GMUB vs EVIM overlap
GMUB and EVIM overlap 3.1% by weight, across 14 shared holdings.
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Top shared holdings
| Holding | GMUB | EVIM | Overlap |
|---|---|---|---|
| Puerto Rico Sales Tax FING Corp. Sales Tax RevenuePRCGEN | 1.14% | 0.78% | 0.78% |
| Black BELT ENE 5% 12/1/2034 | 0.38% | 0.62% | 0.38% |
| NY City HSG DEV-B | 0.36% | 0.46% | 0.36% |
| Main Street Energy-DMSEPWR | 0.57% | 0.29% | 0.29% |
| DIST of Columbia WTR & SWR AUTH Public Utility Revenue | 0.22% | 0.74% | 0.22% |
| WI Wismed 5 08/15/2037 | 0.20% | 0.43% | 0.20% |
| MO Mosenv 05/01/2038 | 0.18% | 0.29% | 0.18% |
| San Antonio-a | 0.18% | 0.49% | 0.18% |
| Lansing MICH BRD-a | 0.20% | 0.15% | 0.15% |
| Burke Co DEV AUTH-4TH | 0.11% | 0.16% | 0.11% |
| Houston TX ARPT 5.50% 7/15/2035 @ | 0.09% | 0.42% | 0.09% |
| Main STR NAT GA 5% MTMAIUTL | 0.06% | 0.21% | 0.06% |
| UT Salapt 5 07/01/2036 | 0.04% | 0.22% | 0.04% |
| Colorado Health 5% MTCOSMED | 0.03% | 0.20% | 0.03% |
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: GMUB, SEC Form N-PORT, May 31, 2026; EVIM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | GMUB | EVIM |
|---|---|---|
| Envestnet Asset Management Inc. | $14.8M | $78.6M |
| &Partners | $1.2M | $84.8M |
| LPL Financial LLC | $3.3M | $20.7M |
| Stifel Financial Corp. | $18.6M | $426K |
| Private Advisor Group, LLC | $8.8M | $254K |
| Integrated Wealth Concepts LLC | $2.6M | $3.2M |
| Osaic Holdings, Inc. | $54K | $4.7M |
| Elequin Capital, LP | $37K | $3.1M |
| Rockefeller Capital Management L.P. | $10K | $3.1M |
| Jane Street Group, LLC | $1.1M | $1.8M |
| Sanctuary Advisors, LLC | $640K | $1.1M |
| Citadel Advisors LLC | $651K | $436K |
| Fifth Third Bancorp | $527K | $119K |
| IFP Advisors, Inc | $150K | $193K |
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: GMUB institutional holders, EVIM institutional holders.
Frequently asked questions
How much do GMUB and EVIM overlap?
3.1% by weight, with 14 holdings in common, using holdings for GMUB as of May 31, 2026 and EVIM as of June 30, 2026. The largest shared position is PRCGEN.
Do institutions hold both GMUB and EVIM?
14 Form 13F filers report positions in both, out of 89 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%.