TFLR vs EIPI overlap
TFLR and EIPI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: TFLR, SEC Form N-PORT, May 31, 2026; EIPI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TFLR | EIPI |
|---|---|---|
| Morgan Stanley | $154K | $60.4M |
| Raymond James Financial Inc. | $34.1M | $14.9M |
| LPL Financial LLC | $3.9M | $28.1M |
| Stifel Financial Corp. | $12.2M | $9.7M |
| Royal Bank of Canada | $805K | $20.0M |
| Cetera Investment Advisers | $15.2M | $3.2M |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $13.2M |
| Osaic Holdings, Inc. | $6.8M | $7.0M |
| Commonwealth Equity Services, LLC | $10.8M | $1.6M |
| Envestnet Asset Management Inc. | $7.4M | $1.9M |
| Wealth Enhancement Advisory Services, LLC | $5.9M | $1.9M |
| Kestra Advisory Services, LLC | $5.0M | $2.1M |
| Wells Fargo & Company | $37 | $6.0M |
| MML Investors Services, LLC | $1.2M | $1.6M |
| Farther Finance Advisors, LLC | $1.9M | $59K |
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: TFLR institutional holders, EIPI institutional holders.
Frequently asked questions
How much do TFLR and EIPI overlap?
0.0% by weight, with 0 holdings in common, using holdings for TFLR as of May 31, 2026 and EIPI as of May 31, 2026.
Do institutions hold both TFLR and EIPI?
37 Form 13F filers report positions in both, out of 242 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%.