SIO vs EIS overlap
SIO and EIS 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: SIO, SEC Form N-PORT, June 30, 2026; EIS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SIO | EIS |
|---|---|---|
| Raymond James Financial Inc. | $16.5M | $3.4M |
| Jane Street Group, LLC | $1.5M | $13.5M |
| Wells Fargo & Company | $1K | $9.0M |
| Envestnet Asset Management Inc. | $7.2M | $686K |
| UBS Group AG | $14K | $7.1M |
| MML Investors Services, LLC | $615K | $3.5M |
| JPMorgan Chase & Co | $18 | $1.9M |
| Osaic Holdings, Inc. | $18K | $1.5M |
| Jones Financial Companies LLLP | $28K | $464K |
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: SIO institutional holders, EIS institutional holders.
Frequently asked questions
How much do SIO and EIS overlap?
0.0% by weight, with 0 holdings in common, using holdings for SIO as of June 30, 2026 and EIS as of May 31, 2026.
Do institutions hold both SIO and EIS?
9 Form 13F filers report positions in both, out of 191 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%.