglas LLC | $227,761 | 21,306 | 0.49% | Shares |
| STIFEL FINANCIAL CORP | $161,311 | 14,964 | 0.34% | Shares |
| Sowell Financial Services LLC | $155,916 | 14,463 | 0.33% | Shares |
| Resurgent Financial Advisors LLC | $145,746 | 13,520 | 0.31% | Shares |
| Van Diest Capital, LLC | $129,918 | 12,052 | 0.28% | Shares |
| Baird Financial Group, Inc. | $125,587 | 11,650 | 0.27% | Shares |
| Dynamic Advisor Solutions LLC | $108,669 | 10,081 | 0.23% | Shares |
| CoreCap Advisors, LLC | $53,900 | 5,000 | 0.12% | Shares |
| HARBOUR INVESTMENTS, INC. | $51,230 | 4,752 | 0.11% | Shares |
| BARRETT & COMPANY, INC. | $32,340 | 3,000 | 0.07% | Shares |
| UBS Group AG | $24,600 | 2,282 | 0.05% | Shares |
| Arax Advisory Partners | $8,624 | 800 | 0.02% | Shares |
| SIT INVESTMENT ASSOCIATES INC | $8,237 | 764,074 | 0.02% | Shares |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | $8,235 | 750 | 0.02% | Shares |
| Cambridge Investment Research Advisors, Inc. | $661 | 61,281 | 0.00% | Shares |
| WEDBUSH SECURITIES INC | $126 | 11,715 | 0.00% | Shares |
| HAZLETT, BURT & WATSON, INC. | $5 | 500 | 0.00% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Sit Investment Associates, Inc., Sit Fixed Income Advisors II, LLC ×2 filings | Feb. 5, 2026 | 5.20% | Amendment | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 3 insiders · 2 officers · 1 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Mark S Venezia | Vice President | May 10, 2010 J | 0 | 0 | 0 | $0 |
| James B Hawkes | Vice President | Dec. 23, 2005 P | 600 | 0 | 0 | $0 |
| Scott H Page | · | Feb. 6, 2018 P | 10,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 1 ETF
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PCEF · Invesco Exchange-Traded Fund Trust … | 0.16% | 125,468 | Oct. 2, 2026 | Daily |
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.