EPI vs APIE overlap
EPI and APIE 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: EPI, SEC Form N-PORT, June 30, 2026; APIE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | EPI | APIE |
|---|---|---|
| Envestnet Asset Management Inc. | $3.9M | $512.9M |
| Envestnet Portfolio Solutions, Inc. | $398K | $471.1M |
| Morgan Stanley | $111.0M | $164K |
| LPL Financial LLC | $50.6M | $41.1M |
| MML Investors Services, LLC | $5.1M | $18.4M |
| Susquehanna International Group, LLP | $14.4M | $2.1M |
| UBS Group AG | $15.0M | $86K |
| Cetera Investment Advisers | $2.5M | $9.6M |
| &Partners | $2.1M | $9.1M |
| Osaic Holdings, Inc. | $804K | $8.3M |
| Park Avenue Securities LLC | $761K | $6.4M |
| Cambridge Investment Research Advisors, Inc. | $3.1M | $786K |
| Spire Wealth Management | $9K | $3.7M |
| Mariner, LLC | $2.8M | $715K |
| Farther Finance Advisors, LLC | $276K | $2.1M |
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: EPI institutional holders, APIE institutional holders.
Frequently asked questions
How much do EPI and APIE overlap?
0.0% by weight, with 0 holdings in common, using holdings for EPI as of June 30, 2026 and APIE as of May 31, 2026.
Do institutions hold both EPI and APIE?
26 Form 13F filers report positions in both, out of 270 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%.