Rockefeller Capital Management
EVSD

Rockefeller Capital Management’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Rockefeller Capital Management’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 		$27.4M Buy
538,671
+201,042
+60% +$10.3M 0.04% 381
2026
Q1 		$17.2M Buy
+337,629
New +$17.4M 0.03% 483

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

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

Rockefeller Capital Management increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 60% in Q2 2026, buying an estimated $10.3M and bringing the position to 538,671 shares worth $27.4M. The position accounts for 0.04% of the portfolio, ranked #381.

Rockefeller Capital Management first reported a position in EVSD in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Rockefeller Capital Management held 538,671 shares of Eaton Vance Short Duration Income ETF worth $27.4M as of Q2 2026.
  • Rockefeller Capital Management bought 201,042 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $10.3M.
  • Eaton Vance Short Duration Income ETF made up 0.04% of Rockefeller Capital Management's portfolio in Q2 2026, its #381 holding.
  • Rockefeller Capital Management first reported a position in Eaton Vance Short Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

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