TPHD vs EQIN overlap
TPHD and EQIN overlap 14.3% by weight, across 28 shared holdings.
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Top shared holdings
| Holding | TPHD | EQIN | Overlap |
|---|---|---|---|
| Progressive Corp.PGR | 1.14% | 1.30% | 1.14% |
| General DynamicsGD | 1.25% | 1.09% | 1.09% |
| Phillips 66PSX | 0.90% | 0.90% | 0.90% |
| Illinois Tool WOITW | 1.19% | 0.87% | 0.87% |
| EOG ResourcesEOG | 0.94% | 0.83% | 0.83% |
| Valero EnergyVLO | 0.80% | 0.98% | 0.80% |
| ConocophillipsCOP | 0.74% | 1.55% | 0.74% |
| American ElectriAEP | 1.37% | 0.73% | 0.73% |
| CRH PLCCRH | 0.74% | 0.67% | 0.67% |
| Aflac Inc.AFL | 1.49% | 0.61% | 0.61% |
| Occidental PeteOXY | 0.63% | 0.60% | 0.60% |
| Ferguson EnterprFERG | 0.77% | 0.48% | 0.48% |
| CONS Edison Inc.ED | 1.43% | 0.42% | 0.42% |
| PUB SERV EnterpPEG | 1.27% | 0.40% | 0.40% |
| Kimberly-ClarkKMB | 1.06% | 0.38% | 0.38% |
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: TPHD, SEC Form N-PORT, June 30, 2026; EQIN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TPHD | EQIN |
|---|---|---|
| LPL Financial LLC | $26.1M | $68.9M |
| Ameriprise Financial Inc. | $4.1M | $31.2M |
| Raymond James Financial Inc. | $3.2M | $6.6M |
| Cetera Investment Advisers | $2.7M | $5.3M |
| NewEdge Advisors, LLC | $63K | $4.8M |
| Commonwealth Equity Services, LLC | $657K | $2.7M |
| Jones Financial Companies LLLP | $1.3M | $1.8M |
| Envestnet Asset Management Inc. | $2.3M | $408K |
| Osaic Holdings, Inc. | $674K | $1.6M |
| Goldman Sachs Group Inc. | $369K | $1.6M |
| IHT Wealth Management, LLC | $305K | $721K |
| JPMorgan Chase & Co | $20K | $876K |
| Ameritas Advisory Services, LLC | $212K | $294K |
| Royal Bank of Canada | $193K | $163K |
| Morgan Stanley | $104K | $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: TPHD institutional holders, EQIN institutional holders.
Frequently asked questions
How much do TPHD and EQIN overlap?
14.3% by weight, with 28 holdings in common, using holdings for TPHD as of June 30, 2026 and EQIN as of July 31, 2026. The largest shared position is PGR.
Do institutions hold both TPHD and EQIN?
19 Form 13F filers report positions in both, out of 121 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%.