EWK vs CAPE overlap
EWK and CAPE 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: EWK, SEC Form N-PORT, May 31, 2026; CAPE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | EWK | CAPE |
|---|---|---|
| UBS Group AG | $70K | $13.4M |
| Bank of Montreal | $160K | $4.0M |
| Citadel Advisors LLC | $700K | $534K |
| Susquehanna International Group, LLP | $270K | $672K |
| Morgan Stanley | $850K | $5K |
| Fifth Third Bancorp | $5K | $101K |
| Osaic Holdings, Inc. | $30K | $5K |
| Harbour Investments, Inc. | $3K | $13K |
| Wells Fargo & Company | $6 | $9K |
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: EWK institutional holders, CAPE institutional holders.
Frequently asked questions
How much do EWK and CAPE overlap?
0.0% by weight, with 0 holdings in common, using holdings for EWK as of May 31, 2026 and CAPE as of June 30, 2026.
Do institutions hold both EWK and CAPE?
9 Form 13F filers report positions in both, out of 66 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%.