EQIN vs EDGU overlap

EQIN and EDGU overlap 0.0% by weight, across 0 shared holdings.

EQINEDGU

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

EQIN0.0% of the fund is in shared holdings, of 101

EDGU0.0% of the fund is in shared holdings, of 13

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: EQIN, SEC Form N-PORT, July 31, 2026; EDGU, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 70 holding any

EQIN47.2% of its 13F dollars, 10.2% of its 49 holders

EDGU27.3% of its 13F dollars, 19.2% of its 26 holders

Largest institutions holding both

Firm	EQIN	EDGU
LPL Financial LLC	$68.9M	$808K
Osaic Holdings, Inc.	$1.6M	$38.6M
Sowell Financial Services LLC	$9.9M	$302K
Envestnet Asset Management Inc.	$408K	$6.3M
Harbour Investments, Inc.	$34K	$73K

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: EQIN institutional holders, EDGU institutional holders.

Frequently asked questions

How much do EQIN and EDGU overlap?

0.0% by weight, with 0 holdings in common, using holdings for EQIN as of July 31, 2026 and EDGU as of June 30, 2026.

Do institutions hold both EQIN and EDGU?

5 Form 13F filers report positions in both, out of 70 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%.