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Ameriprise reports 1.66M Eaton Vance shares (EVG) in Schedule 13G/A

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Ameriprise Financial, Inc. and Ameriprise Financial Services, LLC filed Amendment No. 4 to a Schedule 13G/A reporting beneficial ownership of 1,662,358 shares of Eaton Vance Short Duration Diversified Income Fund (CUSIP 27828V104), representing 12.4% of the class as of 03/31/2026. The filing notes that AFI and AFS disclaim beneficial ownership and that AFI's reported total includes shares reported by AFS. The filing incorporates cover-page rows (5)-(9) and (11) for ownership detail and attaches exhibits identifying the subsidiary involved and the joint filing agreement.

Positive

  • None.

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  • None.

Insights

Large passive stake disclosed by Ameriprise entities in EVG.

The filing shows 1,662,358 shares and a 12.4% stake in Eaton Vance Short Duration Diversified Income Fund as of 03/31/2026. The amounts are reported as shared dispositive power by Ameriprise Financial Services, LLC and included in Ameriprise Financial, Inc.'s total on the cover page.

Ownership is presented under Schedule 13G/A mechanics with a parent/subsidiary disclosure and a joint filing agreement; the filing explicitly disclaims beneficial ownership by the reporting persons. Subsequent filings would show any change in position.

Shared dispositive power 1,662,358 shares reported on cover page rows for AFI/AFS as of 03/31/2026
Percent of class 12.4% percent of Eaton Vance Short Duration Diversified Income Fund as of 03/31/2026
CUSIP 27828V104 Eaton Vance Short Duration Diversified Income Fund Common Stock
Schedule 13G/A regulatory
"Amendment No. 4 to a Schedule 13G/A reporting ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Shared Dispositive Power financial
"Shared Dispositive Power 1,662,358.00 on the cover page"
Cover-page rows (5)-(9) and (11) regulatory
"information required by Item 4(b) is set forth in Rows (5)-(9) and (11) of the cover page"
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FAQ

What stake does Ameriprise report in EVG?

Ameriprise reports 1,662,358 shares, equal to 12.4% of Eaton Vance Short Duration Diversified Income Fund as of 03/31/2026. The amount is shown as shared dispositive power in the Schedule 13G/A cover-page rows referenced in the filing.

Which Ameriprise entities filed the Schedule 13G/A for EVG?

Ameriprise Financial, Inc. and Ameriprise Financial Services, LLC are the reporting persons. The filing states AFI is the parent of AFS and incorporates cover-page ownership rows and exhibits identifying the subsidiary and a joint filing agreement.

Does Ameriprise claim beneficial ownership of the EVG shares?

No. Both reporting persons explicitly disclaim beneficial ownership of the reported shares, while noting AFI's reported total includes the shares separately reported by AFS on the cover page of the Schedule 13G/A.

What documents are attached to the amendment filing?

The amendment includes an Exhibit I identifying and classifying the subsidiary that acquired the security and an Exhibit II joint filing agreement. The cover page rows (5)-(9) and (11) are incorporated by reference for ownership detail.





27828V104

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Ameriprise Financial, Inc.
Signature:/s/ Michael G. Clarke
Name/Title:Michael G. Clarke, Senior Vice President, North America Head of Operations & Investor Services
Date:05/15/2026
Ameriprise Financial Services, LLC
Signature:/s/ Brett Flansburg
Name/Title:Brett Flansburg, Vice President Compliance
Date:05/15/2026

Comments accompanying signature: Contact Information Charles Chiesa VP Fund Treasurer Global Operations and Investor Services Telephone: 617-385-9593
Exhibit Information

Exhibit Index Exhibit I Identification and Classification of the Subsidiary which Acquired the Security Being Reported on by the Parent Holding Company. Exhibit II Joint Filing Agreement