EPV vs BEG overlap
1 institutions report holding both EPV and BEG.
EPVBEG
Pick 2 to 4 ETFs.
We don’t have holdings for BEG. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
1
institutions report holding both, of 14 holding any
EPV66.9% of its 13F dollars, 25.0% of its 4 holders
BEG30.9% of its 13F dollars, 9.1% of its 11 holders
Largest institutions holding both
| Firm | EPV | BEG |
|---|---|---|
| Susquehanna International Group, LLP | $2.3M | $1.1M |
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: EPV institutional holders, BEG institutional holders.
Frequently asked questions
Do institutions hold both EPV and BEG?
1 Form 13F filers report positions in both, out of 14 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%.