SAGP vs FINX overlap

SAGP and FINX overlap 0.5% by weight, across 2 shared holdings.

SAGPFINX

Pick 2 to 4 ETFs.

0.5%

overlap by weight, across 2 shared holdings

SAGP0.5% of the fund is in shared holdings, of 100

FINX2.0% of the fund is in shared holdings, of 74

Top shared holdings

Holding	SAGP	FINX	Overlap
Sezzle Inc.SEZL	0.28%	0.71%	0.28%
Healthequity Inc.HQY	0.20%	1.33%	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: SAGP, SEC Form N-PORT, June 30, 2026; FINX, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 89 holding any

SAGP9.2% of its 13F dollars, 41.2% of its 17 holders

FINX14.1% of its 13F dollars, 8.9% of its 79 holders

Largest institutions holding both

Firm	SAGP	FINX
Bank of America Corp.	$532K	$5.2M
Archford Capital Strategies, LLC	$4.0M	$591K
Jane Street Group, LLC	$449K	$908K
Jones Financial Companies LLLP	$5K	$847K
Osaic Holdings, Inc.	$13	$232K
US Bancorp	$3K	$42K
Parallel Advisors, LLC	$18K	$7K

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: SAGP institutional holders, FINX institutional holders.

Frequently asked questions

How much do SAGP and FINX overlap?

0.5% by weight, with 2 holdings in common, using holdings for SAGP as of June 30, 2026 and FINX as of May 31, 2026. The largest shared position is SEZL.

Do institutions hold both SAGP and FINX?

7 Form 13F filers report positions in both, out of 89 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%.