THD vs EWM overlap
THD and EWM 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: THD, SEC Form N-PORT, May 31, 2026; EWM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | THD | EWM |
|---|---|---|
| BlackRock, Inc. | $119.5M | $1.7M |
| State of Tennessee, Department of Treasury | $44.2M | $40.7M |
| Sun Life Financial Inc. | $19.4M | $10.9M |
| Jane Street Group, LLC | $346K | $27.6M |
| UBS Group AG | $5.9M | $13.0M |
| Catalyst Capital Advisors LLC | $6.0M | $6.5M |
| Millburn Ridgefield LLC | $6.0M | $6.5M |
| BCWM, LLC | $4.2M | $3.6M |
| Morgan Stanley | $2.6M | $5.0M |
| Korea Investment CORP | $2.3M | $5.1M |
| Susquehanna International Group, LLP | $2.1M | $2.5M |
| Royal Bank of Canada | $3.4M | $295K |
| Trek Financial, LLC | $1.3M | $1.3M |
| Wells Fargo & Company | $1.6M | $791K |
| JPMorgan Chase & Co | $465K | $1.8M |
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: THD institutional holders, EWM institutional holders.
Frequently asked questions
How much do THD and EWM overlap?
0.0% by weight, with 0 holdings in common, using holdings for THD as of May 31, 2026 and EWM as of May 31, 2026.
Do institutions hold both THD and EWM?
33 Form 13F filers report positions in both, out of 97 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%.