NELS vs EPHE overlap
2 institutions report holding both NELS and EPHE.
NELSEPHE
Pick 2 to 4 ETFs.
We don’t have holdings for NELS. 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.
2
institutions report holding both, of 45 holding any
NELS0.0% of its 13F dollars, 50.0% of its 4 holders
EPHE1.9% of its 13F dollars, 4.7% of its 43 holders
Largest institutions holding both
| Firm | NELS | EPHE |
|---|---|---|
| UBS Group AG | $7K | $976K |
| JPMorgan Chase & Co | $13K | $2K |
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: NELS institutional holders, EPHE institutional holders.
Frequently asked questions
Do institutions hold both NELS and EPHE?
2 Form 13F filers report positions in both, out of 45 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%.