ROE vs OVL overlap
ROE and OVL 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: ROE, SEC Form N-PORT, May 29, 2026; OVL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ROE | OVL |
|---|---|---|
| Envestnet Asset Management Inc. | $11.5M | $17.2M |
| Wells Fargo & Company | $25.6M | $859K |
| New Wave Wealth Advisors LLC | $1.8M | $16.3M |
| Janney Montgomery Scott LLC | $12.6M | $2.7M |
| LPL Financial LLC | $1.9M | $4.1M |
| JPMorgan Chase & Co | $175K | $4.9M |
| Royal Bank of Canada | $15K | $4.4M |
| World Investment Advisors | $2.1M | $330K |
| Equitable Holdings, Inc. | $309K | $1.8M |
| AE Wealth Management LLC | $1.5M | $385K |
| Lanark Financial, Inc. | $746K | $785K |
| Stifel Financial Corp. | $363K | $693K |
| Arax Advisory Partners | $85 | $705K |
| Osaic Holdings, Inc. | $52K | $425K |
| UBS Group AG | $57K | $24K |
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: ROE institutional holders, OVL institutional holders.
Frequently asked questions
How much do ROE and OVL overlap?
0.0% by weight, with 0 holdings in common, using holdings for ROE as of May 29, 2026 and OVL as of May 31, 2026.
Do institutions hold both ROE and OVL?
17 Form 13F filers report positions in both, out of 102 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%.