EASY vs DIVS overlap
1 institutions report holding both EASY and DIVS.
EASYDIVS
Pick 2 to 4 ETFs.
We don’t have holdings for EASY. 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.
1
institutions report holding both, of 22 holding any
EASY1.9% of its 13F dollars, 16.7% of its 6 holders
DIVS27.7% of its 13F dollars, 5.9% of its 17 holders
Largest institutions holding both
| Firm | EASY | DIVS |
|---|---|---|
| Osaic Holdings, Inc. | $240K | $3.5M |
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: EASY institutional holders, DIVS institutional holders.
Frequently asked questions
Do institutions hold both EASY and DIVS?
1 Form 13F filers report positions in both, out of 22 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%.