EIPX vs CHAT overlap
EIPX and CHAT 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: EIPX, SEC Form N-PORT, July 31, 2026; CHAT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EIPX | CHAT |
|---|---|---|
| LPL Financial LLC | $9.9M | $65.9M |
| Commonwealth Equity Services, LLC | $870K | $16.1M |
| Susquehanna International Group, LLP | $1.5M | $10.0M |
| Stifel Financial Corp. | $7.7M | $2.9M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $7.4M |
| Raymond James Financial Inc. | $5.8M | $657K |
| Osaic Holdings, Inc. | $150K | $6.0M |
| UBS Group AG | $1.3M | $3.4M |
| Rockefeller Capital Management L.P. | $3.6M | $425K |
| Envestnet Asset Management Inc. | $229K | $3.0M |
| Concurrent Investment Advisors, LLC | $885K | $2.4M |
| Private Advisor Group, LLC | $616K | $2.2M |
| Integrated Wealth Concepts LLC | $1.8M | $861K |
| Cetera Investment Advisers | $1.9M | $522K |
| Arax Advisory Partners | $2.2M | $19K |
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: EIPX institutional holders, CHAT institutional holders.
Frequently asked questions
How much do EIPX and CHAT overlap?
0.0% by weight, with 0 holdings in common, using holdings for EIPX as of July 31, 2026 and CHAT as of July 31, 2026.
Do institutions hold both EIPX and CHAT?
30 Form 13F filers report positions in both, out of 242 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%.