FDL vs EVTR overlap
FDL and EVTR 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: FDL, SEC Form N-PORT, June 30, 2026; EVTR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FDL | EVTR |
|---|---|---|
| Morgan Stanley | $432.8M | $2.0B |
| LPL Financial LLC | $775.0M | $191.4M |
| Ameriprise Financial Inc. | $276.5M | $315.4M |
| Raymond James Financial Inc. | $247.4M | $127.6M |
| Wells Fargo & Company | $157.8M | $215.5M |
| Bank of America Corp. | $125.4M | $192.4M |
| Osaic Holdings, Inc. | $84.3M | $112.4M |
| Envestnet Asset Management Inc. | $74.2M | $107.6M |
| FMR LLC | $1.8M | $153.6M |
| Cetera Investment Advisers | $124.1M | $30.3M |
| Northwestern Mutual Wealth Management Co | $109.8M | $32.4M |
| Royal Bank of Canada | $120.4M | $19.4M |
| Cambridge Investment Research Advisors, Inc. | $124.7M | $4.5M |
| UBS Group AG | $120.1M | $30K |
| Janney Montgomery Scott LLC | $31.4M | $65.0M |
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: FDL institutional holders, EVTR institutional holders.
Frequently asked questions
How much do FDL and EVTR overlap?
0.0% by weight, with 0 holdings in common, using holdings for FDL as of June 30, 2026 and EVTR as of June 30, 2026.
Do institutions hold both FDL and EVTR?
100 Form 13F filers report positions in both, out of 584 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%.