ROBO vs EWH overlap
ROBO and EWH overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (ROBO: July 31, 2026, EWH: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: ROBO, SEC Form N-PORT, July 31, 2026; EWH, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ROBO | EWH |
|---|---|---|
| BlackRock, Inc. | $180K | $295.5M |
| Morgan Stanley | $76.7M | $23.3M |
| UBS Group AG | $75.2M | $9.8M |
| Northwestern Mutual Wealth Management Co | $41.1M | $530 |
| LPL Financial LLC | $33.5M | $2.0M |
| Ameriprise Financial Inc. | $22.5M | $9.4M |
| Royal Bank of Canada | $19.1M | $11.0M |
| Raymond James Financial Inc. | $22.7M | $3.6M |
| CIBC World Market Inc. | $825K | $9.7M |
| Vontobel Holding Ltd. | $613K | $8.5M |
| D. E. Shaw & Co., Inc. | $330K | $8.4M |
| Commonwealth Equity Services, LLC | $7.0M | $512K |
| Federation des caisses Desjardins du Quebec | $4.4M | $2.9M |
| BNP Paribas Financial Markets | $522K | $6.1M |
| SG Americas Securities, LLC | $4.3M | $2.3M |
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: ROBO institutional holders, EWH institutional holders.
Frequently asked questions
How much do ROBO and EWH overlap?
0.0% by weight, with 0 holdings in common, using holdings for ROBO as of July 31, 2026 and EWH as of May 31, 2026.
Do institutions hold both ROBO and EWH?
49 Form 13F filers report positions in both, out of 389 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%.