MTBA vs EVSD overlap
29 institutions report holding both MTBA and EVSD.
MTBAEVSD
Pick 2 to 4 ETFs.
We don’t have holdings for EVSD. 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.
29
institutions report holding both, of 208 holding any
MTBA39.0% of its 13F dollars, 19.2% of its 151 holders
EVSD69.3% of its 13F dollars, 33.7% of its 86 holders
Largest institutions holding both
| Firm | MTBA | EVSD |
|---|---|---|
| Morgan Stanley | $1.1M | $451.6M |
| Envestnet Asset Management Inc. | $110.4M | $19.8M |
| LPL Financial LLC | $26.7M | $74.2M |
| MML Investors Services, LLC | $95.1M | $268K |
| Wells Fargo & Company | $79.9M | $8K |
| Raymond James Financial Inc. | $523K | $29.3M |
| Rockefeller Capital Management L.P. | $1.2M | $27.4M |
| Royal Bank of Canada | $12.2M | $6.9M |
| Prevail Innovative Wealth Advisors, LLC | $9.5M | $6.2M |
| Commonwealth Equity Services, LLC | $9.8M | $5.8M |
| HighTower Advisors, LLC | $1.3M | $12.5M |
| Sanctuary Advisors, LLC | $9.6M | $1.0M |
| Janney Montgomery Scott LLC | $5.6M | $3.9M |
| JPMorgan Chase & Co | $8.8M | $36K |
| Private Advisor Group, LLC | $960K | $7.0M |
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: MTBA institutional holders, EVSD institutional holders.
Frequently asked questions
Do institutions hold both MTBA and EVSD?
29 Form 13F filers report positions in both, out of 208 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%.