RECS vs EVTR overlap
RECS and EVTR 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: RECS, SEC Form N-PORT, July 31, 2026; EVTR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RECS | EVTR |
|---|---|---|
| Morgan Stanley | $305.3M | $2.0B |
| LPL Financial LLC | $939.1M | $191.4M |
| Ameriprise Financial Inc. | $643.1M | $315.4M |
| Bank of America Corp. | $227.1M | $192.4M |
| Raymond James Financial Inc. | $254.4M | $127.6M |
| Wells Fargo & Company | $124.6M | $215.5M |
| Osaic Holdings, Inc. | $141.9M | $112.4M |
| Commonwealth Equity Services, LLC | $156.2M | $14.7M |
| FMR LLC | $627K | $153.6M |
| Envestnet Asset Management Inc. | $5.9M | $107.6M |
| Cetera Investment Advisers | $64.0M | $30.3M |
| PNC Financial Services Group, Inc. | $33K | $80.7M |
| Ameritas Advisory Services, LLC | $72.8M | $6.2M |
| Stratos Wealth Partners, LTD. | $72.0M | $949K |
| Janney Montgomery Scott LLC | $6.2M | $65.0M |
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: RECS institutional holders, EVTR institutional holders.
Frequently asked questions
How much do RECS and EVTR overlap?
0.0% by weight, with 0 holdings in common, using holdings for RECS as of July 31, 2026 and EVTR as of June 30, 2026.
Do institutions hold both RECS and EVTR?
61 Form 13F filers report positions in both, out of 312 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%.