XEVGX

Eaton Vance Short Dur Div In$11.20 0.27%
UnclassifiedUSCUSIP 27828V104· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
9
+2 QoQ
13F Value (tracked)
$4.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)3 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$11.20 0.27%5Y -18.8%
$10.16$11.14$12.12$13.09$14.07202120222023202420252026544343643337244272524553233243275264
Hover for who · click for detailEnd-of-day closing prices52w $11.11 – $11.46
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Use XEVGX data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns XEVGX

This stock page is the Follow view. The Build view lets your agent query XEVGX owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XEVGX"
Ask your agent
Use Arkolith to show who owns XEVGX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

9 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Advisors Asset Management, Inc.
$1.3M
119K
−0.5%
Reduced · −585 sh
Q1 2026
2Fiera Capital Corp
$1.2M
112K
−3.4%
Reduced · −4K sh
Q1 2026
3Equitable Holdings, Inc.
$607K
56K
+4.7%
Added · +3K sh
Q1 2026
4Calamos Advisors LLC
$527K
49K
New
+49K sh
Q1 2026
5NewEdge Advisors, LLC
$335K
31K
−29%
Reduced · −13K sh
Q1 2026
6Cornerstone Wealth Management, LLC
$324K
30K
−9.0%
Reduced · −3K sh
Q1 2026
7Sowell Financial Services LLC
$151K
14K
+2.1%
Added · +292 sh
Q1 2026
8MAI Capital Management
$5K
500
Held
Q1 2026
9Arax Advisory Partners
$4K
237
−41%
Reduced · −163 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
2
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

31 funds+9 since Q2 2022
01631Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $39.6M

Funds that own XEVGX also own

CompanyCo-held byCombined value
APPLE INCAAPL12 funds$6.4B
MICROSOFT CORPMSFT12 funds$6.0B
ALPHABET INC-CL AGOOGL12 funds$5.0B
AMAZON.COM INCAMZN12 funds$3.9B
BROADCOM INCAVGO12 funds$2.5B
TAIWAN SEMICONDUCTOR-SP ADRTSM12 funds$2.4B
JPMORGAN CHASE & COJPM12 funds$2.0B
META PLATFORMS INC-CLASS AMETA12 funds$1.9B
ALPHABET INC-CL CGOOG12 funds$1.8B
JOHNSON & JOHNSONJNJ12 funds$1.5B
VISA INC-CLASS A SHARESV12 funds$1.5B
MASTERCARD INC - AMA12 funds$1.4B

Ranked by how many of XEVGX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XEVGX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.