EMLC vs CWB overlap
EMLC and CWB 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: EMLC, SEC Form N-PORT, June 30, 2026; CWB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | EMLC | CWB |
|---|---|---|
| UBS Group AG | $339.4M | $52.8M |
| Bank of America Corp. | $82.4M | $279.0M |
| Envestnet Asset Management Inc. | $108.8M | $216.2M |
| Morgan Stanley | $82.2M | $161.4M |
| LPL Financial LLC | $47.8M | $175.6M |
| Wells Fargo & Company | $49.4M | $164.3M |
| Cetera Investment Advisers | $17.6M | $137.4M |
| Northwestern Mutual Wealth Management Co | $1.1M | $132.8M |
| Bessemer Group Inc. | $177K | $131.1M |
| Ameriprise Financial Inc. | $18.0M | $87.7M |
| Assetmark, Inc. | $24.7M | $80.1M |
| Bank of Montreal | $45.3M | $45.6M |
| BlackRock, Inc. | $88.5M | $231 |
| Deutsche Bank AG\ | $14.5M | $73.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $82.1M | $45K |
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: EMLC institutional holders, CWB institutional holders.
Frequently asked questions
How much do EMLC and CWB overlap?
0.0% by weight, with 0 holdings in common, using holdings for EMLC as of June 30, 2026 and CWB as of June 30, 2026.
Do institutions hold both EMLC and CWB?
168 Form 13F filers report positions in both, out of 765 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%.