EBI vs CVLC overlap
EBI and CVLC overlap 46.1% by weight, across 554 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | EBI | CVLC | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 6.01% | 6.16% | 6.01% |
| Nvidia Corp.NVDA | 5.37% | 6.74% | 5.37% |
| Microsoft Corp.MSFT | 3.34% | 4.00% | 3.34% |
| Alphabet Inc.-aGOOGL | 2.75% | 5.63% | 2.75% |
| Broadcom Inc.AVGO | 2.24% | 2.62% | 2.24% |
| Micron TechMU | 3.72% | 2.02% | 2.02% |
| Amazon.COM Inc.AMZN | 2.00% | 3.46% | 2.00% |
| JPMorgan ChaseJPM | 0.85% | 1.41% | 0.85% |
| Caterpillar Inc.CAT | 0.63% | 0.88% | 0.63% |
| Merck & CoMRK | 0.72% | 0.58% | 0.58% |
| Wells Fargo & CoWFC | 0.38% | 0.50% | 0.38% |
| Western DigitalWDC | 0.50% | 0.37% | 0.37% |
| Cisco SystemsCSCO | 0.33% | 0.77% | 0.33% |
| Qualcomm Inc.QCOM | 0.48% | 0.32% | 0.32% |
| IBMIBM | 0.32% | 0.44% | 0.32% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: EBI, SEC Form N-PORT, May 31, 2026; CVLC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | EBI | CVLC |
|---|---|---|
| HighTower Advisors, LLC | $912K | $3.4M |
| Mariner, LLC | $627K | $911K |
| Morgan Stanley | $909K | $257K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: EBI institutional holders, CVLC institutional holders.
Frequently asked questions
How much do EBI and CVLC overlap?
46.1% by weight, with 554 holdings in common, using holdings for EBI as of May 31, 2026 and CVLC as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both EBI and CVLC?
3 Form 13F filers report positions in both, out of 104 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.