EVLN vs CORP overlap
20 institutions report holding both EVLN and CORP.
EVLNCORP
Pick 2 to 4 ETFs.
We don’t have holdings for EVLN. 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.
20
institutions report holding both, of 223 holding any
EVLN34.4% of its 13F dollars, 39.2% of its 51 holders
CORP21.9% of its 13F dollars, 10.4% of its 192 holders
Largest institutions holding both
| Firm | EVLN | CORP |
|---|---|---|
| Morgan Stanley | $359.7M | $81.6M |
| LPL Financial LLC | $19.6M | $113.5M |
| Ameriprise Financial Inc. | $29.4M | $7.1M |
| UBS Group AG | $243 | $20.1M |
| Royal Bank of Canada | $553K | $9.3M |
| Wells Fargo & Company | $1.5M | $8.1M |
| Osaic Holdings, Inc. | $982K | $5.1M |
| Mariner, LLC | $217K | $5.8M |
| Raymond James Financial Inc. | $381K | $5.3M |
| Citadel Advisors LLC | $845K | $2.3M |
| Commonwealth Equity Services, LLC | $1.2M | $1.2M |
| Rockefeller Capital Management L.P. | $1.7M | $207K |
| Focus Partners Wealth | $881K | $602K |
| Equitable Holdings, Inc. | $338K | $805K |
| Wealth Enhancement Advisory Services, LLC | $814K | $213K |
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, CORP institutional holders.
Frequently asked questions
Do institutions hold both EVLN and CORP?
20 Form 13F filers report positions in both, out of 223 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%.