EGGQ vs AFSM overlap

EGGQ and AFSM overlap 2.9% by weight, across 2 shared holdings.

EGGQAFSM

Pick 2 to 4 ETFs.

2.9%

overlap by weight, across 2 shared holdings

EGGQ12.9% of the fund is in shared holdings, of 18

AFSM2.9% of the fund is in shared holdings, of 331

Top shared holdings

Holding	EGGQ	AFSM	Overlap
Bloom Energy C-aBE	8.57%	1.90%	1.90%
Credo TechnologyCRDO	4.30%	0.97%	0.97%

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: EGGQ, SEC Form N-PORT, May 31, 2026; AFSM, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 40 holding any

EGGQ0.8% of its 13F dollars, 33.3% of its 3 holders

AFSM1.8% of its 13F dollars, 2.6% of its 38 holders

Largest institutions holding both

Firm	EGGQ	AFSM
Susquehanna International Group, LLP	$742K	$1.6M

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: EGGQ institutional holders, AFSM institutional holders.

Frequently asked questions

How much do EGGQ and AFSM overlap?

2.9% by weight, with 2 holdings in common, using holdings for EGGQ as of May 31, 2026 and AFSM as of May 31, 2026. The largest shared position is BE.

Do institutions hold both EGGQ and AFSM?

1 Form 13F filers report positions in both, out of 40 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%.