Vault-13

EATON VANCE SHORT DURATION D XEVGX

COM · Closed-End Fund · CUSIP 27828V104

41 institutional holders -3 vs Q1 2026
5,154,6065.2m shares reported held*
$55.6mreported value*
2 new 20 added 16 reduced 4 sold out net bought ≈ $1.8m (+168.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.79.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 43Q4 22: 47Q1 23: 46Q2 23: 48Q3 23: 46Q4 23: 46Q1 24: 48Q2 24: 44Q3 24: 45Q4 24: 46Q1 25: 43Q2 25: 43Q3 25: 44Q4 25: 43Q1 26: 44Q2 26: 4141Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202243
Q4 202247
Q1 202346
Q2 202348
Q3 202346
Q4 202346
Q1 202448
Q2 202444
Q3 202445
Q4 202446
Q1 202543
Q2 202543
Q3 202544
Q4 202543
Q1 202644
Q2 202641

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 21 bought or addedQ3 24: 17 cut or sold outQ4 24: 20 bought or addedQ4 24: 20 cut or sold outQ4 24Q1 25: 21 bought or addedQ1 25: 18 cut or sold outQ2 25: 22 bought or addedQ2 25: 16 cut or sold outQ2 25Q3 25: 24 bought or addedQ3 25: 15 cut or sold outQ4 25: 21 bought or addedQ4 25: 18 cut or sold outQ4 25Q1 26: 22 bought or addedQ1 26: 21 cut or sold outQ2 26: 22 bought or addedQ2 26: 20 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242117
Q4 20242020
Q1 20252118
Q2 20252216
Q3 20252415
Q4 20252118
Q1 20262221
Q2 20262220

Biggest buyers

AMERIPRISE FINANCIAL INC Added +165,233+165.2k
Cambridge Investment Research Advisors, Inc. Added +60,865+60.9k
RAYMOND JAMES FINANCIAL INC Added +60,482+60.5k
Invesco Ltd. Added +34,743+34.7k
OSAIC HOLDINGS, INC. Added +26,260+26.3k
AE Wealth Management LLC Added +14,066+14.1k
Van Diest Capital, LLC New +12,052+12.1k
Dynamic Advisor Solutions LLC New +10,081+10.1k
Equitable Holdings, Inc. Added +8,564+8.6k
ENVESTNET ASSET MANAGEMENT INC Added +7,083+7.1k

Biggest sellers

Shaker Financial Services, LLC Reduced -60,369-60.4k
Advisors Asset Management, Inc. Reduced -37,464-37.5k
MORGAN STANLEY Reduced -28,079-28.1k
Arete Wealth Advisors, LLC Sold out -25,126-25.1k
Cetera Investment Advisers Reduced -23,681-23.7k
Calamos Advisors LLC Reduced -15,874-15.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -14,322-14.3k
BANK OF AMERICA CORP /DE/ Reduced -14,071-14.1k
GUGGENHEIM CAPITAL LLC Reduced -11,126-11.1k
Cornerstone Wealth Management, LLC Reduced -4,597-4.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
AMERIPRISE FINANCIAL INC 13G · institution +1.2 pts · filed 2026-08-14 13.6% +1.2 pts 1.8m≈ $19.7m 2026-08-14
SIT INVESTMENT ASSOCIATES INC 13G · institution +0.6 pts · filed 2026-10-01 5.8% +0.6 pts 784.2k≈ $8.5m 2026-10-01

