LDUR vs EDV overlap
LDUR and EDV 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: LDUR, SEC Form N-PORT, June 30, 2026; EDV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | LDUR | EDV |
|---|---|---|
| FMR LLC | $239.1M | $21K |
| Bank of America Corp. | $42.2M | $99.9M |
| LPL Financial LLC | $71.3M | $54.1M |
| Morgan Stanley | $37.7M | $57.6M |
| Wells Fargo & Company | $54.5M | $12.1M |
| JPMorgan Chase & Co | $31.7M | $900K |
| Citadel Advisors LLC | $1.1M | $28.2M |
| Envestnet Asset Management Inc. | $25.0M | $3.4M |
| Royal Bank of Canada | $16.1M | $7.1M |
| Cetera Investment Advisers | $6.8M | $13.6M |
| UBS Group AG | $9.9M | $10.4M |
| Beacon Capital Management, Inc. | $18.6M | $97K |
| MML Investors Services, LLC | $406K | $14.3M |
| HighTower Advisors, LLC | $12.8M | $1.6M |
| Wealth Enhancement Advisory Services, LLC | $11.9M | $696K |
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: LDUR institutional holders, EDV institutional holders.
Frequently asked questions
How much do LDUR and EDV overlap?
0.0% by weight, with 0 holdings in common, using holdings for LDUR as of June 30, 2026 and EDV as of May 31, 2026.
Do institutions hold both LDUR and EDV?
55 Form 13F filers report positions in both, out of 311 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%.