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 Q1	$17.2M	Buy	+337,629	New	+$17.4M	0.03%	483

Other funds holding EVSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

TFG

Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $289M AUM

LWP

LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return

Rockefeller Capital Management's EVSD Position: Q1 2026 in Review

Rockefeller Capital Management opened a new position in Eaton Vance Short Duration Income ETF (EVSD) in Q1 2026: 337,629 shares worth $17.2M. The stake represents 0.03% of the portfolio and ranks #483 among its holdings.

78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

Rockefeller Capital Management held 337,629 shares of Eaton Vance Short Duration Income ETF worth $17.2M as of Q1 2026.
Eaton Vance Short Duration Income ETF was a new Rockefeller Capital Management position in Q1 2026.
Eaton Vance Short Duration Income ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q1 2026, its #483 holding.
78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.