EPAI vs BBB overlap
EPAI and BBB overlap 3.4% by weight, across 22 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | EPAI | BBB | Overlap |
|---|---|---|---|
| Applied MaterialAMAT | 4.85% | 0.69% | 0.69% |
| LAM ResearchLRCX | 3.81% | 0.65% | 0.65% |
| GE Vernova Inc.GEV | 2.41% | 0.37% | 0.37% |
| Amphenol Corp.-aAPH | 2.72% | 0.26% | 0.26% |
| Corning Inc.GLW | 2.77% | 0.24% | 0.24% |
| Eaton Corp. PLCETN | 2.81% | 0.20% | 0.20% |
| Vertiv Holding-aVRT | 3.60% | 0.15% | 0.15% |
| Johnson ControlsJCI | 2.45% | 0.11% | 0.11% |
| Synopsys Inc.SNPS | 2.04% | 0.10% | 0.10% |
| Teradyne Inc.TER | 4.67% | 0.09% | 0.09% |
| NXP SemiconductoNXPI | 2.22% | 0.09% | 0.09% |
| Monolithic PowerMPWR | 3.37% | 0.08% | 0.08% |
| Digital RealtyDLR | 2.40% | 0.07% | 0.07% |
| Flex Ltd.FLEX | 3.42% | 0.07% | 0.07% |
| CBRE Group Inc.-aCBRE | 1.85% | 0.05% | 0.05% |
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: EPAI, SEC Form N-PORT, July 31, 2026; BBB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: EPAI institutional holders, BBB institutional holders.
Frequently asked questions
How much do EPAI and BBB overlap?
3.4% by weight, with 22 holdings in common, using holdings for EPAI as of July 31, 2026 and BBB as of June 30, 2026. The largest shared position is AMAT.
Do institutions hold both EPAI and BBB?
0 Form 13F filers report positions in both, out of 3 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%.