PATN vs ESUM overlap

PATN and ESUM overlap 0.2% by weight, across 1 shared holdings.

PATNESUM

Pick 2 to 4 ETFs.

0.2%

overlap by weight, across 1 shared holdings

PATN2.5% of the fund is in shared holdings, of 100

ESUM0.2% of the fund is in shared holdings, of 204

Top shared holdings

Holding	PATN	ESUM	Overlap
Roper TechnologiROP	2.54%	0.23%	0.23%

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: PATN, SEC Form N-PORT, July 31, 2026; ESUM, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 76 holding any

PATN47.5% of its 13F dollars, 19.6% of its 46 holders

ESUM41.4% of its 13F dollars, 23.1% of its 39 holders

Largest institutions holding both

Firm	PATN	ESUM
Wealth Enhancement Advisory Services, LLC	$256K	$35.2M
LPL Financial LLC	$27.8M	$4.5M
Cambridge Investment Research Advisors, Inc.	$18.8M	$7.3M
Raymond James Financial Inc.	$10.3M	$390K
Osaic Holdings, Inc.	$9.0M	$266K
Kestra Advisory Services, LLC	$247K	$3.4M
Creative Financial Designs Inc.	$304K	$3.0M
EverSource Wealth Advisors, LLC	$20K	$2.3M
Equitable Holdings, Inc.	$649K	$209K

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: PATN institutional holders, ESUM institutional holders.

Frequently asked questions

How much do PATN and ESUM overlap?

0.2% by weight, with 1 holdings in common, using holdings for PATN as of July 31, 2026 and ESUM as of July 31, 2026. The largest shared position is ROP.

Do institutions hold both PATN and ESUM?

9 Form 13F filers report positions in both, out of 76 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%.