SGRT vs PEXL overlap
SGRT and PEXL overlap 7.0% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SGRT | PEXL | Overlap |
|---|---|---|---|
| ADV Micro DeviceAMD | 3.43% | 4.83% | 3.43% |
| Western DigitalWDC | 11.32% | 1.54% | 1.54% |
| Analog DevicesADI | 1.42% | 1.47% | 1.42% |
| Teradyne Inc.TER | 3.30% | 0.47% | 0.47% |
| Lattice SemicondLSCC | 2.58% | 0.14% | 0.14% |
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: SGRT, SEC Form N-PORT, June 30, 2026; PEXL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SGRT | PEXL |
|---|---|---|
| Morgan Stanley | $7K | $1K |
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: SGRT institutional holders, PEXL institutional holders.
Frequently asked questions
How much do SGRT and PEXL overlap?
7.0% by weight, with 5 holdings in common, using holdings for SGRT as of June 30, 2026 and PEXL as of July 31, 2026. The largest shared position is AMD.
Do institutions hold both SGRT and PEXL?
1 Form 13F filers report positions in both, out of 38 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%.