CHPS vs BATT overlap
CHPS and BATT 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: CHPS, SEC Form N-PORT, May 29, 2026; BATT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | CHPS | BATT |
|---|---|---|
| National Bank of Canada | $4.5M | $8K |
| Cetera Investment Advisers | $2.1M | $1.2M |
| Kestra Private Wealth Services, LLC | $2.1M | $209K |
| Steward Partners Investment Advisory, LLC | $428K | $621K |
| Royal Bank of Canada | $189K | $503K |
| Commonwealth Equity Services, LLC | $399K | $247K |
| Integrated Wealth Concepts LLC | $483K | $20K |
| Simplex Trading, LLC | $11K | $5K |
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: CHPS institutional holders, BATT institutional holders.
Frequently asked questions
How much do CHPS and BATT overlap?
0.0% by weight, with 0 holdings in common, using holdings for CHPS as of May 29, 2026 and BATT as of June 30, 2026.
Do institutions hold both CHPS and BATT?
8 Form 13F filers report positions in both, out of 69 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%.