UYLD vs EDV overlap
UYLD and EDV overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (UYLD: July 31, 2026, EDV: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: UYLD, SEC Form N-PORT, July 31, 2026; EDV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | UYLD | EDV |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $492.8M | $696K |
| Midland Wealth Advisors, LLC | $11.9M | $105.7M |
| LPL Financial LLC | $16.7M | $54.1M |
| Morgan Stanley | $138K | $57.6M |
| UBS Group AG | $46.0M | $10.4M |
| Osaic Holdings, Inc. | $41.9M | $5.4M |
| Wells Fargo & Company | $24.9M | $12.1M |
| Citadel Advisors LLC | $628K | $28.2M |
| Raymond James Financial Inc. | $21.1M | $3.9M |
| EP Wealth Advisors, LLC | $314K | $24.1M |
| Stifel Financial Corp. | $15.1M | $1.4M |
| Janney Montgomery Scott LLC | $15.6M | $374K |
| MML Investors Services, LLC | $1.0M | $14.3M |
| Independent Financial Group, LLC | $8.8M | $2.5M |
| Cambridge Investment Research Advisors, Inc. | $3.0M | $2.2M |
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: UYLD institutional holders, EDV institutional holders.
Frequently asked questions
How much do UYLD and EDV overlap?
0.0% by weight, with 0 holdings in common, using holdings for UYLD as of July 31, 2026 and EDV as of May 31, 2026.
Do institutions hold both UYLD and EDV?
32 Form 13F filers report positions in both, out of 258 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%.