SHLD vs EWC overlap
SHLD and EWC 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: SHLD, SEC Form N-PORT, May 31, 2026; EWC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SHLD | EWC |
|---|---|---|
| BlackRock, Inc. | $912K | $1.1B |
| JPMorgan Chase & Co | $257.7M | $754.6M |
| Bank of America Corp. | $604.8M | $125.9M |
| Royal Bank of Canada | $41.8M | $385.2M |
| Morgan Stanley | $217.1M | $179.9M |
| LPL Financial LLC | $315.9M | $29.4M |
| FMR LLC | $313K | $344.8M |
| Bank of Montreal | $187.5M | $70.2M |
| UBS Group AG | $43.4M | $75.9M |
| Assetmark, Inc. | $4.4M | $111.6M |
| Goldman Sachs Group Inc. | $10.8M | $97.7M |
| Envestnet Asset Management Inc. | $81.4M | $6.8M |
| Raymond James Financial Inc. | $74.3M | $2.5M |
| Merit Financial Group, LLC | $70.0M | $496K |
| Osaic Holdings, Inc. | $59.5M | $4.5M |
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: SHLD institutional holders, EWC institutional holders.
Frequently asked questions
How much do SHLD and EWC overlap?
0.0% by weight, with 0 holdings in common, using holdings for SHLD as of May 31, 2026 and EWC as of May 31, 2026.
Do institutions hold both SHLD and EWC?
154 Form 13F filers report positions in both, out of 846 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%.