EDEN vs ACII overlap
6 institutions report holding both EDEN and ACII.
EDENACII
Pick 2 to 4 ETFs.
We don’t have holdings for ACII. 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.
6
institutions report holding both, of 87 holding any
EDEN2.0% of its 13F dollars, 13.3% of its 45 holders
ACII8.7% of its 13F dollars, 12.5% of its 48 holders
Largest institutions holding both
| Firm | EDEN | ACII |
|---|---|---|
| Osaic Holdings, Inc. | $5K | $3.1M |
| AE Wealth Management LLC | $62K | $1.7M |
| JPMorgan Chase & Co | $306K | $1.0M |
| Morgan Stanley | $973K | $337K |
| Arax Advisory Partners | $104K | $81K |
| Global Retirement Partners, LLC | $12K | $5K |
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: EDEN institutional holders, ACII institutional holders.
Frequently asked questions
Do institutions hold both EDEN and ACII?
6 Form 13F filers report positions in both, out of 87 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%.