FUMB vs EVSB overlap
FUMB and EVSB 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: FUMB, SEC Form N-PORT, July 31, 2026; EVSB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FUMB | EVSB |
|---|---|---|
| Morgan Stanley | $15.6M | $138.7M |
| LPL Financial LLC | $13.1M | $4.1M |
| Commonwealth Equity Services, LLC | $13.0M | $505K |
| Osaic Holdings, Inc. | $6.9M | $2.1M |
| Goldman Sachs Group Inc. | $895K | $3.4M |
| Stifel Financial Corp. | $378K | $3.2M |
| Private Advisor Group, LLC | $800K | $668K |
| IFP Advisors, Inc | $57K | $189K |
| Farther Finance Advisors, LLC | $152K | $87K |
| Steward Partners Investment Advisory, LLC | $136K | $94K |
| Fifth Third Bancorp | $139K | $56K |
| Global Retirement Partners, LLC | $24K | $19K |
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: FUMB institutional holders, EVSB institutional holders.
Frequently asked questions
How much do FUMB and EVSB overlap?
0.0% by weight, with 0 holdings in common, using holdings for FUMB as of July 31, 2026 and EVSB as of June 30, 2026.
Do institutions hold both FUMB and EVSB?
12 Form 13F filers report positions in both, out of 93 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%.