TUSI vs EVSM overlap
TUSI and EVSM 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: TUSI, SEC Form N-PORT, June 30, 2026; EVSM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TUSI | EVSM |
|---|---|---|
| LPL Financial LLC | $60.0M | $37.0M |
| Raymond James Financial Inc. | $67.7M | $2.5M |
| Integrated Wealth Concepts LLC | $25.1M | $1.9M |
| Steward Partners Investment Advisory, LLC | $18.8M | $196K |
| &Partners | $5.3M | $13.5M |
| Envestnet Asset Management Inc. | $2.0M | $15.7M |
| Wells Fargo & Company | $15.7M | $2.0M |
| Sanctuary Advisors, LLC | $11.6M | $5.3M |
| Stratos Wealth Partners, LTD. | $13.4M | $1.1M |
| Royal Bank of Canada | $13.4M | $26K |
| Osaic Holdings, Inc. | $5.1M | $6.2M |
| Janney Montgomery Scott LLC | $8.9M | $2.3M |
| Private Advisor Group, LLC | $7.5M | $804K |
| Commonwealth Equity Services, LLC | $1.8M | $3.4M |
| Northwestern Mutual Wealth Management Co | $224K | $4.4M |
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: TUSI institutional holders, EVSM institutional holders.
Frequently asked questions
How much do TUSI and EVSM overlap?
0.0% by weight, with 0 holdings in common, using holdings for TUSI as of June 30, 2026 and EVSM as of June 30, 2026.
Do institutions hold both TUSI and EVSM?
27 Form 13F filers report positions in both, out of 146 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%.