EPI vs DGS overlap
EPI and DGS overlap 6.2% by weight, across 162 shared holdings.
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Top shared holdings
| Holding | EPI | DGS | Overlap |
|---|---|---|---|
| National AluminNACL | 0.48% | 0.63% | 0.48% |
| Redington Ltd.REDI | 0.34% | 0.28% | 0.28% |
| Great Eastern SHGESCO | 0.60% | 0.26% | 0.26% |
| CESC Ltd.CESC | 0.22% | 0.22% | 0.22% |
| Arvind Ltd.ARVND | 0.14% | 0.20% | 0.14% |
| Karur Vysya BankKVB | 0.25% | 0.14% | 0.14% |
| Welspun Corp. Ltd.WLCO | 0.14% | 0.12% | 0.12% |
| APAR IndustriesAPR | 0.15% | 0.11% | 0.11% |
| Gujarat NARM VLYGNFC | 0.11% | 0.12% | 0.11% |
| Mahanagar Gas LTMAHGL | 0.10% | 0.10% | 0.10% |
| Apollo Tyres Ltd.APTY | 0.10% | 0.11% | 0.10% |
| Castrol IndiaCSTRL | 0.09% | 0.11% | 0.09% |
| NLC India Ltd.NLC | 0.09% | 0.11% | 0.09% |
| Karnataka BankKBL | 0.10% | 0.08% | 0.08% |
| Gujarat Gas Ltd.GUJGA | 0.09% | 0.08% | 0.08% |
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: EPI, SEC Form N-PORT, June 30, 2026; DGS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | EPI | DGS |
|---|---|---|
| Creative Planning | $1.2M | $256.3M |
| Morgan Stanley | $111.0M | $36.8M |
| Bank of America Corp. | $43.6M | $83.9M |
| LPL Financial LLC | $50.6M | $26.1M |
| Old Mission Capital LLC | $20.5M | $21.5M |
| National Bank of Canada | $32K | $39.7M |
| Raymond James Financial Inc. | $15.2M | $21.8M |
| JPMorgan Chase & Co | $35.7M | $183K |
| Wells Fargo & Company | $18.9M | $16.9M |
| HighTower Advisors, LLC | $304K | $34.1M |
| Envestnet Asset Management Inc. | $3.9M | $29.9M |
| Ameriprise Financial Inc. | $22.0M | $9.9M |
| Fifth Third Bancorp | $586K | $24.5M |
| Osaic Holdings, Inc. | $804K | $24.0M |
| UBS Group AG | $15.0M | $8.0M |
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: EPI institutional holders, DGS institutional holders.
Frequently asked questions
How much do EPI and DGS overlap?
6.2% by weight, with 162 holdings in common, using holdings for EPI as of June 30, 2026 and DGS as of June 30, 2026. The largest shared position is NACL.
Do institutions hold both EPI and DGS?
93 Form 13F filers report positions in both, out of 411 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%.