EAGL vs BAFE overlap
EAGL and BAFE overlap 34.5% by weight, across 12 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | EAGL | BAFE | Overlap |
|---|---|---|---|
| Taiwan Semic-ADRTSM | 6.64% | 7.09% | 6.64% |
| Amazon.COM Inc.AMZN | 7.64% | 4.33% | 4.33% |
| Alphabet Inc.-aGOOGL | 4.70% | 4.04% | 4.04% |
| Microsoft Corp.MSFT | 3.88% | 4.85% | 3.88% |
| Mastercard Inc.-aMA | 3.94% | 3.53% | 3.53% |
| Unitedhealth GRPUNH | 6.89% | 3.24% | 3.24% |
| META Platforms-aMETA | 2.02% | 3.64% | 2.02% |
| Danaher Corp.DHR | 5.18% | 1.72% | 1.72% |
| Elevance HealthELV | 1.58% | 1.99% | 1.58% |
| SAP SE SPON ADR EA REP 1 ORD NPVSAP | 3.97% | 1.49% | 1.49% |
| Capital One FINACOF | 3.61% | 1.20% | 1.20% |
| Intuit Inc.INTU | 2.19% | 0.80% | 0.80% |
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: EAGL, SEC Form N-PORT, June 30, 2026; BAFE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | EAGL | BAFE |
|---|---|---|
| Brown Advisory Inc. | $414.5M | $1.6B |
| Quantinno Capital Management LP | $1.8M | $31.0M |
| Citadel Advisors LLC | $14.9M | $788K |
| Two Sigma Investments, LP | $8.6M | $1.6M |
| HB Wealth Management, LLC | $523K | $3.7M |
| Goldman Sachs Group Inc. | $2.7M | $748K |
| Royal Bank of Canada | $2.0M | $44K |
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: EAGL institutional holders, BAFE institutional holders.
Frequently asked questions
How much do EAGL and BAFE overlap?
34.5% by weight, with 12 holdings in common, using holdings for EAGL as of June 30, 2026 and BAFE as of June 30, 2026. The largest shared position is TSM.
Do institutions hold both EAGL and BAFE?
7 Form 13F filers report positions in both, out of 75 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%.