HYLS vs EVSD overlap
42 institutions report holding both HYLS and EVSD.
HYLSEVSD
Pick 2 to 4 ETFs.
We don’t have holdings for EVSD. 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.
42
institutions report holding both, of 259 holding any
HYLS59.9% of its 13F dollars, 19.5% of its 215 holders
EVSD71.7% of its 13F dollars, 48.8% of its 86 holders
Largest institutions holding both
| Firm | HYLS | EVSD |
|---|---|---|
| Morgan Stanley | $203.7M | $451.6M |
| LPL Financial LLC | $130.7M | $74.2M |
| Wells Fargo & Company | $63.8M | $8K |
| Raymond James Financial Inc. | $21.2M | $29.3M |
| Royal Bank of Canada | $31.4M | $6.9M |
| Envestnet Asset Management Inc. | $13.5M | $19.8M |
| Rockefeller Capital Management L.P. | $1.1M | $27.4M |
| D.A. Davidson & Co. | $1.8M | $20.2M |
| Bank of America Corp. | $13.4M | $3.6M |
| Cambridge Investment Research Advisors, Inc. | $9.1M | $7.0M |
| &Partners | $15.2M | $246K |
| Cetera Investment Advisers | $10.0M | $3.5M |
| Janney Montgomery Scott LLC | $9.0M | $3.9M |
| Private Advisor Group, LLC | $3.4M | $7.0M |
| Commonwealth Equity Services, LLC | $3.2M | $5.8M |
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: HYLS institutional holders, EVSD institutional holders.
Frequently asked questions
Do institutions hold both HYLS and EVSD?
42 Form 13F filers report positions in both, out of 259 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%.