EATON VANCE SHORT DUR DIV IN (XEVGX) Institutional Shareholders
EATON VANCE SHORT DUR DIV IN (XEVGX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $42.49M in XEVGX holdings during the latest filing period.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of XEVGX tracked by InsiderSet, reporting ownership valued at approximately $17.77M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed XEVGX value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Guggenheim Capital Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in EATON VANCE SHORT DUR DIV IN (XEVGX).
This page ranks the largest institutional XEVGX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
44
Total Reported Value
$42.49M
Largest Holder
Ameriprise Financial Inc
Largest Position
$17.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.00% | 1,662,358 | $17,772,895 | — | — | — | |
| Guggenheim Capital Llc | 0.03% | 358,420 | $3,831,510 | — | — | — | |
| Morgan Stanley | 0.00% | 356,187 | $3,807,647 | — | — | — | |
| Invesco Ltd. | 0.00% | 194,017 | $2,074,041 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 146,884 | $1,570,199 | — | — | — | |
| First Trust Advisors Lp | 0.00% | 130,014 | $1,401,545 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 122,950 | $1,314,339 | — | — | — | |
| Advisors Asset Management, Inc. | 0.02% | 119,280 | $1,275,103 | — | — | — | |
| Fiera Capital Corp | 0.00% | 115,563 | $1,245,769 | — | — | — | |
| Lpl Financial Llc | 0.00% | 85,766 | $924,560 | — | — | — | |
| Shaker Financial Services, Llc | 0.22% | 63,944 | $689,317 | — | — | — | |
| Equitable Holdings, Inc. | 0.00% | 55,581 | $606,945 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 51,751 | $553,000 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 51,305 | $548,451 | — | — | — | |
| Bank Of America Corp | 0.00% | 41,647 | $445,207 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 36,474 | $393,190 | — | — | — | |
| Diligent Investors, Llc | 0.09% | 35,597 | $383,740 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 34,972 | $376,995 | — | — | — | |
| Post Resch Tallon Group Inc. | 0.26% | 34,607 | $373,065 | — | — | — | |
| Calamos Advisors Llc | 0.00% | 33,463 | $360,731 | — | — | — | |
| Fsa Advisors, Inc. | 0.21% | 29,177 | $311,902 | — | — | — | |
| Cornerstone Wealth Management, Llc | 0.01% | 25,714 | $277,201 | — | — | — | |
| Melfa Wealth Management, Inc. | 0.15% | 25,542 | $275,343 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 24,238 | $259,107 | — | — | — | |
| Bey-Douglas Llc | 0.20% | 21,306 | $227,761 | — | — | — | |
| Stifel Financial Corp | 0.00% | 14,767 | $157,859 | — | — | — | |
| Sowell Financial Services Llc | 0.01% | 14,463 | $155,916 | — | — | — | |
| Susquehanna International Group, Llp | 0.00% | 14,322 | $153,102 | — | — | — | |
| Van Diest Capital, Llc | 0.12% | 12,052 | $129,918 | — | — | — | |
| Resurgent Financial Advisors Llc | 0.05% | 12,149 | $129,873 | — | — | — | |
| Baird Financial Group, Inc. | 0.00% | 10,650 | $113,849 | — | — | — | |
| Dynamic Advisor Solutions Llc | 0.00% | 10,081 | $108,669 | — | — | — | |
| Corecap Advisors, Llc | 0.00% | 5,000 | $53,900 | — | — | — | |
| Harbour Investments, Inc. | 0.00% | 4,655 | $49,767 | — | — | — | |
| Barrett & Company, Inc. | 0.01% | 3,000 | $32,340 | — | — | — | |
| Newedge Advisors, Llc | 0.00% | 31,300 | $31,300 | — | — | — | |
| Ubs Group Ag | 0.00% | 2,487 | $26,585 | — | — | — | |
| Advisory Services Network, Llc | 0.00% | 1,825 | $19,509 | — | — | — | |
| Arax Advisory Partners | 0.00% | 800 | $8,624 | — | — | — | |
| Sit Investment Associates Inc | 0.17% | 762,365 | $8,150 | — | — | — | |
| Mai Capital Management | 0.00% | 500 | $5,345 | — | — | — | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 61,281 | $661 | — | — | — | |
| Wedbush Securities Inc | 0.00% | 11,715 | $126 | — | — | — | |
| Hazlett, Burt & Watson, Inc. | 0.00% | 500 | $5 | — | — | — |
Frequently asked questions about XEVGX
Who owns the most XEVGX stock?
The largest holders of XEVGX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE SHORT DUR DIV IN (XEVGX).
Is XEVGX widely held by superinvestors?
Many widely followed stocks like XEVGX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XEVGX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.