EQWL vs BKDV overlap
EQWL and BKDV overlap 29.7% by weight, across 33 shared holdings.
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Top shared holdings
| Holding | EQWL | BKDV | Overlap |
|---|---|---|---|
| RTX Corp.RTX | 1.18% | 1.75% | 1.18% |
| Thermo FisherTMO | 1.16% | 2.08% | 1.16% |
| Capital One FINACOF | 1.14% | 1.28% | 1.14% |
| Microsoft Corp.MSFT | 1.13% | 4.64% | 1.13% |
| JPMorgan ChaseJPM | 1.11% | 4.05% | 1.11% |
| Amazon.COM Inc.AMZN | 1.11% | 6.31% | 1.11% |
| Abbvie Inc.ABBV | 1.08% | 1.15% | 1.08% |
| Johnson&JohnsonJNJ | 1.04% | 2.76% | 1.04% |
| Danaher Corp.DHR | 1.03% | 1.03% | 1.03% |
| Berkshire HATH-BBRK/B | 1.03% | 3.26% | 1.03% |
| Coca-Cola Co/theKO | 1.02% | 1.76% | 1.02% |
| Philip Morris inPM | 1.01% | 1.78% | 1.01% |
| General Motors CGM | 1.09% | 1.00% | 1.00% |
| Unitedhealth GRPUNH | 0.99% | 2.96% | 0.99% |
| Colgate-PalmolivCL | 0.98% | 2.06% | 0.98% |
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: EQWL, SEC Form N-PORT, July 31, 2026; BKDV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EQWL | BKDV |
|---|---|---|
| Raymond James Financial Inc. | $33.2M | $359.9M |
| LPL Financial LLC | $258.2M | $127.4M |
| Envestnet Asset Management Inc. | $138.0M | $48.8M |
| Bank of America Corp. | $46.4M | $129.8M |
| Bank of New York Mellon Corp | $1.8M | $150.0M |
| Morgan Stanley | $100.8M | $144K |
| Commonwealth Equity Services, LLC | $16.3M | $74.7M |
| Osaic Holdings, Inc. | $67.4M | $18.0M |
| Stifel Financial Corp. | $19.7M | $54.4M |
| Mariner, LLC | $1.2M | $57.8M |
| Cambridge Investment Research Advisors, Inc. | $47.0M | $9.3M |
| Jones Financial Companies LLLP | $50.8M | $9K |
| Private Advisor Group, LLC | $30.0M | $15.8M |
| Thrivent Financial for Lutherans | $28.6M | $7.5M |
| Integrated Wealth Concepts LLC | $7.2M | $27.7M |
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: EQWL institutional holders, BKDV institutional holders.
Frequently asked questions
How much do EQWL and BKDV overlap?
29.7% by weight, with 33 holdings in common, using holdings for EQWL as of July 31, 2026 and BKDV as of July 31, 2026. The largest shared position is RTX.
Do institutions hold both EQWL and BKDV?
43 Form 13F filers report positions in both, out of 254 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%.