GSLC vs DGRW overlap
GSLC and DGRW overlap 46.6% by weight, across 133 shared holdings.
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Top shared holdings
| Holding | GSLC | DGRW | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.87% | 7.94% | 7.87% |
| Microsoft Corp.MSFT | 4.87% | 5.74% | 4.87% |
| Apple Inc.AAPL | 7.00% | 3.86% | 3.86% |
| Broadcom Inc.AVGO | 2.84% | 2.34% | 2.34% |
| Alphabet Inc.-aGOOGL | 3.31% | 2.31% | 2.31% |
| META Platforms-aMETA | 2.14% | 2.97% | 2.14% |
| Alphabet Inc.-CGOOG | 1.89% | 2.31% | 1.89% |
| ELI Lilly & CoLLY | 1.17% | 1.53% | 1.17% |
| Walmart Inc.WMT | 0.84% | 0.93% | 0.84% |
| Johnson&JohnsonJNJ | 0.73% | 2.34% | 0.73% |
| LAM ResearchLRCX | 0.71% | 0.90% | 0.71% |
| VISA Inc.-Class aV | 0.70% | 1.41% | 0.70% |
| Exxon Mobil Corp.XOM | 0.62% | 1.59% | 0.62% |
| Mastercard Inc.-aMA | 0.61% | 0.59% | 0.59% |
| Cisco SystemsCSCO | 0.59% | 1.44% | 0.59% |
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: GSLC, SEC Form N-PORT, May 31, 2026; DGRW, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | GSLC | DGRW |
|---|---|---|
| Wells Fargo & Company | $3.9B | $156.1M |
| Morgan Stanley | $715.1M | $832.4M |
| LPL Financial LLC | $456.9M | $1.1B |
| Bank of America Corp. | $387.4M | $1.1B |
| PNC Financial Services Group, Inc. | $1.5M | $1.1B |
| Northwestern Mutual Wealth Management Co | $991.5M | $15.1M |
| Ameriprise Financial Inc. | $2.9M | $651.2M |
| Envestnet Asset Management Inc. | $451.5M | $188.1M |
| Raymond James Financial Inc. | $165.2M | $334.7M |
| Cetera Investment Advisers | $145.4M | $252.5M |
| UBS Group AG | $84.0M | $267.1M |
| HighTower Advisors, LLC | $60.3M | $259.9M |
| Goldman Sachs Group Inc. | $235.5M | $13.9M |
| Royal Bank of Canada | $91.4M | $146.0M |
| HB Wealth Management, LLC | $185.2M | $26.8M |
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: GSLC institutional holders, DGRW institutional holders.
Frequently asked questions
How much do GSLC and DGRW overlap?
46.6% by weight, with 133 holdings in common, using holdings for GSLC as of May 31, 2026 and DGRW as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both GSLC and DGRW?
295 Form 13F filers report positions in both, out of 1,130 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%.