XC vs INEQ overlap

XC and INEQ overlap 0.0% by weight, across 0 shared holdings.

XCINEQ

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

XC0.0% of the fund is in shared holdings, of 513

INEQ0.0% of the fund is in shared holdings, of 100

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: XC, SEC Form N-PORT, June 30, 2026; INEQ, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 54 holding any

XC23.0% of its 13F dollars, 27.6% of its 29 holders

INEQ50.3% of its 13F dollars, 24.2% of its 33 holders

Largest institutions holding both

Firm	XC	INEQ
Private Advisor Group, LLC	$258K	$16.0M
LPL Financial LLC	$6.6M	$5.7M
Cetera Investment Advisers	$1.0M	$4.6M
Noble Wealth Management PBC	$4.0M	$19K
Legacy Financial Advisors, Inc.	$702K	$251K
Farther Finance Advisors, LLC	$108K	$77K
Osaic Holdings, Inc.	$4K	$77K
Morgan Stanley	$37	$58

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: XC institutional holders, INEQ institutional holders.

Frequently asked questions

How much do XC and INEQ overlap?

0.0% by weight, with 0 holdings in common, using holdings for XC as of June 30, 2026 and INEQ as of July 31, 2026.

Do institutions hold both XC and INEQ?

8 Form 13F filers report positions in both, out of 54 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%.