CAIE vs ACYN overlap
CAIE and ACYN 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: CAIE, SEC Form N-PORT, July 31, 2026; ACYN, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | CAIE | ACYN |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $28.7M | $45.5M |
| Kestra Advisory Services, LLC | $6.7M | $59.8M |
| Commonwealth Equity Services, LLC | $11.2M | $39.5M |
| Wealth Watch Advisors, INC | $35.2M | $7.2M |
| Royal Bank of Canada | $25.8M | $8.9M |
| Wealth Enhancement Advisory Services, LLC | $2.5M | $31.4M |
| VestGen Advisors, LLC | $30.0M | $3.4M |
| Prime Capital Investment Advisors, LLC | $16.6M | $12.7M |
| Triad Wealth Partners, LLC | $476K | $24.9M |
| HBW Advisory Services LLC | $662K | $24.6M |
| Cetera Investment Advisers | $670K | $22.2M |
| Cornerstone Wealth, LLC | $19.4M | $2.7M |
| Brookstone Capital Management | $13.9M | $5.2M |
| Strategic Blueprint, LLC | $15.3M | $2.6M |
| MGO One Seven LLC | $7.8M | $6.9M |
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: CAIE institutional holders, ACYN institutional holders.
Frequently asked questions
How much do CAIE and ACYN overlap?
0.0% by weight, with 0 holdings in common, using holdings for CAIE as of July 31, 2026 and ACYN as of June 30, 2026.
Do institutions hold both CAIE and ACYN?
65 Form 13F filers report positions in both, out of 293 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%.