ELD vs BLES overlap
ELD and BLES 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: ELD, SEC Form N-PORT, May 31, 2026; BLES, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ELD | BLES |
|---|---|---|
| LPL Financial LLC | $3.9M | $12.0M |
| Jane Street Group, LLC | $6.4M | $293K |
| UBS Group AG | $578K | $5.8M |
| Wells Fargo & Company | $6.2M | $28 |
| Assetmark, Inc. | $549K | $5.6M |
| Creative Financial Designs Inc. | $7K | $5.0M |
| Royal Bank of Canada | $2.8M | $460K |
| Osaic Holdings, Inc. | $2.3M | $389K |
| Morgan Stanley | $2.4M | $104K |
| Raymond James Financial Inc. | $914K | $905K |
| JPMorgan Chase & Co | $85K | $986K |
| RFG Advisory, LLC | $285K | $367K |
| Harbour Investments, Inc. | $319K | $15K |
| AE Wealth Management LLC | $19K | $94K |
| Integrated Wealth Concepts LLC | $88K | $4K |
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: ELD institutional holders, BLES institutional holders.
Frequently asked questions
How much do ELD and BLES overlap?
0.0% by weight, with 0 holdings in common, using holdings for ELD as of May 31, 2026 and BLES as of May 31, 2026.
Do institutions hold both ELD and BLES?
17 Form 13F filers report positions in both, out of 123 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%.