HEFA vs EZU overlap
HEFA and EZU overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (HEFA: July 31, 2026, EZU: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: HEFA, SEC Form N-PORT, July 31, 2026; EZU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | HEFA | EZU |
|---|---|---|
| Goldman Sachs Group Inc. | $2.3B | $575.6M |
| Royal Bank of Canada | $16.0M | $992.3M |
| FMR LLC | $3.1M | $968.0M |
| Bank of America Corp. | $91.0M | $603.3M |
| Northwestern Mutual Wealth Management Co | $165.6M | $280.1M |
| Morgan Stanley | $168.2M | $257.0M |
| Ameriprise Financial Inc. | $192.1M | $64.1M |
| UBS Group AG | $25.9M | $221.5M |
| JPMorgan Chase & Co | $201.3M | $40.3M |
| Envestnet Asset Management Inc. | $206.8M | $19.8M |
| LPL Financial LLC | $161.2M | $33.9M |
| Wells Fargo & Company | $95.7M | $60.1M |
| Osaic Holdings, Inc. | $63.8M | $44.8M |
| Cetera Investment Advisers | $71.9M | $26.2M |
| Northern Trust Corp. | $94.4M | $224K |
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: HEFA institutional holders, EZU institutional holders.
Frequently asked questions
How much do HEFA and EZU overlap?
0.0% by weight, with 0 holdings in common, using holdings for HEFA as of July 31, 2026 and EZU as of May 31, 2026.
Do institutions hold both HEFA and EZU?
136 Form 13F filers report positions in both, out of 674 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%.