Davenport & Co
EVSD icon

Davenport & Co’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Davenport & 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
Q3 		$573K Buy
11,503
+4,123
+56% +$209K ﹤0.01% 956
2026
Q2 		$375K Buy
7,380
+994
+16% +$50.7K ﹤0.01% 1111
2026
Q1 		$325K Buy
6,386
+275
+5% +$14.1K ﹤0.01% 1104
2025
Q4 		$314K Buy
6,111
+1,064
+21% +$54.8K ﹤0.01% 1070
2025
Q3 		$259K Buy
+5,047
New +$259K ﹤0.01% 1122

Other funds holding EVSD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Platform Technology Partners
Platform Technology Partners New York $632M AUM 18.8% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Nemes Rush Group
Nemes Rush Group Novi, Michigan $1.22B AUM 25.31% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Davenport & Co's EVSD Position: Q3 2026 in Review

Davenport & Co increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 56% in Q3 2026, buying an estimated $209K and bringing the position to 11,503 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Davenport & Co first reported a position in EVSD in Q3 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold EVSD as of Q3 2026.

  • Davenport & Co held 11,503 shares of Eaton Vance Short Duration Income ETF worth $573K as of Q3 2026.
  • Davenport & Co bought 4,123 Eaton Vance Short Duration Income ETF shares in Q3 2026, an estimated $209K.
  • Eaton Vance Short Duration Income ETF made up ﹤0.01% of Davenport & Co's portfolio in Q3 2026, its #956 holding.
  • Davenport & Co first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q3 2026.

Based on Davenport & Co's 13F filing for Q3 2026, filed 14 Oct 2026.