SEIM vs EPS overlap
SEIM and EPS overlap 33.9% by weight, across 64 shared holdings.
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Top shared holdings
| Holding | SEIM | EPS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.24% | 7.09% | 6.24% |
| Alphabet Inc.-aGOOGL | 7.00% | 6.22% | 6.22% |
| Apple Inc.AAPL | 2.90% | 5.08% | 2.90% |
| Microsoft Corp.MSFT | 2.66% | 3.40% | 2.66% |
| Micron TechMU | 2.98% | 1.86% | 1.86% |
| Johnson&JohnsonJNJ | 2.48% | 1.25% | 1.25% |
| Amazon.COM Inc.AMZN | 1.05% | 5.70% | 1.05% |
| Cisco SystemsCSCO | 1.81% | 0.90% | 0.90% |
| Applied MaterialAMAT | 3.37% | 0.84% | 0.84% |
| VISA Inc.-Class aV | 2.84% | 0.81% | 0.81% |
| Sandisk Corp.SNDK | 3.13% | 0.70% | 0.70% |
| Walmart Inc.WMT | 0.69% | 0.69% | 0.69% |
| LAM ResearchLRCX | 3.86% | 0.67% | 0.67% |
| DELL Techn-CDELL | 2.28% | 0.67% | 0.67% |
| Goldman Sachs GPGS | 0.62% | 0.66% | 0.62% |
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: SEIM, SEC Form N-PORT, June 30, 2026; EPS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SEIM | EPS |
|---|---|---|
| LPL Financial LLC | $1.2M | $127.5M |
| Morgan Stanley | $338K | $72.3M |
| Cetera Investment Advisers | $828K | $53.5M |
| Envestnet Asset Management Inc. | $14.8M | $1.7M |
| Northwestern Mutual Wealth Management Co | $122K | $15.5M |
| Truist Financial Corp. | $13.9M | $419K |
| JPMorgan Chase & Co | $4K | $13.4M |
| Ameritas Advisory Services, LLC | $12K | $8.4M |
| UBS Group AG | $319K | $7.0M |
| Harbour Investments, Inc. | $150K | $6.1M |
| Wells Fargo & Company | $75K | $5.9M |
| Wealth Enhancement Advisory Services, LLC | $4.6M | $1.3M |
| Global Retirement Partners, LLC | $3.6M | $1.8M |
| Jones Financial Companies LLLP | $13K | $4.6M |
| Cambridge Investment Research Advisors, Inc. | $3.3M | $578K |
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: SEIM institutional holders, EPS institutional holders.
Frequently asked questions
How much do SEIM and EPS overlap?
33.9% by weight, with 64 holdings in common, using holdings for SEIM as of June 30, 2026 and EPS as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both SEIM and EPS?
28 Form 13F filers report positions in both, out of 219 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%.