GPIX vs APUE overlap
GPIX and APUE overlap 78.9% by weight, across 388 shared holdings.
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Top shared holdings
| Holding | GPIX | APUE | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.31% | 6.85% | 6.85% |
| Apple Inc.AAPL | 6.45% | 6.42% | 6.42% |
| Microsoft Corp.MSFT | 3.89% | 4.70% | 3.89% |
| Amazon.COM Inc.AMZN | 3.38% | 3.66% | 3.38% |
| Alphabet Inc.-aGOOGL | 4.35% | 3.17% | 3.17% |
| Broadcom Inc.AVGO | 2.79% | 2.98% | 2.79% |
| Tesla Inc.TSLA | 1.88% | 1.73% | 1.73% |
| META Platforms-aMETA | 1.67% | 1.93% | 1.67% |
| Micron TechMU | 2.02% | 1.56% | 1.56% |
| Alphabet Inc.-CGOOG | 1.46% | 2.50% | 1.46% |
| ELI Lilly & CoLLY | 1.48% | 1.32% | 1.32% |
| JPMorgan ChaseJPM | 1.36% | 1.19% | 1.19% |
| ADV Micro DeviceAMD | 1.48% | 1.19% | 1.19% |
| Exxon Mobil Corp.XOM | 0.96% | 0.90% | 0.90% |
| Johnson&JohnsonJNJ | 0.95% | 0.86% | 0.86% |
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: GPIX, SEC Form N-PORT, June 30, 2026; APUE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | GPIX | APUE |
|---|---|---|
| Envestnet Asset Management Inc. | $39.0M | $1.2B |
| Envestnet Portfolio Solutions, Inc. | $955K | $1.1B |
| LPL Financial LLC | $337.6M | $95.3M |
| Principal Securities, Inc. | $369K | $68.6M |
| Commonwealth Equity Services, LLC | $54.1M | $1.2M |
| MML Investors Services, LLC | $5.5M | $42.6M |
| Cetera Investment Advisers | $24.2M | $22.4M |
| Modern Wealth Management, LLC | $44.9M | $413K |
| UBS Group AG | $41.3M | $20K |
| Osaic Holdings, Inc. | $22.2M | $18.7M |
| Royal Bank of Canada | $30.4M | $140K |
| B. Riley Wealth Advisors, Inc. | $571K | $23.4M |
| &Partners | $1.6M | $20.6M |
| MGO One Seven LLC | $12.6M | $233K |
| Truist Financial Corp. | $12.0M | $227K |
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: GPIX institutional holders, APUE institutional holders.
Frequently asked questions
How much do GPIX and APUE overlap?
78.9% by weight, with 388 holdings in common, using holdings for GPIX as of June 30, 2026 and APUE as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both GPIX and APUE?
31 Form 13F filers report positions in both, out of 387 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%.