SPLS vs EYEG overlap
3 institutions report holding both SPLS and EYEG.
SPLSEYEG
Pick 2 to 4 ETFs.
We don’t have holdings for SPLS. 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.
3
institutions report holding both, of 27 holding any
SPLS17.3% of its 13F dollars, 12.5% of its 24 holders
EYEG22.1% of its 13F dollars, 50.0% of its 6 holders
Largest institutions holding both
| Firm | SPLS | EYEG |
|---|---|---|
| Citadel Advisors LLC | $3.5M | $1.3M |
| Wealth Enhancement Advisory Services, LLC | $254K | $3.6M |
| UBS Group AG | $92K | $7K |
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: SPLS institutional holders, EYEG institutional holders.
Frequently asked questions
Do institutions hold both SPLS and EYEG?
3 Form 13F filers report positions in both, out of 27 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%.