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Eaton Vance Short DUR DIV in (XEVGX)

CUSIP: 27828V104 | US | 233 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ASIT Investment Associates Inc784,2385.8%New 5%+ stakeSep 29, 2026764,074 sh (Jun 30, 2026)
13G/AAmeriprise Financial, Inc.1,827,59113.6%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ASIT Investment Associates Inc784,238
5.8% of class · Sep 29, 2026New 5%+ stake
764,074 sh (Jun 30, 2026)
13G/AAmeriprise Financial, Inc.1,827,591
13.6% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.61,439
0.0% of portfolio›$609
Chicago Partners Investment Group LLC59,637
0.0% of portfolio›$620.2K
Post Resch Tallon Group Inc.37,163
0.3% of portfolio›$368.7K
Commonwealth Equity Services, LLC37,144
0.0% of portfolio›$368.5K
Diligent Investors, LLC35,842
0.1% of portfolio›$355.6K
Calamos Advisors LLC35,695
0.0% of portfolio›$354.1K
Cornerstone Wealth Management, LLC19,670
0.0% of portfolio›$195.1K
Sowell Financial Services LLC14,772
0.0% of portfolio›$146.5K
Wedbush Securities Inc11,715
0.0% of portfolio›$116
Dynamic Advisor Solutions LLC10,362
0.0% of portfolio›$102.8K
Barrett & Company, Inc.3,000
0.0% of portfolio›$29.8K
CoreCap Advisors, LLC2,200
0.0% of portfolio›$21.8K
Hazlett, Burt & Watson, Inc.500
0.0% of portfolio›$5
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
61,439$6090.0%ETFLowFairfield, IA2026-11-02
Chicago Partners Investment Group LLC
59,637$620.2K0.0%GARPLowChicago, IL2026-10-27
Post Resch Tallon Group Inc.
37,163$368.7K0.3%ETFLowPittsford, NY2026-10-09
Commonwealth Equity Services, LLC
37,144$368.5K0.0%ETFLowWaltham, MA2026-11-02
Diligent Investors, LLC
35,842$355.6K0.1%CoreLowRedlands, CA2026-10-21
Calamos Advisors LLC
35,695$354.1K0.0%GrowthMediumNaperville, IL2026-11-02
Cornerstone Wealth Management, LLC
19,670$195.1K0.0%ETFVery LowSt. Peters, MO2026-11-04
Sowell Financial Services LLC
14,772$146.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Wedbush Securities Inc
11,715$1160.0%CoreLowPasadena, CA2026-10-22
Dynamic Advisor Solutions LLC
10,362$102.8K0.0%ETFLowPhoenix, AZ2026-10-13
Barrett & Company, Inc.
3,000$29.8K0.0%ETFLowProvidence, RI2026-10-22
CoreCap Advisors, LLC
2,200$21.8K0.0%ETFMediumSouthfield, MI2026-10-08
Hazlett, Burt & Watson, Inc.
500$50.0%CoreVery LowWheeling, WV2026-11-04