EUAD vs CLSE overlap
EUAD and CLSE 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: EUAD, SEC Form N-PORT, May 31, 2026; CLSE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | EUAD | CLSE |
|---|---|---|
| Morgan Stanley | $107.8M | $68 |
| LPL Financial LLC | $304K | $45.5M |
| Envestnet Asset Management Inc. | $858K | $30.8M |
| Rockefeller Capital Management L.P. | $13K | $30.3M |
| Royal Bank of Canada | $11.5M | $10.4M |
| Janney Montgomery Scott LLC | $1.7M | $19.7M |
| Park Avenue Securities LLC | $593K | $14.2M |
| Wealth Enhancement Advisory Services, LLC | $256K | $11.5M |
| HighTower Advisors, LLC | $465K | $11.1M |
| Sanctuary Advisors, LLC | $934K | $8.5M |
| Global Retirement Partners, LLC | $21K | $6.3M |
| Creative Planning | $1.2M | $4.3M |
| Integrated Wealth Concepts LLC | $717 | $5.4M |
| Ethos Financial Group, LLC | $5.2M | $203K |
| McAdam, LLC | $857K | $4.2M |
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: EUAD institutional holders, CLSE institutional holders.
Frequently asked questions
How much do EUAD and CLSE overlap?
0.0% by weight, with 0 holdings in common, using holdings for EUAD as of May 31, 2026 and CLSE as of May 31, 2026.
Do institutions hold both EUAD and CLSE?
34 Form 13F filers report positions in both, out of 262 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%.