YEAR vs EVLN overlap
18 institutions report holding both YEAR and EVLN.
YEAREVLN
Pick 2 to 4 ETFs.
We don’t have holdings for EVLN. 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.
18
institutions report holding both, of 126 holding any
YEAR22.3% of its 13F dollars, 19.4% of its 93 holders
EVLN32.0% of its 13F dollars, 35.3% of its 51 holders
Largest institutions holding both
| Firm | YEAR | EVLN |
|---|---|---|
| Morgan Stanley | $97 | $359.7M |
| LPL Financial LLC | $153.3M | $19.6M |
| Wells Fargo & Company | $45.6M | $1.5M |
| Raymond James Financial Inc. | $46.6M | $381K |
| Osaic Holdings, Inc. | $7.8M | $982K |
| Commonwealth Equity Services, LLC | $6.3M | $1.2M |
| Creative Planning | $5.4M | $207K |
| Mariner, LLC | $3.6M | $217K |
| Kestra Advisory Services, LLC | $2.9M | $727K |
| Citadel Advisors LLC | $2.1M | $845K |
| Wealth Enhancement Advisory Services, LLC | $1.4M | $814K |
| Equitable Holdings, Inc. | $1.5M | $338K |
| Rockefeller Capital Management L.P. | $103K | $1.7M |
| Next Level Private LLC | $474K | $442K |
| Steward Partners Investment Advisory, LLC | $824K | $14K |
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: YEAR institutional holders, EVLN institutional holders.
Frequently asked questions
Do institutions hold both YEAR and EVLN?
18 Form 13F filers report positions in both, out of 126 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%.