GPZ vs EWD overlap
GPZ and EWD overlap 2.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | GPZ | EWD | Overlap |
|---|---|---|---|
| EQT ABEQT | 4.42% | 2.12% | 2.12% |
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: GPZ, SEC Form N-PORT, June 30, 2026; EWD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | GPZ | EWD |
|---|---|---|
| Bank of America Corp. | $22.2M | $42.1M |
| UBS Group AG | $8.0M | $3.0M |
| Royal Bank of Canada | $3.1M | $7.3M |
| Jane Street Group, LLC | $6.6M | $1.8M |
| Morgan Stanley | $354K | $5.6M |
| LPL Financial LLC | $1.1M | $3.6M |
| HighTower Advisors, LLC | $1.8M | $2.7M |
| Cerity Partners LLC | $2.9M | $218K |
| Wells Fargo & Company | $793 | $3.1M |
| Ashton Thomas Private Wealth, LLC | $2.7M | $22K |
| Steward Partners Investment Advisory, LLC | $929K | $9K |
| Osaic Holdings, Inc. | $9K | $721K |
| Envestnet Asset Management Inc. | $456K | $255K |
| Global Retirement Partners, LLC | $2K | $72K |
| FMR LLC | $1K | $59K |
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: GPZ institutional holders, EWD institutional holders.
Frequently asked questions
How much do GPZ and EWD overlap?
2.1% by weight, with 1 holdings in common, using holdings for GPZ as of June 30, 2026 and EWD as of May 31, 2026. The largest shared position is EQT.
Do institutions hold both GPZ and EWD?
20 Form 13F filers report positions in both, out of 130 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%.