EVSB vs CALI overlap
7 institutions report holding both EVSB and CALI.
EVSBCALI
Pick 2 to 4 ETFs.
We don’t have holdings for CALI. 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.
7
institutions report holding both, of 120 holding any
EVSB89.8% of its 13F dollars, 35.0% of its 20 holders
CALI21.1% of its 13F dollars, 6.5% of its 107 holders
Largest institutions holding both
| Firm | EVSB | CALI |
|---|---|---|
| Morgan Stanley | $138.7M | $126K |
| LPL Financial LLC | $4.1M | $17.5M |
| Global Retirement Partners, LLC | $19K | $14.0M |
| Osaic Holdings, Inc. | $2.1M | $1.4M |
| Private Advisor Group, LLC | $668K | $1.1M |
| Commonwealth Equity Services, LLC | $505K | $431K |
| Farther Finance Advisors, LLC | $87K | $348K |
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: EVSB institutional holders, CALI institutional holders.
Frequently asked questions
Do institutions hold both EVSB and CALI?
7 Form 13F filers report positions in both, out of 120 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%.