ESLG vs EASY overlap
1 institutions report holding both ESLG and EASY.
ESLGEASY
Pick 2 to 4 ETFs.
We don’t have holdings for EASY. 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 20 holding any
ESLG2.4% of its 13F dollars, 6.7% of its 15 holders
EASY1.9% of its 13F dollars, 16.7% of its 6 holders
Largest institutions holding both
| Firm | ESLG | EASY |
|---|---|---|
| Osaic Holdings, Inc. | $299K | $240K |
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: ESLG institutional holders, EASY institutional holders.
Frequently asked questions
Do institutions hold both ESLG and EASY?
1 Form 13F filers report positions in both, out of 20 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%.