XC vs SAGP overlap

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

XCSAGP

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

SAGP0.0% 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; SAGP, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 45 holding any

XC0.0% of its 13F dollars, 3.5% of its 29 holders

SAGP0.0% of its 13F dollars, 5.9% of its 17 holders

Largest institutions holding both

Firm	XC	SAGP
Osaic Holdings, Inc.	$4K	$13

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, SAGP institutional holders.

Frequently asked questions

How much do XC and SAGP overlap?

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

Do institutions hold both XC and SAGP?

1 Form 13F filers report positions in both, out of 45 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%.