Vault-13

EATON VANCE SHORT DURATION D XEVGX

COM · Closed-End Fund · CUSIP 27828V104

43 institutional holders +0 vs Q1 2025
4,690,8724.7m shares reported held*
$51.7mreported value*
3 new 19 added 12 reduced 4 sold out net bought ≈ $2.3m (+204.0k 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 ≈ $11.02.

Trends to Q2 2025

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: 4343Q3 22Q2 23Q1 24Q4 24Q2 25
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

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 20 bought or addedQ3 23: 21 cut or sold outQ4 23: 15 bought or addedQ4 23: 23 cut or sold outQ4 23Q1 24: 22 bought or addedQ1 24: 22 cut or sold outQ2 24: 16 bought or addedQ2 24: 21 cut or sold outQ2 24Q3 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 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232021
Q4 20231523
Q1 20242222
Q2 20241621
Q3 20242117
Q4 20242020
Q1 20252118
Q2 20252216

Biggest buyers

SIT INVESTMENT ASSOCIATES INC Added +125,788+125.8k
GUGGENHEIM CAPITAL LLC Added +68,924+68.9k
AMERIPRISE FINANCIAL INC Added +59,355+59.4k
Shaker Financial Services, LLC Added +55,795+55.8k
ROYAL BANK OF CANADA Added +51,271+51.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +31,340+31.3k
UBS Group AG Added +28,220+28.2k
OSAIC HOLDINGS, INC. Added +22,105+22.1k
RAYMOND JAMES FINANCIAL INC New +16,043+16.0k
NewEdge Advisors, LLC Added +11,800+11.8k

Biggest sellers

LPL Financial LLC Reduced -210,281-210.3k
MORGAN STANLEY Reduced -35,591-35.6k
Atria Wealth Solutions, Inc. Sold out -15,275-15.3k
Moors & Cabot, Inc. Sold out -13,500-13.5k
EP Wealth Advisors, LLC Sold out -10,380-10.4k
Diligent Investors, LLC Reduced -8,645-8.6k
STIFEL FINANCIAL CORP Reduced -4,939-4.9k
WELLS FARGO & COMPANY/MN Reduced -4,173-4.2k
BANK OF AMERICA CORP /DE/ Reduced -4,035-4.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -3,585-3.6k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 1,466,1961.5m $16.1m $16.1m 0.00% Added +59.4k +59,355
2 SIT INVESTMENT ASSOCIATES INC 0.24% of their portfolio Minneapolis, MN 1,027,6401.0m $11.3m $11.3m 0.24% Added +125.8k +125,788
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 321,121321.1k $3.5m $3.5m 0.00% Reduced -35.6k -35,591
4 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 156,778156.8k $1.7m $1.7m 0.01% Added +68.9k +68,924
5 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 155,117155.1k $1.7m $1.7m 0.00% Reduced -3.2k -3,223
6 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 125,049125.0k $1.4m $1.4m 0.00% Added +4.9k +4,860
7 Advisors Asset Management, Inc. 0.02% of their portfolio Monument, CO 121,251121.3k $1.3m $1.3m 0.02% Reduced -239 -239
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 108,270108.3k $1.2m $1.2m 0.00% Added +51.3k +51,271
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 99,70099.7k $1.1m $1.1m 0.00% Added +22.1k +22,105
10 Shaker Financial Services, LLC 0.37% of their portfolio Arlington, VA 91,71691.7k $1.0m $1.0m 0.37% Added +55.8k +55,795
11 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 90,11590.1k $994.0k $994.0k 0.01% Added +6.8k +6,771
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 78,19678.2k $862.5k $862.5k 0.00% Reduced -210.3k -210,281
13 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 68,41268.4k $754.6k $754.6k 0.00% Added +5.8k +5,797
14 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 67,54167.5k $745.0k $745.0k 0.00% Unchanged
15 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 67,51967.5k $745.0k $745.0k 0.00% Added +9.0k +8,972
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 50,60650.6k $558.0k $558.0k 0.00% Reduced -3.6k -3,585
17 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 49,85349.9k $549.9k $549.9k 0.03% Reduced -2.1k -2,127
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 48,99149.0k $540.4k $540.4k 0.00% Reduced -4.0k -4,035
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 47,72747.7k $526.4k $526.4k 0.00% Reduced -4.2k -4,173
20 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 45,00045.0k $496.4k $496.4k 0.00% Added +11.8k +11,800
21 FSA Advisors, Inc. 0.39% of their portfolio TROY, MI 43,09343.1k $475.3k $475.3k 0.39% Added +5.2k +5,188
22 Diligent Investors, LLC 0.10% of their portfolio REDLANDS, CA 38,69738.7k $426.8k $426.8k 0.10% Reduced -8.6k -8,645
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 35,16035.2k $387.8k $387.8k 0.00% Added +28.2k +28,220
24 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 34,66434.7k $382.3k $382.3k 0.00% Added +4.1k +4,065
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 31,34031.3k $345.7k $345.7k 0.00% New
26 Post Resch Tallon Group Inc. 0.30% of their portfolio PITTSFORD, NY 28,05728.1k $309.5k $309.5k 0.30% Added +4.4k +4,386
27 MELFA WEALTH MANAGEMENT, INC. 0.18% of their portfolio WESTBOROUGH, MA 25,95326.0k $286.3k $286.3k 0.18% Unchanged
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 25,32425.3k $279.3k $279.3k 0.00% Added +4.9k +4,942
29 ELCO Management Co., LLC 0.13% of their portfolio New York, NY 23,07523.1k $254.5k $254.5k 0.13% Unchanged
30 Bey-Douglas LLC 0.14% of their portfolio Marietta, GA 21,63521.6k $238.6k $238.6k 0.14% Added +6.6k +6,622
31 Capital Market Strategies LLC 0.16% of their portfolio PALM BEACH GARDENS, FL 21,26021.3k $234.5k $234.5k 0.16% Reduced -500 -500
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 16,22816.2k $179.0k $179.0k 0.00% Reduced -4.9k -4,939
33 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 16,04316.0k $177.0k $177.0k 0.00% New
34 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 13,33213.3k $147.1k $147.1k 0.01% Added +266 +266
35 WEDBUSH SECURITIES INC 0.00% of their portfolio PASADENA, CA 11,71511.7k $129.0k $129.0k 0.00% Unchanged
36 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 10,01910.0k $110.5k $110.5k 0.00% Reduced -580 -580
37 BARRETT & COMPANY, INC. 0.01% of their portfolio PROVIDENCE, RI 3,0003.0k $33.1k $33.1k 0.01% Unchanged
38 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2,2002.2k $24.3k $24.3k 0.00% Unchanged
39 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 1,4901.5k $16.4k $16.4k 0.00% New
40 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 750750 $8.2k $8.2k 0.00% First filing
41 Tortoise Investment Management, LLC 0.00% of their portfolio WHITE PLAINS, NY 539539 $5.9k $5.9k 0.00% Added +11 +11
42 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 500500 $6.0k $6.0k 0.00% Unchanged
43 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged