LFEQ vs HFEQ overlap

LFEQ and HFEQ overlap 0.0% by weight, across 0 shared holdings.

LFEQHFEQ

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

LFEQ0.0% of the fund is in shared holdings, of 1

HFEQ0.0% of the fund is in shared holdings, of 10

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: LFEQ, SEC Form N-PORT, June 30, 2026; HFEQ, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 22 holding any

LFEQ3.7% of its 13F dollars, 13.3% of its 15 holders

HFEQ4.8% of its 13F dollars, 22.2% of its 9 holders

Largest institutions holding both

Firm	LFEQ	HFEQ
Focus Partners Advisor Solutions, LLC	$431K	$611K
UBS Group AG	$47K	$15K

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: LFEQ institutional holders, HFEQ institutional holders.

Frequently asked questions

How much do LFEQ and HFEQ overlap?

0.0% by weight, with 0 holdings in common, using holdings for LFEQ as of June 30, 2026 and HFEQ as of May 31, 2026.

Do institutions hold both LFEQ and HFEQ?

2 Form 13F filers report positions in both, out of 22 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%.