EDV vs CARY overlap
EDV and CARY overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (EDV: May 31, 2026, CARY: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: EDV, SEC Form N-PORT, May 31, 2026; CARY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EDV | CARY |
|---|---|---|
| Bank of America Corp. | $99.9M | $186.9M |
| Morgan Stanley | $57.6M | $169.5M |
| Wells Fargo & Company | $12.1M | $114.5M |
| UBS Group AG | $10.4M | $66.7M |
| LPL Financial LLC | $54.1M | $11.7M |
| EP Wealth Advisors, LLC | $24.1M | $18.7M |
| Raymond James Financial Inc. | $3.9M | $30.7M |
| Osaic Holdings, Inc. | $5.4M | $25.2M |
| Envestnet Asset Management Inc. | $3.4M | $23.0M |
| Baird Financial Group, Inc. | $6.0M | $11.5M |
| MML Investors Services, LLC | $14.3M | $403K |
| Stifel Financial Corp. | $1.4M | $12.4M |
| Flow Traders U.S. LLC | $10.3M | $1.1M |
| Independent Financial Group, LLC | $2.5M | $8.4M |
| Beacon Capital Management, Inc. | $97K | $7.6M |
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: EDV institutional holders, CARY institutional holders.
Frequently asked questions
How much do EDV and CARY overlap?
0.0% by weight, with 0 holdings in common, using holdings for EDV as of May 31, 2026 and CARY as of July 31, 2026.
Do institutions hold both EDV and CARY?
40 Form 13F filers report positions in both, out of 262 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%.