SEIV vs EPS overlap
SEIV and EPS overlap 20.4% by weight, across 64 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SEIV | EPS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 3.57% | 7.09% | 3.57% |
| Apple Inc.AAPL | 2.85% | 5.08% | 2.85% |
| Microsoft Corp.MSFT | 1.92% | 3.40% | 1.92% |
| Micron TechMU | 3.14% | 1.86% | 1.86% |
| Verizon CommunicVZ | 2.06% | 0.71% | 0.71% |
| DELL Techn-CDELL | 1.24% | 0.67% | 0.67% |
| Citigroup Inc.C | 2.01% | 0.60% | 0.60% |
| Pfizer Inc.PFE | 0.66% | 0.59% | 0.59% |
| Qualcomm Inc.QCOM | 1.46% | 0.55% | 0.55% |
| Bristol-MYER SQBBMY | 0.77% | 0.51% | 0.51% |
| At&T Inc.T | 1.48% | 0.43% | 0.43% |
| CVS Health Corp.CVS | 0.45% | 0.39% | 0.39% |
| Amazon.COM Inc.AMZN | 0.38% | 5.70% | 0.38% |
| Gilead SciencesGILD | 1.08% | 0.35% | 0.35% |
| General Motors CGM | 2.26% | 0.32% | 0.32% |
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: SEIV, SEC Form N-PORT, June 30, 2026; EPS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SEIV | EPS |
|---|---|---|
| LPL Financial LLC | $1.1M | $127.5M |
| Cetera Investment Advisers | $277K | $53.5M |
| Kestra Advisory Services, LLC | $231K | $29.7M |
| Envestnet Asset Management Inc. | $14.4M | $1.7M |
| Truist Financial Corp. | $13.5M | $419K |
| JPMorgan Chase & Co | $4K | $13.4M |
| Cambridge Investment Research Advisors, Inc. | $10.5M | $578K |
| Ameritas Advisory Services, LLC | $720 | $8.4M |
| Harbour Investments, Inc. | $147K | $6.1M |
| Two Sigma Investments, LP | $4.5M | $1.7M |
| Wealth Enhancement Advisory Services, LLC | $4.8M | $1.3M |
| Wells Fargo & Company | $71K | $5.9M |
| Global Retirement Partners, LLC | $3.5M | $1.8M |
| Goldman Sachs Group Inc. | $1.3M | $4.0M |
| Jones Financial Companies LLLP | $12K | $4.6M |
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: SEIV institutional holders, EPS institutional holders.
Frequently asked questions
How much do SEIV and EPS overlap?
20.4% by weight, with 64 holdings in common, using holdings for SEIV as of June 30, 2026 and EPS as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both SEIV and EPS?
29 Form 13F filers report positions in both, out of 221 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%.