SRVR vs POWR overlap
SRVR and POWR overlap 1.2% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SRVR | POWR | Overlap |
|---|---|---|---|
| Constellation ENCEG | 0.53% | 2.90% | 0.53% |
| GE Vernova Inc.GEV | 0.44% | 7.59% | 0.44% |
| Eaton Corp. PLCETN | 0.22% | 6.36% | 0.22% |
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: SRVR, SEC Form N-PORT, July 31, 2026; POWR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SRVR | POWR |
|---|---|---|
| Bank of America Corp. | $73.9M | $1.9M |
| LPL Financial LLC | $11.2M | $23.9M |
| Morgan Stanley | $17.0M | $5.1M |
| UBS Group AG | $15.6M | $104K |
| Cambridge Investment Research Advisors, Inc. | $5.4M | $1.6M |
| Royal Bank of Canada | $4.7M | $2.1M |
| Wells Fargo & Company | $6.0M | $2 |
| Raymond James Financial Inc. | $2.9M | $2.7M |
| Commonwealth Equity Services, LLC | $775K | $4.9M |
| Cetera Investment Advisers | $3.0M | $1.8M |
| Steward Partners Investment Advisory, LLC | $86K | $3.2M |
| Envestnet Asset Management Inc. | $1.3M | $2.0M |
| MML Investors Services, LLC | $251K | $1.9M |
| Private Advisor Group, LLC | $792K | $1.2M |
| Osaic Holdings, Inc. | $729K | $788K |
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: SRVR institutional holders, POWR institutional holders.
Frequently asked questions
How much do SRVR and POWR overlap?
1.2% by weight, with 3 holdings in common, using holdings for SRVR as of July 31, 2026 and POWR as of June 30, 2026. The largest shared position is CEG.
Do institutions hold both SRVR and POWR?
25 Form 13F filers report positions in both, out of 179 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%.