EET vs CAS overlap
0 institutions report holding both EET and CAS.
EETCAS
Pick 2 to 4 ETFs.
We don’t have holdings for CAS. 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.
0
institutions report holding both, of 15 holding any
EET0.0% of its 13F dollars, 0.0% of its 11 holders
CAS0.0% of its 13F dollars, 0.0% of its 4 holders
Largest institutions holding both
No 13F filer reports holding both.
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: EET institutional holders, CAS institutional holders.
Frequently asked questions
Do institutions hold both EET and CAS?
0 Form 13F filers report positions in both, out of 15 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%.