REZ vs EWS overlap
REZ and EWS 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: REZ, SEC Form N-PORT, June 30, 2026; EWS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | REZ | EWS |
|---|---|---|
| BlackRock, Inc. | $48K | $175.9M |
| Morgan Stanley | $47.0M | $20.7M |
| Jane Street Group, LLC | $430K | $30.8M |
| Evergreen Capital Management LLC | $28.3M | $2.6M |
| LPL Financial LLC | $13.6M | $9.7M |
| UBS Group AG | $2.4M | $20.5M |
| Royal Bank of Canada | $15.3M | $5.7M |
| JPMorgan Chase & Co | $4.3M | $12.8M |
| Raymond James Financial Inc. | $15.8M | $1.2M |
| Ameriprise Financial Inc. | $15.0M | $855K |
| Bank of America Corp. | $9.3M | $3.3M |
| Osaic Holdings, Inc. | $7.3M | $1.6M |
| Wells Fargo & Company | $3.3M | $4.0M |
| Commonwealth Equity Services, LLC | $2.4M | $4.5M |
| HighTower Advisors, LLC | $685K | $5.8M |
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: REZ institutional holders, EWS institutional holders.
Frequently asked questions
How much do REZ and EWS overlap?
0.0% by weight, with 0 holdings in common, using holdings for REZ as of June 30, 2026 and EWS as of May 31, 2026.
Do institutions hold both REZ and EWS?
43 Form 13F filers report positions in both, out of 262 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%.