SBAR vs EVIM overlap
9 institutions report holding both SBAR and EVIM.
SBAREVIM
Pick 2 to 4 ETFs.
We don’t have holdings for SBAR. 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.
9
institutions report holding both, of 104 holding any
SBAR7.7% of its 13F dollars, 12.7% of its 71 holders
EVIM42.6% of its 13F dollars, 21.4% of its 42 holders
Largest institutions holding both
| Firm | SBAR | EVIM |
|---|---|---|
| Envestnet Asset Management Inc. | $15.3M | $78.6M |
| Morgan Stanley | $72 | $30.0M |
| Raymond James Financial Inc. | $1.3M | $8.3M |
| Osaic Holdings, Inc. | $27K | $4.7M |
| Crusonia Wealth Advisors LLC | $792K | $3.4M |
| Janney Montgomery Scott LLC | $2.6M | $745K |
| FSA Advisors, Inc. | $2.4M | $551K |
| Cambridge Investment Research Advisors, Inc. | $844K | $430K |
| Steward Partners Investment Advisory, LLC | $13K | $213K |
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: SBAR institutional holders, EVIM institutional holders.
Frequently asked questions
Do institutions hold both SBAR and EVIM?
9 Form 13F filers report positions in both, out of 104 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%.