EWS vs BBHY overlap
EWS and BBHY overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: EWS, SEC Form N-PORT, May 31, 2026; BBHY, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | EWS | BBHY |
|---|---|---|
| BlackRock, Inc. | $175.9M | $4.8M |
| JPMorgan Chase & Co | $12.8M | $95.7M |
| Envestnet Asset Management Inc. | $495K | $70.2M |
| LPL Financial LLC | $9.7M | $43.8M |
| Morgan Stanley | $20.7M | $27.8M |
| Bank of America Corp. | $3.3M | $22.4M |
| HighTower Advisors, LLC | $5.8M | $18.6M |
| UBS Group AG | $20.5M | $40K |
| Empowered Funds, LLC | $256K | $6.2M |
| Osaic Holdings, Inc. | $1.6M | $4.4M |
| Royal Bank of Canada | $5.7M | $224K |
| Commonwealth Equity Services, LLC | $4.5M | $233K |
| Raymond James Financial Inc. | $1.2M | $3.4M |
| Wells Fargo & Company | $4.0M | $21K |
| Cetera Investment Advisers | $228K | $3.6M |
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: EWS institutional holders, BBHY institutional holders.
Frequently asked questions
How much do EWS and BBHY overlap?
0.0% by weight, with 0 holdings in common, using holdings for EWS as of May 31, 2026 and BBHY as of May 31, 2026.
Do institutions hold both EWS and BBHY?
26 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%.