ESN vs EPOL overlap
ESN and EPOL 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: ESN, SEC Form N-PORT, May 31, 2026; EPOL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ESN | EPOL |
|---|---|---|
| Sanctuary Advisors, LLC | $68.8M | $1.4M |
| Raymond James Financial Inc. | $32.7M | $1.2M |
| UBS Group AG | $19.6M | $9.2M |
| LPL Financial LLC | $7.7M | $9.7M |
| Harbour Investments, Inc. | $17.1M | $9K |
| KKM Financial LLC | $11.8M | $378K |
| Bank of New York Mellon Corp | $2.4M | $3.3M |
| Royal Bank of Canada | $3.5M | $869K |
| Rockefeller Capital Management L.P. | $4.2M | $31K |
| Equitable Holdings, Inc. | $1.8M | $245K |
| Commonwealth Equity Services, LLC | $1.2M | $215K |
| Allworth Financial LP | $528K | $3K |
| Farther Finance Advisors, LLC | $36K | $49K |
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: ESN institutional holders, EPOL institutional holders.
Frequently asked questions
How much do ESN and EPOL overlap?
0.0% by weight, with 0 holdings in common, using holdings for ESN as of May 31, 2026 and EPOL as of May 31, 2026.
Do institutions hold both ESN and EPOL?
13 Form 13F filers report positions in both, out of 125 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%.