EDEN vs CLSM overlap

EDEN and CLSM overlap 0.0% by weight, across 0 shared holdings.

EDENCLSM

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

EDEN0.0% of the fund is in shared holdings, of 40

CLSM0.0% of the fund is in shared holdings, of 4

These funds report on different dates (EDEN: May 31, 2026, CLSM: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

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: EDEN, SEC Form N-PORT, May 31, 2026; CLSM, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 56 holding any

EDEN5.8% of its 13F dollars, 8.9% of its 45 holders

CLSM2.8% of its 13F dollars, 26.7% of its 15 holders

Largest institutions holding both

Firm	EDEN	CLSM
Susquehanna International Group, LLP	$3.8M	$906K
AE Wealth Management LLC	$62K	$970K
JPMorgan Chase & Co	$306K	$48K
Osaic Holdings, Inc.	$5K	$64K

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: EDEN institutional holders, CLSM institutional holders.

Frequently asked questions

How much do EDEN and CLSM overlap?

0.0% by weight, with 0 holdings in common, using holdings for EDEN as of May 31, 2026 and CLSM as of July 31, 2026.

Do institutions hold both EDEN and CLSM?

4 Form 13F filers report positions in both, out of 56 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%.