EIPI vs BGRN overlap
EIPI and BGRN overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (EIPI: May 31, 2026, BGRN: 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: EIPI, SEC Form N-PORT, May 31, 2026; BGRN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EIPI | BGRN |
|---|---|---|
| Morgan Stanley | $60.4M | $12K |
| LPL Financial LLC | $28.1M | $10.5M |
| Royal Bank of Canada | $20.0M | $12.2M |
| UBS Group AG | $19.4M | $3.4M |
| Raymond James Financial Inc. | $14.9M | $4.0M |
| Modern Wealth Management, LLC | $17.7M | $1.1M |
| Stifel Financial Corp. | $9.7M | $351K |
| Osaic Holdings, Inc. | $7.0M | $1.3M |
| Envestnet Asset Management Inc. | $1.9M | $5.7M |
| Bank of New York Mellon Corp | $1.7M | $4.8M |
| Cetera Investment Advisers | $3.2M | $3.1M |
| Wells Fargo & Company | $6.0M | $44 |
| Assetmark, Inc. | $23K | $4.8M |
| Commonwealth Equity Services, LLC | $1.6M | $1.9M |
| Kestra Advisory Services, LLC | $2.1M | $331K |
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: EIPI institutional holders, BGRN institutional holders.
Frequently asked questions
How much do EIPI and BGRN overlap?
0.0% by weight, with 0 holdings in common, using holdings for EIPI as of May 31, 2026 and BGRN as of July 31, 2026.
Do institutions hold both EIPI and BGRN?
36 Form 13F filers report positions in both, out of 263 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%.