EIPI vs CLOZ overlap
EIPI and CLOZ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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; CLOZ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | EIPI | CLOZ |
|---|---|---|
| Morgan Stanley | $60.4M | $49.4M |
| LPL Financial LLC | $28.1M | $9.6M |
| UBS Group AG | $19.4M | $2.2M |
| Royal Bank of Canada | $20.0M | $124K |
| Mariner, LLC | $362K | $17.0M |
| Wealthspire Advisors, LLC | $15.9M | $257K |
| Stifel Financial Corp. | $9.7M | $6.0M |
| Cambridge Investment Research Advisors, Inc. | $13.2M | $752K |
| Osaic Holdings, Inc. | $7.0M | $572K |
| Sowell Financial Services LLC | $2.9M | $4.2M |
| Envestnet Asset Management Inc. | $1.9M | $4.1M |
| Wells Fargo & Company | $6.0M | $179 |
| WESPAC Advisors, LLC | $666K | $4.0M |
| Kestra Advisory Services, LLC | $2.1M | $2.0M |
| Kingsview Wealth Management, LLC | $2.7M | $228K |
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, CLOZ institutional holders.
Frequently asked questions
How much do EIPI and CLOZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for EIPI as of May 31, 2026 and CLOZ as of May 31, 2026.
Do institutions hold both EIPI and CLOZ?
31 Form 13F filers report positions in both, out of 230 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%.