PAYR vs EPRF overlap
4 institutions report holding both PAYR and EPRF.
PAYREPRF
Pick 2 to 4 ETFs.
We don’t have holdings for EPRF. 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.
4
institutions report holding both, of 49 holding any
PAYR6.9% of its 13F dollars, 14.8% of its 27 holders
EPRF11.8% of its 13F dollars, 15.4% of its 26 holders
Largest institutions holding both
| Firm | PAYR | EPRF |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $933K | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $596K | $774K |
| Osaic Holdings, Inc. | $268K | $591K |
| IFP Advisors, Inc | $16K | $6K |
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: PAYR institutional holders, EPRF institutional holders.
Frequently asked questions
Do institutions hold both PAYR and EPRF?
4 Form 13F filers report positions in both, out of 49 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%.