ULST vs EVIM overlap
ULST and EVIM 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: ULST, SEC Form N-PORT, June 30, 2026; EVIM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ULST | EVIM |
|---|---|---|
| Envestnet Asset Management Inc. | $1.1M | $78.6M |
| LPL Financial LLC | $56.0M | $20.7M |
| Morgan Stanley | $31.0M | $30.0M |
| Raymond James Financial Inc. | $11.0M | $8.3M |
| Osaic Holdings, Inc. | $2.0M | $4.7M |
| Integrated Wealth Concepts LLC | $20K | $3.2M |
| UBS Group AG | $3.0M | $14K |
| Commonwealth Equity Services, LLC | $414K | $2.3M |
| Sanctuary Advisors, LLC | $1.4M | $1.1M |
| Jane Street Group, LLC | $406K | $1.8M |
| Citadel Advisors LLC | $1.6M | $436K |
| Susquehanna International Group, LLP | $810K | $482K |
| Steward Partners Investment Advisory, LLC | $877K | $213K |
| Stifel Financial Corp. | $486K | $426K |
| Fifth Third Bancorp | $394K | $119K |
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: ULST institutional holders, EVIM institutional holders.
Frequently asked questions
How much do ULST and EVIM overlap?
0.0% by weight, with 0 holdings in common, using holdings for ULST as of June 30, 2026 and EVIM as of June 30, 2026.
Do institutions hold both ULST and EVIM?
17 Form 13F filers report positions in both, out of 142 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%.