GVAL vs EELV overlap
GVAL and EELV overlap 6.0% by weight, across 12 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | GVAL | EELV | Overlap |
|---|---|---|---|
| Kasikornban-NVDRKBANK-R | 0.94% | 0.66% | 0.66% |
| Bangkok BAN-NVDRBBL-R | 0.85% | 0.59% | 0.59% |
| Komercni BankaKOMB | 1.85% | 0.55% | 0.55% |
| PTT PCLPTT-R | 0.78% | 0.50% | 0.50% |
| CEZ ASCEZ | 1.70% | 0.50% | 0.50% |
| Krung THAI-NVDRKTB-R | 1.24% | 0.49% | 0.49% |
| Banco SantanderBSAN | 0.72% | 0.48% | 0.48% |
| ENEL Americas SAENELAM | 0.61% | 0.48% | 0.48% |
| ITAU Uniban-PREFITUB4 | 0.68% | 0.46% | 0.46% |
| PZUPZU | 0.73% | 0.44% | 0.44% |
| Empresas CopecCOPEC | 0.62% | 0.42% | 0.42% |
| Telef BrasilVIVT3 | 0.83% | 0.40% | 0.40% |
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: GVAL, SEC Form N-PORT, July 31, 2026; EELV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | GVAL | EELV |
|---|---|---|
| Morgan Stanley | $27.5M | $27.6M |
| Envestnet Asset Management Inc. | $8.4M | $33.4M |
| LPL Financial LLC | $13.0M | $22.2M |
| PNC Financial Services Group, Inc. | $10K | $31.7M |
| Bank of America Corp. | $252K | $19.2M |
| Raymond James Financial Inc. | $9.3M | $3.4M |
| Wells Fargo & Company | $18 | $11.2M |
| Susquehanna International Group, LLP | $3.0M | $7.2M |
| Osaic Holdings, Inc. | $4.1M | $274K |
| Equitable Holdings, Inc. | $1.2M | $1.5M |
| Commonwealth Equity Services, LLC | $1.3M | $1.3M |
| Janney Montgomery Scott LLC | $2.1M | $247K |
| Northwestern Mutual Wealth Management Co | $218K | $2.1M |
| Farther Finance Advisors, LLC | $1.6M | $594K |
| Jones Financial Companies LLLP | $1.3M | $801K |
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: GVAL institutional holders, EELV institutional holders.
Frequently asked questions
How much do GVAL and EELV overlap?
6.0% by weight, with 12 holdings in common, using holdings for GVAL as of July 31, 2026 and EELV as of July 31, 2026. The largest shared position is KBANK-R.
Do institutions hold both GVAL and EELV?
27 Form 13F filers report positions in both, out of 177 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%.