SFGV vs EPI overlap
SFGV and EPI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: SFGV, SEC Form N-PORT, May 29, 2026; EPI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SFGV | EPI |
|---|---|---|
| BlackRock, Inc. | $1.1M | $15.4M |
| UBS Group AG | $3K | $15.0M |
| Susquehanna International Group, LLP | $255K | $14.4M |
| Royal Bank of Canada | $164K | $11.1M |
| Mariner, LLC | $569K | $2.8M |
| Mercer Global Advisors Inc. | $1.4M | $874K |
| Osaic Holdings, Inc. | $321K | $804K |
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: SFGV institutional holders, EPI institutional holders.
Frequently asked questions
How much do SFGV and EPI overlap?
0.0% by weight, with 0 holdings in common, using holdings for SFGV as of May 29, 2026 and EPI as of June 30, 2026.
Do institutions hold both SFGV and EPI?
7 Form 13F filers report positions in both, out of 255 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%.