DADC
EVSD

D.A. Davidson & Co’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

D.A. Davidson & Co’s Portfolio EVSD Stock Details EVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.2M Buy
397,741
+35,594
+10% +$1.82M 0.11% 144
2026
Q1 		$18.4M Buy
362,147
+168,806
+87% +$8.68M 0.11% 144
2025
Q4 		$9.95M Buy
193,341
+94,956
+97% +$4.89M 0.06% 243
2025
Q3 		$5.06M Buy
98,385
+92,925
+1,702% +$4.77M 0.03% 371
2025
Q2 		$279K Buy
+5,460
New +$278K ﹤0.01% 1237

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

D.A. Davidson & Co's EVSD Position: Q2 2026 in Review

D.A. Davidson & Co increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 9.8% in Q2 2026, buying an estimated $1.82M and bringing the position to 397,741 shares worth $20.2M. The position accounts for 0.11% of the portfolio, ranked #144.

D.A. Davidson & Co first reported a position in EVSD in Q2 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • D.A. Davidson & Co held 397,741 shares of Eaton Vance Short Duration Income ETF worth $20.2M as of Q2 2026.
  • D.A. Davidson & Co bought 35,594 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $1.82M.
  • Eaton Vance Short Duration Income ETF made up 0.11% of D.A. Davidson & Co's portfolio in Q2 2026, its #144 holding.
  • D.A. Davidson & Co first reported a position in Eaton Vance Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.