SEPQ vs MINN overlap

SEPQ and MINN overlap 0.0% by weight, across 0 shared holdings.

SEPQMINN

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SEPQ0.0% of the fund is in shared holdings, of 102

MINN0.0% of the fund is in shared holdings, of 126

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: SEPQ, SEC Form N-PORT, June 30, 2026; MINN, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 36 holding any

SEPQ1.7% of its 13F dollars, 15.8% of its 19 holders

MINN2.3% of its 13F dollars, 15.0% of its 20 holders

Largest institutions holding both

Firm	SEPQ	MINN
Commonwealth Equity Services, LLC	$321K	$352K
Morgan Stanley	$29	$90K
UBS Group AG	$13K	$3K

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: SEPQ institutional holders, MINN institutional holders.

Frequently asked questions

How much do SEPQ and MINN overlap?

0.0% by weight, with 0 holdings in common, using holdings for SEPQ as of June 30, 2026 and MINN as of June 30, 2026.

Do institutions hold both SEPQ and MINN?

3 Form 13F filers report positions in both, out of 36 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%.