EFIV vs EES overlap
EFIV and EES 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: EFIV, SEC Form N-PORT, June 30, 2026; EES, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | EFIV | EES |
|---|---|---|
| LPL Financial LLC | $25.3M | $40.4M |
| Morgan Stanley | $232K | $50.4M |
| UBS Group AG | $174K | $47.8M |
| Bank of America Corp. | $2.5M | $33.4M |
| Ameriprise Financial Inc. | $234K | $30.2M |
| Cetera Investment Advisers | $1.1M | $23.5M |
| Allworth Financial LP | $16.4M | $83K |
| Raymond James Financial Inc. | $3.9M | $10.0M |
| Wells Fargo & Company | $2.9M | $9.8M |
| Integrated Wealth Concepts LLC | $12.3M | $324K |
| Private Advisor Group, LLC | $7.2M | $3.3M |
| Royal Bank of Canada | $13K | $9.0M |
| Mariner, LLC | $522K | $7.3M |
| Envestnet Asset Management Inc. | $1.7M | $5.2M |
| Osaic Holdings, Inc. | $1.6M | $4.4M |
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: EFIV institutional holders, EES institutional holders.
Frequently asked questions
How much do EFIV and EES overlap?
0.0% by weight, with 0 holdings in common, using holdings for EFIV as of June 30, 2026 and EES as of June 30, 2026.
Do institutions hold both EFIV and EES?
38 Form 13F filers report positions in both, out of 272 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%.