GSEW vs EQTY overlap
GSEW and EQTY overlap 5.8% by weight, across 30 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (GSEW: May 31, 2026, EQTY: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | GSEW | EQTY | Overlap |
|---|---|---|---|
| ADV Micro DeviceAMD | 0.24% | 1.40% | 0.24% |
| Arista NetworksANET | 0.22% | 1.78% | 0.22% |
| Waters Corp.WAT | 0.21% | 3.73% | 0.21% |
| Microsoft Corp.MSFT | 0.21% | 4.61% | 0.21% |
| Apple Inc.AAPL | 0.21% | 1.59% | 0.21% |
| Applied MaterialAMAT | 0.21% | 2.03% | 0.21% |
| Salesforce Inc.CRM | 0.21% | 2.34% | 0.21% |
| Philip Morris inPM | 0.21% | 4.07% | 0.21% |
| Danaher Corp.DHR | 0.20% | 3.22% | 0.20% |
| META Platforms-aMETA | 0.20% | 2.49% | 0.20% |
| Sunbelt RentalsSUNB | 0.20% | 3.07% | 0.20% |
| VISA Inc.-Class aV | 0.20% | 4.57% | 0.20% |
| AON PLC-Class aAON | 0.20% | 4.33% | 0.20% |
| Becton DickinsonBDX | 0.20% | 2.14% | 0.20% |
| Berkshire HATH-BBRK/B | 0.20% | 1.56% | 0.20% |
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: GSEW, SEC Form N-PORT, May 31, 2026; EQTY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | GSEW | EQTY |
|---|---|---|
| Focus Partners Wealth | $470K | $1.2B |
| Morgan Stanley | $84.8M | $133K |
| Northwestern Mutual Wealth Management Co | $29.6M | $224K |
| Envestnet Asset Management Inc. | $22.3M | $210K |
| Royal Bank of Canada | $11.2M | $4.4M |
| UBS Group AG | $12.5M | $44K |
| Osaic Holdings, Inc. | $7.8M | $7K |
| Bank of Montreal | $2.4M | $703K |
| JPMorgan Chase & Co | $2.3M | $324K |
| Stratos Wealth Advisors, LLC | $392K | $1.5M |
| Susquehanna International Group, LLP | $206K | $501K |
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: GSEW institutional holders, EQTY institutional holders.
Frequently asked questions
How much do GSEW and EQTY overlap?
5.8% by weight, with 30 holdings in common, using holdings for GSEW as of May 31, 2026 and EQTY as of July 31, 2026. The largest shared position is AMD.
Do institutions hold both GSEW and EQTY?
11 Form 13F filers report positions in both, out of 194 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%.