WINN vs EVSD overlap
33 institutions report holding both WINN and EVSD.
WINNEVSD
Pick 2 to 4 ETFs.
We don’t have holdings for EVSD. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
33
institutions report holding both, of 168 holding any
WINN40.1% of its 13F dollars, 28.7% of its 115 holders
EVSD79.7% of its 13F dollars, 38.4% of its 86 holders
Largest institutions holding both
| Firm | WINN | EVSD |
|---|---|---|
| Morgan Stanley | $80K | $451.6M |
| LPL Financial LLC | $144.4M | $74.2M |
| Raymond James Financial Inc. | $88.4M | $29.3M |
| Ameriprise Financial Inc. | $4.1M | $85.6M |
| Commonwealth Equity Services, LLC | $33.7M | $5.8M |
| Rockefeller Capital Management L.P. | $7.2M | $27.4M |
| Envestnet Asset Management Inc. | $6.5M | $19.8M |
| Private Advisor Group, LLC | $12.8M | $7.0M |
| Cambridge Investment Research Advisors, Inc. | $10.7M | $7.0M |
| Royal Bank of Canada | $9.8M | $6.9M |
| HighTower Advisors, LLC | $1.6M | $12.5M |
| Osaic Holdings, Inc. | $9.7M | $4.3M |
| Fifth Third Bancorp | $12.8M | $1.1M |
| IHT Wealth Management, LLC | $5.3M | $8.0M |
| Wealthcare Advisory Partners LLC | $12.1M | $303K |
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: WINN institutional holders, EVSD institutional holders.
Frequently asked questions
Do institutions hold both WINN and EVSD?
33 Form 13F filers report positions in both, out of 168 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%.