EDGF vs BBAG overlap
EDGF and BBAG overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: EDGF, SEC Form N-PORT, June 30, 2026; BBAG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | EDGF | BBAG |
|---|---|---|
| Osaic Holdings, Inc. | $125.2M | $2.6M |
| LPL Financial LLC | $2.0M | $34.2M |
| Envestnet Asset Management Inc. | $24.4M | $10.5M |
| Citadel Advisors LLC | $2.1M | $5.1M |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $3.1M |
| Susquehanna International Group, LLP | $307K | $1.6M |
| Ashton Thomas Private Wealth, LLC | $1.4M | $9K |
| Atria Investments, Inc | $395K | $230K |
| Jane Street Group, LLC | $288K | $334K |
| Harbour Investments, Inc. | $345K | $46 |
| UBS Group AG | $14K | $18K |
| Assetmark, Inc. | $4K | $827 |
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: EDGF institutional holders, BBAG institutional holders.
Frequently asked questions
How much do EDGF and BBAG overlap?
0.0% by weight, with 0 holdings in common, using holdings for EDGF as of June 30, 2026 and BBAG as of May 31, 2026.
Do institutions hold both EDGF and BBAG?
12 Form 13F filers report positions in both, out of 130 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%.