EPP vs DFEV overlap
EPP and DFEV overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (EPP: May 31, 2026, DFEV: 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: EPP, SEC Form N-PORT, May 31, 2026; DFEV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EPP | DFEV |
|---|---|---|
| JPMorgan Chase & Co | $394.6M | $2.5M |
| Royal Bank of Canada | $244.2M | $15.8M |
| Bank of America Corp. | $193.1M | $14.8M |
| Jones Financial Companies LLLP | $48K | $120.6M |
| Asset Dedication, LLC | $7K | $105.4M |
| Morgan Stanley | $76.8M | $369K |
| Raymond James Financial Inc. | $3.8M | $43.7M |
| Savant Capital, LLC | $213K | $43.9M |
| HighTower Advisors, LLC | $468K | $41.7M |
| Beacon Pointe Advisors, LLC | $294K | $32.1M |
| UBS Group AG | $29.7M | $879K |
| FMR LLC | $453K | $29.9M |
| Janney Montgomery Scott LLC | $430K | $25.2M |
| Northwestern Mutual Wealth Management Co | $185K | $13.3M |
| Jane Street Group, LLC | $492K | $11.7M |
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: EPP institutional holders, DFEV institutional holders.
Frequently asked questions
How much do EPP and DFEV overlap?
0.0% by weight, with 0 holdings in common, using holdings for EPP as of May 31, 2026 and DFEV as of July 31, 2026.
Do institutions hold both EPP and DFEV?
71 Form 13F filers report positions in both, out of 416 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%.