INMU vs EVMO overlap
26 institutions report holding both INMU and EVMO.
INMUEVMO
Pick 2 to 4 ETFs.
We don’t have holdings for INMU. 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.
26
institutions report holding both, of 170 holding any
INMU41.6% of its 13F dollars, 20.5% of its 127 holders
EVMO29.6% of its 13F dollars, 37.7% of its 69 holders
Largest institutions holding both
| Firm | INMU | EVMO |
|---|---|---|
| LPL Financial LLC | $70.3M | $108.5M |
| JPMorgan Chase & Co | $64.8M | $2.2M |
| Arax Advisory Partners | $59.7M | $6.1M |
| Commonwealth Equity Services, LLC | $23.4M | $2.8M |
| Wells Fargo & Company | $308K | $18.1M |
| Envestnet Asset Management Inc. | $12.3M | $5.0M |
| Cambridge Investment Research Advisors, Inc. | $1.7M | $13.6M |
| Janney Montgomery Scott LLC | $8.0M | $7.2M |
| Cetera Investment Advisers | $9.4M | $1.4M |
| Osaic Holdings, Inc. | $6.7M | $3.3M |
| Citadel Advisors LLC | $1.6M | $8.4M |
| MGO One Seven LLC | $2.6M | $5.5M |
| NewEdge Advisors, LLC | $3.4M | $4.4M |
| Jane Street Group, LLC | $2.0M | $2.2M |
| MML Investors Services, LLC | $2.5M | $1.1M |
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: INMU institutional holders, EVMO institutional holders.
Frequently asked questions
Do institutions hold both INMU and EVMO?
26 Form 13F filers report positions in both, out of 170 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%.