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Eaton Vance Short DUR DIV in (XEVGX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fiera Capital Corp
UNCHANGED
Shares115,563 from 115,563
Change0 (0%)
Value$1.1M (-$99.4K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares77,867 from 85,766
Change-7,899 (-9%)
Value$772.4K (-$152.1K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares61,439 from 61,281
Change+158 (+0%)
Value$609 (-$660.4K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
NEW
Shares59,637
Change+59,637
Value$620.2K
Filed 2026-10-27
Post Resch Tallon Group Inc.
INCREASED
Shares37,163 from 34,607
Change+2,556 (+7%)
Value$368.7K (-$4.4K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
INCREASED
Shares37,144 from 36,474
Change+670 (+2%)
Value$368.5K (-$24.7K)
Filed 2026-11-02
Diligent Investors, LLC
INCREASED
Shares35,842 from 35,597
Change+245 (+1%)
Value$355.6K (-$28.2K)
Filed 2026-10-21
Calamos Advisors LLC
INCREASED
Shares35,695 from 33,463
Change+2,232 (+7%)
Value$354.1K (-$6.6K)
Filed 2026-11-02
Melfa Wealth Management, Inc.
UNCHANGED
Shares25,542 from 25,542
Change0 (0%)
Value$253.4K (-$22.0K)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
DECREASED
Shares19,670 from 25,714
Change-6,044 (-23%)
Value$195.1K (-$82.1K)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares14,772 from 14,463
Change+309 (+2%)
Value$146.5K (-$9.4K)
Filed 2026-10-23
Wedbush Securities Inc
UNCHANGED
Shares11,715 from 11,715
Change0 (0%)
Value$116 (-$125.9K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
INCREASED
Shares10,362 from 10,081
Change+281 (+3%)
Value$102.8K (-$5.9K)
Filed 2026-10-13
Barrett & Company, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$29.8K (-$2.6K)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares2,200 from 5,000
Change-2,800 (-56%)
Value$21.8K (-$32.1K)
Filed 2026-10-08
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$5 ($0)
Filed 2026-11-04
Shaker Financial Services, LLC
CLOSED
Shares0 from 63,944
Change-63,944 (-100%)
Value$0 (-$689.3K)
Filed 2026-10-14
Ameriprise Financial Inc
N/A
Shares— from 1,827,591
Change-1,827,591 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 764,074
Change-764,074 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 347,294
Change-347,294 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 328,108
Change-328,108 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 228,760
Change-228,760 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 173,144
Change-173,144 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 130,014
Change-130,014 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 120,530
Change-120,530 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 99,269
Change-99,269 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 84,720
Change-84,720 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 81,816
Change-81,816 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 64,145
Change-64,145 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 53,151
Change-53,151 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 50,785
Change-50,785 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 34,972
Change-34,972 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 29,900
Change-29,900 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 27,576
Change-27,576 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 24,746
Change-24,746 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 14,964
Change-14,964 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 13,520
Change-13,520 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 12,052
Change-12,052 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,650
Change-11,650 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 800
Change-800 (-100%)
Value—
Status
Fiera Capital Corp
UNCHANGED115,563115,56300%$1.2M$1.1M-$99.4K2026-11-06
LPL Financial LLC
DECREASED77,86785,766-7,899-9%$924.6K$772.4K-$152.1K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED61,43961,281+158+0%$661.0K$609-$660.4K2026-11-02
Chicago Partners Investment Group LLC
NEW59,637—+59,637——$620.2K—2026-10-27
Post Resch Tallon Group Inc.
INCREASED37,16334,607+2,556+7%$373.1K$368.7K-$4.4K2026-10-09
Commonwealth Equity Services, LLC
INCREASED37,14436,474+670+2%$393.2K$368.5K-$24.7K2026-11-02
Diligent Investors, LLC
INCREASED35,84235,597+245+1%$383.7K$355.6K-$28.2K2026-10-21
Calamos Advisors LLC
INCREASED35,69533,463+2,232+7%$360.7K$354.1K-$6.6K2026-11-02
Melfa Wealth Management, Inc.
UNCHANGED25,54225,54200%$275.3K$253.4K-$22.0K2026-11-06
Cornerstone Wealth Management, LLC
DECREASED19,67025,714-6,044-23%$277.2K$195.1K-$82.1K2026-11-04
Sowell Financial Services LLC
INCREASED14,77214,463+309+2%$155.9K$146.5K-$9.4K2026-10-23
Wedbush Securities Inc
UNCHANGED11,71511,71500%$126.0K$116-$125.9K2026-10-22
Dynamic Advisor Solutions LLC
INCREASED10,36210,081+281+3%$108.7K$102.8K-$5.9K2026-10-13
Barrett & Company, Inc.
UNCHANGED3,0003,00000%$32.3K$29.8K-$2.6K2026-10-22
CoreCap Advisors, LLC
DECREASED2,2005,000-2,800-56%$53.9K$21.8K-$32.1K2026-10-08
Hazlett, Burt & Watson, Inc.
UNCHANGED50050000%$5$5$02026-11-04
Shaker Financial Services, LLC
CLOSED063,944-63,944-100%$689.3K$0-$689.3K2026-10-14
Ameriprise Financial Inc
N/A—1,827,591-1,827,591-100%$19.8M———
SIT Investment Associates Inc
N/A—764,074-764,074-100%$8.2M———
Guggenheim Capital LLC
N/A—347,294-347,294-100%$3.7M———
Morgan Stanley
N/A—328,108-328,108-100%$3.5M———
Invesco Ltd.
N/A—228,760-228,760-100%$2.5M———
Osaic Holdings, Inc.
N/A—173,144-173,144-100%$1.9M———
First Trust Advisors LP
N/A—130,014-130,014-100%$1.4M———
AE Wealth Management LLC
N/A—120,530-120,530-100%$1.3M———
Cetera Investment Advisers
N/A—99,269-99,269-100%$1.1M———
Raymond James Financial Inc
N/A—84,720-84,720-100%$913.3K———
Advisors Asset Management, Inc.
N/A—81,816-81,816-100%$882.0K———
Equitable Holdings, Inc.
N/A—64,145-64,145-100%$691.5K———
Royal Bank of Canada
N/A—53,151-53,151-100%$573.0K———
Wells Fargo & Company
N/A—50,785-50,785-100%$547.5K———
Envestnet Asset Management Inc
N/A—34,972-34,972-100%$377.0K———
NewEdge Advisors, LLC
N/A—29,900-29,900-100%$322.3K———
Bank of America Corp
N/A—27,576-27,576-100%$297.3K———
FSA Advisors, Inc.
N/A—24,746-24,746-100%$266.8K———
Stifel Financial Corp
N/A—14,964-14,964-100%$161.3K———
Resurgent Financial Advisors LLC
N/A—13,520-13,520-100%$145.7K———
Van Diest Capital, LLC
N/A—12,052-12,052-100%$129.9K———
Baird Financial Group, Inc.
N/A—11,650-11,650-100%$125.6K———
Harbour Investments, Inc.
N/A—4,752-4,752-100%$51.2K———
UBS Group AG
N/A—2,282-2,282-100%$24.6K———
Arax Advisory Partners
N/A—800-800-100%$8.6K———
Showing 42 of 42 institutions