RISR vs EUV overlap
4 institutions report holding both RISR and EUV.
RISREUV
Pick 2 to 4 ETFs.
We don’t have holdings for EUV. 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 89 holding any
RISR5.8% of its 13F dollars, 6.9% of its 58 holders
EUV0.7% of its 13F dollars, 11.4% of its 35 holders
Largest institutions holding both
| Firm | RISR | EUV |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $9.6M | $954K |
| Kingsview Wealth Management, LLC | $1.2M | $328K |
| Morgan Stanley | $107K | $22K |
| Harbour Investments, Inc. | $3K | $8K |
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: RISR institutional holders, EUV institutional holders.
Frequently asked questions
Do institutions hold both RISR and EUV?
4 Form 13F filers report positions in both, out of 89 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%.