SEA vs IPOS overlap

SEA and IPOS overlap 3.6% by weight, across 2 shared holdings.

SEAIPOS

Pick 2 to 4 ETFs.

3.6%

overlap by weight, across 2 shared holdings

SEA6.2% of the fund is in shared holdings, of 29

IPOS4.0% of the fund is in shared holdings, of 48

Top shared holdings

Holding	SEA	IPOS	Overlap
J&T Global Expre1519	3.12%	3.50%	3.12%
SF Holdings Co6936	3.05%	0.52%	0.52%

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: SEA, SEC Form N-PORT, June 30, 2026; IPOS, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 17 holding any

SEA40.1% of its 13F dollars, 50.0% of its 12 holders

IPOS16.5% of its 13F dollars, 54.5% of its 11 holders

Largest institutions holding both

Firm	SEA	IPOS
Citadel Advisors LLC	$1.4M	$334K
Jane Street Group, LLC	$459K	$279K
CoreCap Advisors, LLC	$221K	$206K
Osaic Holdings, Inc.	$12K	$23K
UBS Group AG	$29K	$5K
Morgan Stanley	$27	$56

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: SEA institutional holders, IPOS institutional holders.

Frequently asked questions

How much do SEA and IPOS overlap?

3.6% by weight, with 2 holdings in common, using holdings for SEA as of June 30, 2026 and IPOS as of June 30, 2026. The largest shared position is 1519.

Do institutions hold both SEA and IPOS?

6 Form 13F filers report positions in both, out of 17 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%.