SAGP vs INEQ overlap

SAGP and INEQ overlap 1.7% by weight, across 2 shared holdings.

SAGPINEQ

Pick 2 to 4 ETFs.

1.7%

overlap by weight, across 2 shared holdings

SAGP3.2% of the fund is in shared holdings, of 100

INEQ1.7% of the fund is in shared holdings, of 100

Top shared holdings

Holding	SAGP	INEQ	Overlap
Otsuka Holdings4578	1.62%	1.25%	1.25%
Fresenius MedicaFME	1.59%	0.43%	0.43%

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; INEQ, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 47 holding any

SAGP34.5% of its 13F dollars, 17.6% of its 17 holders

INEQ4.3% of its 13F dollars, 9.1% of its 33 holders

Largest institutions holding both

Firm	SAGP	INEQ
Envestnet Asset Management Inc.	$18.6M	$1.5M
Jane Street Group, LLC	$449K	$675K
Osaic Holdings, Inc.	$13	$77K

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, INEQ institutional holders.

Frequently asked questions

How much do SAGP and INEQ overlap?

1.7% by weight, with 2 holdings in common, using holdings for SAGP as of June 30, 2026 and INEQ as of July 31, 2026. The largest shared position is 4578.

Do institutions hold both SAGP and INEQ?

3 Form 13F filers report positions in both, out of 47 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%.