ISVL vs EEMS overlap
ISVL and EEMS overlap 0.3% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ISVL | EEMS | Overlap |
|---|---|---|---|
| TauronpeTPE PW | 0.36% | 0.15% | 0.15% |
| ENEAENA | 0.18% | 0.09% | 0.09% |
| CyfrplsatCPS | 0.09% | 0.06% | 0.06% |
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: ISVL, SEC Form N-PORT, June 30, 2026; EEMS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ISVL | EEMS |
|---|---|---|
| Focus Partners Wealth | $201.6M | $341K |
| Bank of America Corp. | $5.1M | $10.9M |
| Raymond James Financial Inc. | $1.1M | $6.8M |
| Jane Street Group, LLC | $3.6M | $3.2M |
| Osaic Holdings, Inc. | $4.0M | $1.2M |
| Creative Planning | $1.0M | $3.1M |
| NewEdge Advisors, LLC | $1.6M | $152K |
| Quantinno Capital Management LP | $1.4M | $336K |
| Wealth Enhancement Advisory Services, LLC | $265K | $1.3M |
| Mercer Global Advisors Inc. | $752K | $772K |
| Glass Jacobson Investment Advisors LLC | $752K | $720K |
| Royal Bank of Canada | $983K | $449K |
| Commonwealth Equity Services, LLC | $358K | $735K |
| JPMorgan Chase & Co | $27K | $301K |
| Farther Finance Advisors, LLC | $13K | $129K |
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: ISVL institutional holders, EEMS institutional holders.
Frequently asked questions
How much do ISVL and EEMS overlap?
0.3% by weight, with 3 holdings in common, using holdings for ISVL as of June 30, 2026 and EEMS as of May 31, 2026. The largest shared position is TPE PW.
Do institutions hold both ISVL and EEMS?
16 Form 13F filers report positions in both, out of 123 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%.