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 1,827,5911.8m $19.8m $19.8m 0.00% Added +165.2k +165,233
2 SIT INVESTMENT ASSOCIATES INC 0.16% of their portfolio Minneapolis, MN 764,074764.1k $8.2m $8.2m 0.16% Added +1.7k +1,709
3 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 347,294347.3k $3.7m $3.7m 0.02% Reduced -11.1k -11,126
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 328,108328.1k $3.5m $3.5m 0.00% Reduced -28.1k -28,079
5 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 228,760228.8k $2.5m $2.5m 0.00% Added +34.7k +34,743
6 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 173,144173.1k $1.9m $1.9m 0.00% Added +26.3k +26,260
7 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 130,014130.0k $1.4m $1.4m 0.00% Added +1.9k +1,938
8 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 122,562122.6k $1.3m $1.3m 0.00% Added +60.9k +60,865
9 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 120,530120.5k $1.3m $1.3m 0.01% Added +14.1k +14,066
10 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 115,563115.6k $1.2m $1.2m 0.00% Added +3.1k +3,150
11 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 99,26999.3k $1.1m $1.1m 0.00% Reduced -23.7k -23,681
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 85,76685.8k $924.6k $924.6k 0.00% Reduced -1.9k -1,856
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 84,72084.7k $913.3k $913.3k 0.00% Added +60.5k +60,482
14 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 81,81681.8k $882.0k $882.0k 0.01% Reduced -37.5k -37,464
15 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 64,14564.1k $691.5k $691.5k 0.00% Added +8.6k +8,564
16 Shaker Financial Services, LLC 0.22% of their portfolio Arlington, VA 63,94463.9k $689.3k $689.3k 0.22% Reduced -60.4k -60,369
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 53,15153.2k $573.0k $573.0k 0.00% Added +1.4k +1,400
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 50,78550.8k $547.5k $547.5k 0.00% Reduced -520 -520
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 36,47436.5k $393.2k $393.2k 0.00% Reduced -2.1k -2,092
20 Diligent Investors, LLC 0.09% of their portfolio REDLANDS, CA 35,59735.6k $383.7k $383.7k 0.09% Reduced -3.7k -3,697
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 34,97235.0k $377.0k $377.0k 0.00% Added +7.1k +7,083
22 Post Resch Tallon Group Inc. 0.26% of their portfolio PITTSFORD, NY 34,60734.6k $373.1k $373.1k 0.26% Added +6.9k +6,924
23 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 33,46333.5k $360.7k $360.7k 0.00% Reduced -15.9k -15,874
24 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 29,90029.9k $322.3k $322.3k 0.00% Reduced -1.4k -1,400
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 27,57627.6k $297.3k $297.3k 0.00% Reduced -14.1k -14,071
26 Cornerstone Wealth Management, LLC 0.01% of their portfolio ST. PETERS, MO 25,71425.7k $277.2k $277.2k 0.01% Reduced -4.6k -4,597
27 MELFA WEALTH MANAGEMENT, INC. 0.15% of their portfolio WESTBOROUGH, MA 25,54225.5k $275.3k $275.3k 0.15% Reduced -103 -103
28 FSA Advisors, Inc. 0.12% of their portfolio TROY, MI 24,74624.7k $266.8k $266.8k 0.12% Reduced -4.4k -4,431
29 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,96415.0k $161.3k $161.3k 0.00% Added +197 +197
30 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 14,46314.5k $155.9k $155.9k 0.01% Added +293 +293
31 Resurgent Financial Advisors LLC 0.04% of their portfolio ATLANTA, GA 13,52013.5k $145.7k $145.7k 0.04% Added +1.4k +1,371
32 Van Diest Capital, LLC 0.12% of their portfolio POLY CITY, IA 12,05212.1k $129.9k $129.9k 0.12% New
33 WEDBUSH SECURITIES INC 0.00% of their portfolio PASADENA, CA 11,71511.7k $126.0k $126.0k 0.00% Unchanged
34 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 11,65011.7k $125.6k $125.6k 0.00% Added +1.0k +1,000
35 Dynamic Advisor Solutions LLC 0.00% of their portfolio PHOENIX, AZ 10,08110.1k $108.7k $108.7k 0.00% New
36 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 5,0005.0k $53.9k $53.9k 0.00% Added +1.4k +1,400
37 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,7524.8k $51.2k $51.2k 0.00% Added +97 +97
38 BARRETT & COMPANY, INC. 0.01% of their portfolio PROVIDENCE, RI 3,0003.0k $32.3k $32.3k 0.01% Unchanged
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,2822.3k $24.6k $24.6k 0.00% Reduced -205 -205
40 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 800800 $8.6k $8.6k 0.00% Added +563 +563
41 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 500500 $5.0k $5.0k 0.00% Unchanged