HRSK vs EVX overlap
5 institutions report holding both HRSK and EVX.
HRSKEVX
Pick 2 to 4 ETFs.
We don’t have holdings for HRSK. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
5
institutions report holding both, of 60 holding any
HRSK12.5% of its 13F dollars, 29.4% of its 17 holders
EVX6.3% of its 13F dollars, 10.4% of its 48 holders
Largest institutions holding both
| Firm | HRSK | EVX |
|---|---|---|
| Osaic Holdings, Inc. | $2.2M | $154K |
| Envestnet Asset Management Inc. | $850K | $585K |
| Cetera Investment Advisers | $506K | $464K |
| UBS Group AG | $355 | $589K |
| Harbour Investments, Inc. | $7K | $2K |
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: HRSK institutional holders, EVX institutional holders.
Frequently asked questions
Do institutions hold both HRSK and EVX?
5 Form 13F filers report positions in both, out of 60 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%.