EDIV vs BKIE overlap
EDIV and BKIE overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: EDIV, SEC Form N-PORT, June 30, 2026; BKIE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EDIV | BKIE |
|---|---|---|
| LPL Financial LLC | $87.9M | $31.3M |
| Integrated Wealth Concepts LLC | $409K | $97.9M |
| Bank of America Corp. | $81.7M | $7.2M |
| Morgan Stanley | $58.9M | $3.9M |
| Wells Fargo & Company | $54.2M | $3.7M |
| Creative Financial Designs Inc. | $2.6M | $50.6M |
| Northwestern Mutual Wealth Management Co | $21.7M | $11.7M |
| Raymond James Financial Inc. | $16.8M | $10.4M |
| Jane Street Group, LLC | $11.1M | $12.4M |
| Cetera Investment Advisers | $16.1M | $4.7M |
| Ameriprise Financial Inc. | $20.1M | $392K |
| Envestnet Asset Management Inc. | $12.8M | $6.4M |
| Royal Bank of Canada | $18.0M | $481K |
| Cambridge Investment Research Advisors, Inc. | $14.7M | $1.0M |
| MML Investors Services, LLC | $10.5M | $5.0M |
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: EDIV institutional holders, BKIE institutional holders.
Frequently asked questions
How much do EDIV and BKIE overlap?
0.0% by weight, with 0 holdings in common, using holdings for EDIV as of June 30, 2026 and BKIE as of July 31, 2026.
Do institutions hold both EDIV and BKIE?
38 Form 13F filers report positions in both, out of 254 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%.