VCR vs EMLP overlap
VCR and EMLP overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VCR: May 31, 2026, EMLP: July 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: VCR, SEC Form N-PORT, May 31, 2026; EMLP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VCR | EMLP |
|---|---|---|
| Morgan Stanley | $169.1M | $786.2M |
| Bank of America Corp. | $651.9M | $111.0M |
| Wells Fargo & Company | $128.1M | $104.3M |
| LPL Financial LLC | $80.6M | $118.5M |
| UBS Group AG | $135.7M | $59.1M |
| JPMorgan Chase & Co | $165.6M | $12.3M |
| Cresset Asset Management, LLC | $2.1M | $130.9M |
| Raymond James Financial Inc. | $57.0M | $40.4M |
| Royal Bank of Canada | $30.7M | $61.4M |
| Wealthspire Advisors, LLC | $856K | $90.4M |
| Rockefeller Capital Management L.P. | $34.9M | $44.5M |
| Northwestern Mutual Wealth Management Co | $73.2M | $4.6M |
| Foundations Investment Advisors, LLC | $64.0M | $297K |
| Envestnet Asset Management Inc. | $47.4M | $12.9M |
| Stifel Financial Corp. | $44.8M | $10.7M |
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: VCR institutional holders, EMLP institutional holders.
Frequently asked questions
How much do VCR and EMLP overlap?
0.0% by weight, with 0 holdings in common, using holdings for VCR as of May 31, 2026 and EMLP as of July 31, 2026.
Do institutions hold both VCR and EMLP?
186 Form 13F filers report positions in both, out of 765 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%.