SH vs EQL overlap
SH and EQL 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: SH, SEC Form N-PORT, May 31, 2026; EQL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SH | EQL |
|---|---|---|
| Morgan Stanley | $82.1M | $42.2M |
| Bank of America Corp. | $228K | $85.9M |
| LPL Financial LLC | $5.1M | $16.7M |
| Cetera Investment Advisers | $5.1M | $7.9M |
| UBS Group AG | $6.5M | $6.2M |
| Royal Bank of Canada | $33K | $5.6M |
| Susquehanna International Group, LLP | $3.6M | $726K |
| Stratos Wealth Partners, LTD. | $1.4M | $2.4M |
| Envestnet Asset Management Inc. | $585K | $1.1M |
| Arax Advisory Partners | $686K | $30K |
| JPMorgan Chase & Co | $508K | $189K |
| Corient Private Wealth LP | $362K | $329K |
| Integrated Wealth Concepts LLC | $472K | $16K |
| Smartleaf Asset Management LLC | $46K | $66K |
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: SH institutional holders, EQL institutional holders.
Frequently asked questions
How much do SH and EQL overlap?
0.0% by weight, with 0 holdings in common, using holdings for SH as of May 31, 2026 and EQL as of May 31, 2026.
Do institutions hold both SH and EQL?
14 Form 13F filers report positions in both, out of 164 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%.