SIO vs EWM overlap

SIO and EWM overlap 0.0% by weight, across 0 shared holdings.

SIOEWM

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SIO0.0% of the fund is in shared holdings, of 216

EWM0.0% of the fund is in shared holdings, of 27

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; EWM, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 89 holding any

SIO0.6% of its 13F dollars, 25.0% of its 20 holders

EWM17.6% of its 13F dollars, 6.8% of its 74 holders

Largest institutions holding both

Firm	SIO	EWM
Jane Street Group, LLC	$1.5M	$27.6M
UBS Group AG	$14K	$13.0M
JPMorgan Chase & Co	$18	$1.8M
Wells Fargo & Company	$1K	$791K
Osaic Holdings, Inc.	$18K	$107

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, EWM institutional holders.

Frequently asked questions

How much do SIO and EWM overlap?

0.0% by weight, with 0 holdings in common, using holdings for SIO as of June 30, 2026 and EWM as of May 31, 2026.

Do institutions hold both SIO and EWM?

5 Form 13F filers report positions in both, out of 89 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%.