ICLN vs EPI overlap
ICLN and EPI overlap 1.3% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ICLN | EPI | Overlap |
|---|---|---|---|
| Suzlon EnergySUEL | 2.03% | 0.89% | 0.89% |
| NHPC Ltd.NHPC | 0.75% | 0.29% | 0.29% |
| Premier EnergiesPREMIER | 0.80% | 0.06% | 0.06% |
| Waaree EnergiesWAAREEE | 0.82% | 0.04% | 0.04% |
| SJVN Ltd.SJVN | 0.19% | 0.03% | 0.03% |
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: ICLN, SEC Form N-PORT, July 31, 2026; EPI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ICLN | EPI |
|---|---|---|
| Meitav Investment House Ltd. | $30.8M | $145.0M |
| Morgan Stanley | $55.0M | $111.0M |
| LPL Financial LLC | $88.1M | $50.6M |
| Clal Insurance Enterprises Holdings Ltd | $405K | $128.3M |
| Bank of America Corp. | $57.1M | $43.6M |
| JPMorgan Chase & Co | $44.8M | $35.7M |
| Susquehanna International Group, LLP | $59.9M | $14.4M |
| Goldman Sachs Group Inc. | $45.5M | $1.6M |
| Envestnet Asset Management Inc. | $38.7M | $3.9M |
| UBS Group AG | $23.8M | $15.0M |
| Old Mission Capital LLC | $17.9M | $20.5M |
| Wells Fargo & Company | $11.3M | $18.9M |
| Composition Wealth, LLC | $245K | $28.3M |
| Ameriprise Financial Inc. | $4.8M | $22.0M |
| Royal Bank of Canada | $14.4M | $11.1M |
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: ICLN institutional holders, EPI institutional holders.
Frequently asked questions
How much do ICLN and EPI overlap?
1.3% by weight, with 5 holdings in common, using holdings for ICLN as of July 31, 2026 and EPI as of June 30, 2026. The largest shared position is SUEL.
Do institutions hold both ICLN and EPI?
132 Form 13F filers report positions in both, out of 590 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%.