SRLN vs EAGG overlap
SRLN and EAGG 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: SRLN, SEC Form N-PORT, June 30, 2026; EAGG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SRLN | EAGG |
|---|---|---|
| Bank of America Corp. | $300.8M | $1.1B |
| JPMorgan Chase & Co | $55.6M | $449.3M |
| Morgan Stanley | $306.1M | $8.4M |
| LPL Financial LLC | $144.5M | $150.9M |
| Envestnet Asset Management Inc. | $36.5M | $256.6M |
| Mercer Global Advisors Inc. | $3.7M | $201.4M |
| BlackRock, Inc. | $72.6M | $93.5M |
| Goldman Sachs Group Inc. | $66.6M | $92.5M |
| UBS Group AG | $101.5M | $19.2M |
| Wells Fargo & Company | $88.4M | $28.0M |
| Royal Bank of Canada | $105.0M | $9.0M |
| Northwestern Mutual Wealth Management Co | $129K | $109.3M |
| Raymond James Financial Inc. | $31.3M | $74.8M |
| Betterment LLC | $1.0M | $85.9M |
| Envestnet Portfolio Solutions, Inc. | $17.1M | $50.3M |
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: SRLN institutional holders, EAGG institutional holders.
Frequently asked questions
How much do SRLN and EAGG overlap?
0.0% by weight, with 0 holdings in common, using holdings for SRLN as of June 30, 2026 and EAGG as of May 31, 2026.
Do institutions hold both SRLN and EAGG?
153 Form 13F filers report positions in both, out of 805 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%.