MDIV vs EDGH overlap
MDIV and EDGH 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: MDIV, SEC Form N-PORT, June 30, 2026; EDGH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MDIV | EDGH |
|---|---|---|
| Osaic Holdings, Inc. | $2.8M | $36.5M |
| LPL Financial LLC | $25.3M | $1.2M |
| Cambridge Investment Research Advisors, Inc. | $5.4M | $4.8M |
| Harbour Investments, Inc. | $9.0M | $88K |
| Envestnet Asset Management Inc. | $2.1M | $5.9M |
| UBS Group AG | $1.1M | $55K |
| Citadel Advisors LLC | $760K | $238K |
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: MDIV institutional holders, EDGH institutional holders.
Frequently asked questions
How much do MDIV and EDGH overlap?
0.0% by weight, with 0 holdings in common, using holdings for MDIV as of June 30, 2026 and EDGH as of June 30, 2026.
Do institutions hold both MDIV and EDGH?
7 Form 13F filers report positions in both, out of 104 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%.