EVLN vs BSCW overlap
16 institutions report holding both EVLN and BSCW.
EVLNBSCW
Pick 2 to 4 ETFs.
We don’t have holdings for EVLN, BSCW. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
16
institutions report holding both, of 205 holding any
EVLN34.2% of its 13F dollars, 31.4% of its 51 holders
BSCW34.5% of its 13F dollars, 9.4% of its 170 holders
Largest institutions holding both
| Firm | EVLN | BSCW |
|---|---|---|
| Morgan Stanley | $359.7M | $120.3M |
| Raymond James Financial Inc. | $381K | $99.5M |
| LPL Financial LLC | $19.6M | $49.4M |
| Wells Fargo & Company | $1.5M | $55.8M |
| UBS Group AG | $243 | $43.4M |
| Ameriprise Financial Inc. | $29.4M | $3.9M |
| Royal Bank of Canada | $553K | $21.1M |
| Osaic Holdings, Inc. | $982K | $10.3M |
| Commonwealth Equity Services, LLC | $1.2M | $3.3M |
| Wealth Enhancement Advisory Services, LLC | $814K | $1.3M |
| Kestra Advisory Services, LLC | $727K | $1.0M |
| Focus Partners Wealth | $881K | $713K |
| Equitable Holdings, Inc. | $338K | $846K |
| Fifth Third Bancorp | $136K | $231K |
| Steward Partners Investment Advisory, LLC | $14K | $168K |
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: EVLN institutional holders, BSCW institutional holders.
Frequently asked questions
Do institutions hold both EVLN and BSCW?
16 Form 13F filers report positions in both, out of 205 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%.