PRIV vs LSGR overlap

PRIV and LSGR overlap 0.0% by weight, across 0 shared holdings.

PRIVLSGR

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

PRIV0.0% of the fund is in shared holdings, of 341

LSGR0.0% of the fund is in shared holdings, of 21

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: PRIV, SEC Form N-PORT, July 31, 2026; LSGR, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 83 holding any

PRIV0.3% of its 13F dollars, 14.8% of its 27 holders

LSGR0.3% of its 13F dollars, 6.7% of its 60 holders

Largest institutions holding both

Firm	PRIV	LSGR
Jane Street Group, LLC	$2.0M	$244K
Integrated Wealth Concepts LLC	$59K	$946K
Global Retirement Partners, LLC	$135K	$678K
Goldman Sachs Group Inc.	$497K	$267K

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: PRIV institutional holders, LSGR institutional holders.

Frequently asked questions

How much do PRIV and LSGR overlap?

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

Do institutions hold both PRIV and LSGR?

4 Form 13F filers report positions in both, out of 83 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%.