EPHE vs AVRY overlap

EPHE and AVRY overlap 0.0% by weight, across 0 shared holdings.

EPHEAVRY

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

EPHE0.0% of the fund is in shared holdings, of 35

AVRY0.0% of the fund is in shared holdings, of 24

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: EPHE, SEC Form N-PORT, May 31, 2026; AVRY, SEC Form N-PORT, May 29, 2026.

institutions report holding both, of 48 holding any

EPHE2.8% of its 13F dollars, 2.3% of its 43 holders

AVRY1.2% of its 13F dollars, 16.7% of its 6 holders

Largest institutions holding both

Firm	EPHE	AVRY
Susquehanna International Group, LLP	$1.5M	$649K

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: EPHE institutional holders, AVRY institutional holders.

Frequently asked questions

How much do EPHE and AVRY overlap?

0.0% by weight, with 0 holdings in common, using holdings for EPHE as of May 31, 2026 and AVRY as of May 29, 2026.

Do institutions hold both EPHE and AVRY?

1 Form 13F filers report positions in both, out of 48 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%.