SHE vs ESUM overlap
SHE and ESUM overlap 25.4% by weight, across 67 shared holdings.
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Top shared holdings
| Holding | SHE | ESUM | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 4.00% | 7.04% | 4.00% |
| Broadcom Inc.AVGO | 4.05% | 2.83% | 2.83% |
| ADV Micro DeviceAMD | 6.06% | 1.66% | 1.66% |
| Exxon Mobil Corp.XOM | 1.30% | 1.93% | 1.30% |
| Caterpillar Inc.CAT | 1.54% | 0.91% | 0.91% |
| Linde PLCLIN | 0.81% | 1.23% | 0.81% |
| Arista NetworksANET | 1.28% | 0.79% | 0.79% |
| LOWE'S COS Inc.LOW | 0.73% | 1.11% | 0.73% |
| Servicenow Inc.NOW | 0.80% | 0.64% | 0.64% |
| American ExpressAXP | 0.63% | 1.29% | 0.63% |
| GE Vernova Inc.GEV | 0.98% | 0.59% | 0.59% |
| Amgen Inc.AMGN | 0.55% | 1.06% | 0.55% |
| Union PAC Corp.UNP | 0.46% | 1.38% | 0.46% |
| Flex Ltd.FLEX | 0.46% | 0.65% | 0.46% |
| Prologis Inc.PLD | 0.42% | 1.21% | 0.42% |
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: SHE, SEC Form N-PORT, June 30, 2026; ESUM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SHE | ESUM |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $838K | $35.2M |
| LPL Financial LLC | $7.8M | $4.5M |
| Cambridge Investment Research Advisors, Inc. | $3.0M | $7.3M |
| Geneos Wealth Management Inc. | $4.9M | $4.9M |
| Betterment LLC | $6.1M | $563K |
| Jones Financial Companies LLLP | $1.9M | $3.6M |
| Kestra Advisory Services, LLC | $980K | $3.4M |
| Raymond James Financial Inc. | $1.7M | $390K |
| Osaic Holdings, Inc. | $1.8M | $266K |
| Citadel Advisors LLC | $908K | $348K |
| Ameritas Advisory Services, LLC | $33K | $24K |
| Vanguard Advisers Inc. | $30K | $8K |
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: SHE institutional holders, ESUM institutional holders.
Frequently asked questions
How much do SHE and ESUM overlap?
25.4% by weight, with 67 holdings in common, using holdings for SHE as of June 30, 2026 and ESUM as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both SHE and ESUM?
12 Form 13F filers report positions in both, out of 159 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%.