SPGP vs EQTY overlap
SPGP and EQTY overlap 7.8% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPGP | EQTY | Overlap |
|---|---|---|---|
| Arista NetworksANET | 1.96% | 1.78% | 1.78% |
| META Platforms-aMETA | 1.49% | 2.49% | 1.49% |
| Berkshire HATH-BBRK/B | 1.22% | 1.56% | 1.22% |
| Alphabet Inc.-CGOOG | 1.21% | 4.19% | 1.21% |
| Microsoft Corp.MSFT | 1.12% | 4.61% | 1.12% |
| VISA Inc.-Class aV | 1.01% | 4.57% | 1.01% |
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: SPGP, SEC Form N-PORT, July 31, 2026; EQTY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPGP | EQTY |
|---|---|---|
| Morgan Stanley | $210.0M | $133K |
| Northwestern Mutual Wealth Management Co | $31.6M | $224K |
| Royal Bank of Canada | $14.8M | $4.4M |
| Osaic Holdings, Inc. | $16.8M | $7K |
| UBS Group AG | $15.3M | $44K |
| Envestnet Asset Management Inc. | $9.6M | $210K |
| MML Investors Services, LLC | $4.5M | $3.1M |
| JPMorgan Chase & Co | $4.5M | $324K |
| Citadel Advisors LLC | $3.9M | $326K |
| HRT Financial LP | $736K | $1.2M |
| GTS Securities LLC | $731K | $562K |
| Susquehanna International Group, LLP | $582K | $501K |
| Northern Trust Corp. | $790K | $255K |
| Bank of Montreal | $97K | $703K |
| Darwin Wealth Management, LLC | $291K | $25K |
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: SPGP institutional holders, EQTY institutional holders.
Frequently asked questions
How much do SPGP and EQTY overlap?
7.8% by weight, with 6 holdings in common, using holdings for SPGP as of July 31, 2026 and EQTY as of July 31, 2026. The largest shared position is ANET.
Do institutions hold both SPGP and EQTY?
16 Form 13F filers report positions in both, out of 311 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%.