USEW vs PATN overlap

USEW and PATN overlap 0.0% by weight, across 1 shared holdings.

USEWPATN

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 1 shared holdings

USEW0.0% of the fund is in shared holdings, of 364

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

These funds report on different dates (USEW: May 29, 2026, PATN: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

Top shared holdings

Holding	USEW	PATN	Overlap
Roper TechnologiROP	0.02%	2.54%	0.02%

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: USEW, SEC Form N-PORT, May 29, 2026; PATN, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 81 holding any

USEW1.3% of its 13F dollars, 5.4% of its 37 holders

PATN1.3% of its 13F dollars, 4.3% of its 46 holders

Largest institutions holding both

Firm	USEW	PATN
NewEdge Advisors, LLC	$1.1M	$1.5M
Wealth Enhancement Advisory Services, LLC	$746K	$256K

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: USEW institutional holders, PATN institutional holders.

Frequently asked questions

How much do USEW and PATN overlap?

0.0% by weight, with 1 holdings in common, using holdings for USEW as of May 29, 2026 and PATN as of July 31, 2026. The largest shared position is ROP.

Do institutions hold both USEW and PATN?

2 Form 13F filers report positions in both, out of 81 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%.