ISCG vs EZM overlap
ISCG and EZM overlap 38.6% by weight, across 332 shared holdings.
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Top shared holdings
| Holding | ISCG | EZM | Overlap |
|---|---|---|---|
| Sterling InfrastSTRL | 0.59% | 0.72% | 0.59% |
| Sitime Corp.SITM | 0.38% | 0.54% | 0.38% |
| Generac HoldingsGNRC | 0.38% | 0.36% | 0.36% |
| Coca-Cola ConsolCOKE | 0.34% | 0.34% | 0.34% |
| American AirlineAAL | 0.32% | 0.40% | 0.32% |
| Rambus Inc.RMBS | 0.32% | 0.46% | 0.32% |
| Ryder System Inc.R | 0.32% | 0.35% | 0.32% |
| Regal Rexnord CoRRX | 0.29% | 0.47% | 0.29% |
| Digitalocean HOLDOCN | 0.28% | 0.35% | 0.28% |
| ONTO InnovationONTO | 0.42% | 0.28% | 0.28% |
| HUT 8 Corp.HUT | 0.35% | 0.28% | 0.28% |
| Pinnacle FinanciPNFP | 0.27% | 0.51% | 0.27% |
| Element SolutionESI | 0.26% | 0.29% | 0.26% |
| Mueller INDSMLI | 0.26% | 0.34% | 0.26% |
| Hanover InsurancTHG | 0.26% | 0.27% | 0.26% |
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: ISCG, SEC Form N-PORT, July 31, 2026; EZM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ISCG | EZM |
|---|---|---|
| LPL Financial LLC | $45.3M | $33.8M |
| DAVENPORT & Co LLC | $406K | $67.4M |
| JPMorgan Chase & Co | $54.6M | $9.2M |
| Focus Partners Wealth | $59.8M | $300K |
| Bank of America Corp. | $18.1M | $35.2M |
| Morgan Stanley | $17.2M | $35.6M |
| UBS Group AG | $10.9M | $39.9M |
| Osaic Holdings, Inc. | $36.3M | $2.3M |
| Northwestern Mutual Wealth Management Co | $36.7M | $808K |
| Cetera Investment Advisers | $26.9M | $4.5M |
| Ameriprise Financial Inc. | $20.7M | $5.0M |
| Wells Fargo & Company | $10.1M | $8.7M |
| Raymond James Financial Inc. | $10.4M | $8.0M |
| IEQ Capital, LLC | $2.3M | $15.4M |
| Royal Bank of Canada | $3.7M | $10.7M |
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: ISCG institutional holders, EZM institutional holders.
Frequently asked questions
How much do ISCG and EZM overlap?
38.6% by weight, with 332 holdings in common, using holdings for ISCG as of July 31, 2026 and EZM as of June 30, 2026. The largest shared position is STRL.
Do institutions hold both ISCG and EZM?
56 Form 13F filers report positions in both, out of 296 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%.