EPOL vs CMBS overlap
EPOL and CMBS overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (EPOL: May 31, 2026, CMBS: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: EPOL, SEC Form N-PORT, May 31, 2026; CMBS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EPOL | CMBS |
|---|---|---|
| UBS Group AG | $9.2M | $71.5M |
| JPMorgan Chase & Co | $40.6M | $116K |
| Morgan Stanley | $18.5M | $13.2M |
| LPL Financial LLC | $9.7M | $20.7M |
| AE Wealth Management LLC | $12K | $28.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.2M | $11.0M |
| Wells Fargo & Company | $3.3M | $9.2M |
| Jane Street Group, LLC | $9.7M | $1.9M |
| Bank of America Corp. | $2.2M | $7.5M |
| Cetera Investment Advisers | $264K | $7.9M |
| Raymond James Financial Inc. | $1.2M | $6.7M |
| Osaic Holdings, Inc. | $1.3M | $5.9M |
| Bank of New York Mellon Corp | $3.3M | $958K |
| Knights of Columbus Asset Advisors LLC | $1.9M | $309K |
| Flow Traders U.S. LLC | $1.8M | $304K |
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: EPOL institutional holders, CMBS institutional holders.
Frequently asked questions
How much do EPOL and CMBS overlap?
0.0% by weight, with 0 holdings in common, using holdings for EPOL as of May 31, 2026 and CMBS as of July 31, 2026.
Do institutions hold both EPOL and CMBS?
27 Form 13F filers report positions in both, out of 178 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%.