TBG vs EQIN overlap
TBG and EQIN overlap 20.4% by weight, across 11 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TBG | EQIN | Overlap |
|---|---|---|---|
| Chevron Corp.CVX | 3.70% | 4.12% | 3.70% |
| Procter & GamblePG | 3.53% | 3.55% | 3.53% |
| Unitedhealth GRPUNH | 2.67% | 3.97% | 2.67% |
| JPMorgan ChaseJPM | 2.10% | 4.95% | 2.10% |
| Verizon CommunicVZ | 3.77% | 2.06% | 2.06% |
| Exxon Mobil Corp.XOM | 1.79% | 4.13% | 1.79% |
| Lockheed MartinLMT | 2.08% | 1.42% | 1.42% |
| IBMIBM | 1.33% | 2.22% | 1.33% |
| Illinois Tool WOITW | 1.64% | 0.87% | 0.87% |
| American ElectriAEP | 2.95% | 0.73% | 0.73% |
| General Mills inGIS | 2.98% | 0.20% | 0.20% |
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: TBG, SEC Form N-PORT, July 31, 2026; EQIN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TBG | EQIN |
|---|---|---|
| Stifel Financial Corp. | $2.1M | $10.9M |
| Cetera Investment Advisers | $288K | $5.3M |
| Commonwealth Equity Services, LLC | $1.6M | $2.7M |
| JPMorgan Chase & Co | $14K | $876K |
| Envestnet Asset Management Inc. | $242K | $408K |
| Susquehanna International Group, LLP | $303K | $218K |
| Morgan Stanley | $4K | $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: TBG institutional holders, EQIN institutional holders.
Frequently asked questions
How much do TBG and EQIN overlap?
20.4% by weight, with 11 holdings in common, using holdings for TBG as of July 31, 2026 and EQIN as of July 31, 2026. The largest shared position is CVX.
Do institutions hold both TBG and EQIN?
7 Form 13F filers report positions in both, out of 70 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%.