EWP vs DFEV overlap
EWP and DFEV overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (EWP: 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: EWP, SEC Form N-PORT, May 31, 2026; DFEV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EWP | DFEV |
|---|---|---|
| Jones Financial Companies LLLP | $14K | $120.6M |
| Bank of Montreal | $62.2M | $1.3M |
| HighTower Advisors, LLC | $3.3M | $41.7M |
| Raymond James Financial Inc. | $807K | $43.7M |
| FMR LLC | $45K | $29.9M |
| Jane Street Group, LLC | $18.2M | $11.7M |
| Morgan Stanley | $19.2M | $369K |
| LPL Financial LLC | $16.5M | $1.6M |
| Bank of America Corp. | $2.2M | $14.8M |
| Royal Bank of Canada | $298K | $15.8M |
| AE Wealth Management LLC | $772 | $11.8M |
| UBS Group AG | $8.0M | $879K |
| Envestnet Asset Management Inc. | $806K | $8.0M |
| JPMorgan Chase & Co | $4.1M | $2.5M |
| Steward Partners Investment Advisory, LLC | $12K | $6.2M |
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: EWP institutional holders, DFEV institutional holders.
Frequently asked questions
How much do EWP and DFEV overlap?
0.0% by weight, with 0 holdings in common, using holdings for EWP as of May 31, 2026 and DFEV as of July 31, 2026.
Do institutions hold both EWP and DFEV?
35 Form 13F filers report positions in both, out of 378 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%.