FLRG vs EQIN overlap
FLRG and EQIN overlap 13.7% by weight, across 22 shared holdings.
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Top shared holdings
| Holding | FLRG | EQIN | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 1.68% | 4.13% | 1.68% |
| Philip Morris inPM | 1.13% | 3.14% | 1.13% |
| Automatic DataADP | 1.12% | 1.12% | 1.12% |
| Procter & GamblePG | 1.09% | 3.55% | 1.09% |
| Booking HoldingsBKNG | 1.07% | 1.58% | 1.07% |
| General DynamicsGD | 1.06% | 1.09% | 1.06% |
| Lockheed MartinLMT | 0.99% | 1.42% | 0.99% |
| DELL Techn-CDELL | 0.86% | 1.29% | 0.86% |
| Travelers COS inTRV | 1.09% | 0.84% | 0.84% |
| IBMIBM | 0.46% | 2.22% | 0.46% |
| Verizon CommunicVZ | 0.44% | 2.06% | 0.44% |
| Qualcomm Inc.QCOM | 0.43% | 1.64% | 0.43% |
| Hartford InsuranHIG | 0.83% | 0.41% | 0.41% |
| Kimberly-ClarkKMB | 0.76% | 0.38% | 0.38% |
| Intuit Inc.INTU | 0.27% | 0.90% | 0.27% |
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: FLRG, SEC Form N-PORT, July 31, 2026; EQIN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FLRG | EQIN |
|---|---|---|
| LPL Financial LLC | $560K | $68.9M |
| Commonwealth Equity Services, LLC | $29.7M | $2.7M |
| Wealth Enhancement Advisory Services, LLC | $7.4M | $1.5M |
| Raymond James Financial Inc. | $1.2M | $6.6M |
| Cetera Investment Advisers | $389K | $5.3M |
| Osaic Holdings, Inc. | $1.5M | $1.6M |
| Goldman Sachs Group Inc. | $1.2M | $1.6M |
| Citadel Advisors LLC | $1.9M | $365K |
| Susquehanna International Group, LLP | $1.5M | $218K |
| JPMorgan Chase & Co | $392K | $876K |
| FMR LLC | $944K | $26K |
| Morgan Stanley | $521K | $3K |
| Harbour Investments, Inc. | $59K | $34K |
| Wells Fargo & Company | $10K | $44K |
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: FLRG institutional holders, EQIN institutional holders.
Frequently asked questions
How much do FLRG and EQIN overlap?
13.7% by weight, with 22 holdings in common, using holdings for FLRG as of July 31, 2026 and EQIN as of July 31, 2026. The largest shared position is XOM.
Do institutions hold both FLRG and EQIN?
14 Form 13F filers report positions in both, out of 82 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%.