INEQ vs DIEM overlap

INEQ and DIEM overlap 0.2% by weight, across 2 shared holdings.

INEQDIEM

Pick 2 to 4 ETFs.

0.2%

overlap by weight, across 2 shared holdings

INEQ0.5% of the fund is in shared holdings, of 100

DIEM0.2% of the fund is in shared holdings, of 544

Top shared holdings

Holding	INEQ	DIEM	Overlap
Yangzijiang ShipYZJSGD	0.35%	0.17%	0.17%
CHOW TAI FOOK JE1929	0.11%	0.05%	0.05%

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: INEQ, SEC Form N-PORT, July 31, 2026; DIEM, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 55 holding any

INEQ20.9% of its 13F dollars, 21.2% of its 33 holders

DIEM35.3% of its 13F dollars, 24.1% of its 29 holders

Largest institutions holding both

Firm	INEQ	DIEM
LPL Financial LLC	$5.7M	$14.6M
Cetera Investment Advisers	$4.6M	$492K
Jane Street Group, LLC	$675K	$1.8M
Osaic Holdings, Inc.	$77K	$1.3M
Morgan Stanley	$58	$253K
Integrated Wealth Concepts LLC	$3K	$121K
Wells Fargo & Company	$34	$33

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: INEQ institutional holders, DIEM institutional holders.

Frequently asked questions

How much do INEQ and DIEM overlap?

0.2% by weight, with 2 holdings in common, using holdings for INEQ as of July 31, 2026 and DIEM as of June 30, 2026. The largest shared position is YZJSGD.

Do institutions hold both INEQ and DIEM?

7 Form 13F filers report positions in both, out of 55 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%.