VOE vs SPMD overlap
VOE and SPMD 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: VOE, SEC Form N-PORT, June 30, 2026; SPMD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VOE | SPMD |
|---|---|---|
| Creative Planning | $91.9M | $6.8B |
| Betterment LLC | $692.9M | $1.3B |
| Morgan Stanley | $965.6M | $263.0M |
| Bank of America Corp. | $616.3M | $585.0M |
| LPL Financial LLC | $229.5M | $909.1M |
| Assetmark, Inc. | $874.7M | $30.9M |
| EP Wealth Advisors, LLC | $887.0M | $854K |
| Jones Financial Companies LLLP | $672.0M | $7.9M |
| Wells Fargo & Company | $538.7M | $102.6M |
| Envestnet Asset Management Inc. | $241.0M | $303.2M |
| Royal Bank of Canada | $450.2M | $71.0M |
| Valmark Advisers, Inc. | $328K | $479.6M |
| UBS Group AG | $303.8M | $115.9M |
| Northwestern Mutual Wealth Management Co | $219.2M | $129.6M |
| PNC Financial Services Group, Inc. | $284.4M | $661K |
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: VOE institutional holders, SPMD institutional holders.
Frequently asked questions
How much do VOE and SPMD overlap?
0.0% by weight, with 0 holdings in common, using holdings for VOE as of June 30, 2026 and SPMD as of June 30, 2026.
Do institutions hold both VOE and SPMD?
444 Form 13F filers report positions in both, out of 1,639 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%.