ELFY vs ACES overlap
14 institutions report holding both ELFY and ACES.
ELFYACES
Pick 2 to 4 ETFs.
We don’t have holdings for ELFY. 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.
14
institutions report holding both, of 87 holding any
ELFY32.1% of its 13F dollars, 28.0% of its 50 holders
ACES9.2% of its 13F dollars, 27.4% of its 51 holders
Largest institutions holding both
| Firm | ELFY | ACES |
|---|---|---|
| Osaic Holdings, Inc. | $9.3M | $68K |
| LPL Financial LLC | $6.9M | $718K |
| Goldman Sachs Group Inc. | $936K | $3.5M |
| Cetera Investment Advisers | $1.8M | $275K |
| NewEdge Advisors, LLC | $1.8M | $7K |
| Susquehanna International Group, LLP | $301K | $850K |
| Farther Finance Advisors, LLC | $1.0M | $10K |
| Morgan Stanley | $2K | $749K |
| Royal Bank of Canada | $327K | $256K |
| US Bancorp | $11K | $287K |
| Harbour Investments, Inc. | $131K | $4K |
| FMR LLC | $12K | $2K |
| Global Retirement Partners, LLC | $10K | $1K |
| Bear Mountain Capital, Inc. | $639 | $498 |
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: ELFY institutional holders, ACES institutional holders.
Frequently asked questions
Do institutions hold both ELFY and ACES?
14 Form 13F filers report positions in both, out of 87 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%.