GWX vs EYLD overlap
GWX and EYLD overlap 0.1% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | GWX | EYLD | Overlap |
|---|---|---|---|
| SK Networks Co001740 | 0.07% | 0.81% | 0.07% |
| Kepco Plant SERV051600 | 0.06% | 1.01% | 0.06% |
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: GWX, SEC Form N-PORT, June 30, 2026; EYLD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | GWX | EYLD |
|---|---|---|
| LPL Financial LLC | $59.2M | $14.8M |
| Bank of America Corp. | $24.1M | $33.8M |
| HighTower Advisors, LLC | $2.0M | $55.0M |
| Cetera Investment Advisers | $25.4M | $19.9M |
| Envestnet Asset Management Inc. | $40.7M | $2.6M |
| Raymond James Financial Inc. | $2.0M | $33.2M |
| Osaic Holdings, Inc. | $27.2M | $4.2M |
| NewEdge Advisors, LLC | $3.5M | $24.4M |
| UBS Group AG | $6.0M | $20.1M |
| Cambridge Investment Research Advisors, Inc. | $13.6M | $8.4M |
| Northwestern Mutual Wealth Management Co | $1.5M | $13.4M |
| Integrated Wealth Concepts LLC | $373K | $14.2M |
| Wells Fargo & Company | $14.5M | $68K |
| Morgan Stanley | $11.7M | $642K |
| Park Avenue Securities LLC | $10.3M | $315K |
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: GWX institutional holders, EYLD institutional holders.
Frequently asked questions
How much do GWX and EYLD overlap?
0.1% by weight, with 2 holdings in common, using holdings for GWX as of June 30, 2026 and EYLD as of July 31, 2026. The largest shared position is 001740.
Do institutions hold both GWX and EYLD?
42 Form 13F filers report positions in both, out of 333 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%.