Rockefeller Capital Management’s Eaton Vance Floating-Rate ETF EVLN Stock Holding History

Rockefeller Capital Management’s Portfolio EVLN Stock Details EVLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.66M	Buy	+34,221	New	+$1.67M	﹤0.01%	1469

Other funds holding EVLN

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

EIA

Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

Rockefeller Capital Management's EVLN Position: Q2 2026 in Review

Rockefeller Capital Management opened a new position in Eaton Vance Floating-Rate ETF (EVLN) in Q2 2026: 34,221 shares worth $1.66M. The stake represents ﹤0.01% of the portfolio and ranks #1469 among its holdings.

51 funds tracked by Wall St. Rank hold EVLN as of Q2 2026.

Rockefeller Capital Management held 34,221 shares of Eaton Vance Floating-Rate ETF worth $1.66M as of Q2 2026.
Eaton Vance Floating-Rate ETF was a new Rockefeller Capital Management position in Q2 2026.
Eaton Vance Floating-Rate ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1469 holding.
51 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.