EMNT vs CAPE overlap
EMNT and CAPE 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: EMNT, SEC Form N-PORT, June 30, 2026; CAPE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | EMNT | CAPE |
|---|---|---|
| UBS Group AG | $4.0M | $13.4M |
| Morgan Stanley | $11.6M | $5K |
| Clear Point Advisors Inc. | $2.6M | $4.0M |
| LPL Financial LLC | $6.3M | $220K |
| Cambridge Investment Research Advisors, Inc. | $942K | $2.4M |
| Citadel Advisors LLC | $2.6M | $534K |
| Osaic Holdings, Inc. | $2.0M | $5K |
| Kestra Advisory Services, LLC | $330K | $221K |
| Corient Private Wealth LP | $208K | $289K |
| NewEdge Advisors, LLC | $245K | $16K |
| Rockefeller Capital Management L.P. | $54K | $2K |
| Harbour Investments, Inc. | $28K | $13K |
| AE Wealth Management LLC | $594 | $22K |
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: EMNT institutional holders, CAPE institutional holders.
Frequently asked questions
How much do EMNT and CAPE overlap?
0.0% by weight, with 0 holdings in common, using holdings for EMNT as of June 30, 2026 and CAPE as of June 30, 2026.
Do institutions hold both EMNT and CAPE?
13 Form 13F filers report positions in both, out of 120 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%.