TOPT vs EDOW overlap
TOPT and EDOW overlap 28.4% by weight, across 10 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TOPT | EDOW | Overlap |
|---|---|---|---|
| JPMorgan ChaseJPM | 3.60% | 3.44% | 3.44% |
| Alphabet Inc.-aGOOGL | 6.70% | 3.41% | 3.41% |
| Amazon.COM Inc.AMZN | 4.37% | 3.26% | 3.26% |
| Nvidia Corp.NVDA | 15.49% | 3.25% | 3.25% |
| Apple Inc.AAPL | 13.59% | 3.23% | 3.23% |
| Microsoft Corp.MSFT | 4.94% | 3.05% | 3.05% |
| Johnson&JohnsonJNJ | 2.51% | 3.46% | 2.51% |
| VISA Inc.-Class aV | 2.33% | 3.45% | 2.33% |
| Walmart Inc.WMT | 2.04% | 3.05% | 2.04% |
| Cisco SystemsCSCO | 1.90% | 3.21% | 1.90% |
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: TOPT, SEC Form N-PORT, June 30, 2026; EDOW, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TOPT | EDOW |
|---|---|---|
| LPL Financial LLC | $39.8M | $26.9M |
| Morgan Stanley | $34 | $65.9M |
| Envestnet Asset Management Inc. | $26.0M | $5.8M |
| Raymond James Financial Inc. | $17.1M | $5.0M |
| BlackRock, Inc. | $14.0M | $39K |
| Commonwealth Equity Services, LLC | $1.4M | $10.8M |
| Cetera Investment Advisers | $6.7M | $3.9M |
| UBS Group AG | $69K | $9.4M |
| Goldman Sachs Group Inc. | $2.8M | $4.6M |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $5.5M |
| Osaic Holdings, Inc. | $3.8M | $1.8M |
| Kestra Advisory Services, LLC | $2.0M | $2.1M |
| Janney Montgomery Scott LLC | $2.7M | $457K |
| JPMorgan Chase & Co | $2.9M | $121K |
| Bank of America Corp. | $811K | $1.2M |
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: TOPT institutional holders, EDOW institutional holders.
Frequently asked questions
How much do TOPT and EDOW overlap?
28.4% by weight, with 10 holdings in common, using holdings for TOPT as of June 30, 2026 and EDOW as of June 30, 2026. The largest shared position is JPM.
Do institutions hold both TOPT and EDOW?
30 Form 13F filers report positions in both, out of 155 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%.