IDVO vs EWX overlap
IDVO and EWX overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: IDVO, SEC Form N-PORT, June 30, 2026; EWX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IDVO | EWX |
|---|---|---|
| Raymond James Financial Inc. | $95.9M | $1.1M |
| LPL Financial LLC | $41.9M | $17.9M |
| Morgan Stanley | $18.1M | $26.5M |
| Osaic Holdings, Inc. | $25.8M | $1.8M |
| Mariner, LLC | $349K | $24.3M |
| Stifel Financial Corp. | $19.2M | $258K |
| UBS Group AG | $14.5M | $2.1M |
| Wells Fargo & Company | $257K | $16.3M |
| Old Mission Capital LLC | $1.3M | $13.1M |
| Royal Bank of Canada | $9.9M | $751K |
| Commonwealth Equity Services, LLC | $9.4M | $931K |
| Envestnet Asset Management Inc. | $5.2M | $2.8M |
| Baird Financial Group, Inc. | $4.0M | $3.1M |
| Northwestern Mutual Wealth Management Co | $5.9M | $352K |
| Equitable Holdings, Inc. | $449K | $3.3M |
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: IDVO institutional holders, EWX institutional holders.
Frequently asked questions
How much do IDVO and EWX overlap?
0.0% by weight, with 0 holdings in common, using holdings for IDVO as of June 30, 2026 and EWX as of June 30, 2026.
Do institutions hold both IDVO and EWX?
41 Form 13F filers report positions in both, out of 269 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%.