EAPR vs DLFE overlap
7 institutions report holding both EAPR and DLFE.
EAPRDLFE
Pick 2 to 4 ETFs.
We don’t have holdings for EAPR, DLFE. 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.
7
institutions report holding both, of 81 holding any
EAPR12.2% of its 13F dollars, 10.0% of its 70 holders
DLFE43.0% of its 13F dollars, 38.9% of its 18 holders
Largest institutions holding both
| Firm | EAPR | DLFE |
|---|---|---|
| Kestra Advisory Services, LLC | $1.2M | $22.1M |
| Susquehanna International Group, LLP | $2.6M | $2.3M |
| Commonwealth Equity Services, LLC | $1.9M | $789K |
| Old Mission Capital LLC | $905K | $682K |
| Envestnet Asset Management Inc. | $884K | $209K |
| Harbour Investments, Inc. | $14K | $497K |
| DHJJ Financial Advisors, Ltd. | $53K | $635 |
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: EAPR institutional holders, DLFE institutional holders.
Frequently asked questions
Do institutions hold both EAPR and DLFE?
7 Form 13F filers report positions in both, out of 81 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%.