XEVGX institutional holders

EATON VANCE SHORT DURATION D · 13F, 2026Q2

Managers holding41
Shares held5,154,606
Reported value$55.6m
Quarter flows2 new, 20 added, 16 trimmed, 5 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
AMERIPRISE FINANCIAL INC1,827,591$19.8m0.0%
SIT INVESTMENT ASSOCIATES INC764,074$8.2m0.2%
GUGGENHEIM CAPITAL LLC347,294$3.7m0.0%
MORGAN STANLEY328,108$3.5m0.0%
Invesco Ltd.228,760$2.5m0.0%
OSAIC HOLDINGS, INC.173,144$1.9m0.0%
FIRST TRUST ADVISORS LP130,014$1.4m0.0%
Cambridge Investment Research Advisors, Inc.122,562$1.3m0.0%
AE Wealth Management LLC120,530$1.3m0.0%
Fiera Capital Corp115,563$1.2m0.0%
Cetera Investment Advisers99,269$1.1m0.0%
LPL Financial LLC85,766$924,5600.0%
RAYMOND JAMES FINANCIAL INC84,720$913,2830.0%
Advisors Asset Management, Inc.81,816$881,9760.0%
Equitable Holdings, Inc.64,145$691,4870.0%
Shaker Financial Services, LLC63,944$689,3170.2%
ROYAL BANK OF CANADA53,151$573,0000.0%
WELLS FARGO & COMPANY/MN50,785$547,4670.0%
COMMONWEALTH EQUITY SERVICES, LLC36,474$393,1900.0%
Diligent Investors, LLC35,597$383,7400.1%
ENVESTNET ASSET MANAGEMENT INC34,972$376,9950.0%
Post Resch Tallon Group Inc.34,607$373,0650.3%
Calamos Advisors LLC33,463$360,7310.0%
NewEdge Advisors, LLC29,900$322,3220.0%
BANK OF AMERICA CORP /DE/27,576$297,2650.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XEVGX"). XEVGX price history · All 13F data

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