IMFL vs EDIV overlap
IMFL and EDIV overlap 0.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IMFL | EDIV | Overlap |
|---|---|---|---|
| THAI BeverageTHBEV | 0.01% | 0.85% | 0.01% |
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: IMFL, SEC Form N-PORT, May 31, 2026; EDIV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IMFL | EDIV |
|---|---|---|
| Invesco Ltd. | $608.7M | $673K |
| LPL Financial LLC | $30.3M | $87.9M |
| Morgan Stanley | $6.4M | $58.9M |
| Wells Fargo & Company | $66K | $54.2M |
| Northwestern Mutual Wealth Management Co | $167K | $21.7M |
| Concurrent Investment Advisors, LLC | $11.6M | $8.8M |
| Raymond James Financial Inc. | $655K | $16.8M |
| Cetera Investment Advisers | $1.2M | $16.1M |
| Envestnet Asset Management Inc. | $3.6M | $12.8M |
| Jane Street Group, LLC | $4.9M | $11.1M |
| Private Advisor Group, LLC | $15.5M | $393K |
| Geneos Wealth Management Inc. | $14.8M | $94K |
| Kingsview Wealth Management, LLC | $784K | $10.3M |
| MML Investors Services, LLC | $440K | $10.5M |
| Total Clarity Wealth Management, Inc. | $8.8M | $276K |
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: IMFL institutional holders, EDIV institutional holders.
Frequently asked questions
How much do IMFL and EDIV overlap?
0.0% by weight, with 1 holdings in common, using holdings for IMFL as of May 31, 2026 and EDIV as of June 30, 2026. The largest shared position is THBEV.
Do institutions hold both IMFL and EDIV?
34 Form 13F filers report positions in both, out of 249 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%.