SRHQ vs ELCV overlap
SRHQ and ELCV overlap 2.3% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SRHQ | ELCV | Overlap |
|---|---|---|---|
| Amgen Inc.AMGN | 1.21% | 4.18% | 1.21% |
| Vistra Corp.VST | 1.09% | 1.24% | 1.09% |
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: SRHQ, SEC Form N-PORT, July 31, 2026; ELCV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: SRHQ institutional holders, ELCV institutional holders.
Frequently asked questions
How much do SRHQ and ELCV overlap?
2.3% by weight, with 2 holdings in common, using holdings for SRHQ as of July 31, 2026 and ELCV as of July 31, 2026. The largest shared position is AMGN.
Do institutions hold both SRHQ and ELCV?
0 Form 13F filers report positions in both, out of 69 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%.