HEEM vs BGGG overlap
HEEM and BGGG 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: HEEM, SEC Form N-PORT, May 31, 2026; BGGG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | HEEM | BGGG |
|---|---|---|
| Morgan Stanley | $18.4M | $408K |
| LPL Financial LLC | $3.3M | $225K |
| HighTower Advisors, LLC | $399K | $1.8M |
| UBS Group AG | $1.4M | $62K |
| Osaic Holdings, Inc. | $1.4M | $90K |
| Raymond James Financial Inc. | $682K | $325K |
| Citadel Advisors LLC | $211K | $571K |
| FMR LLC | $50K | $194K |
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: HEEM institutional holders, BGGG institutional holders.
Frequently asked questions
How much do HEEM and BGGG overlap?
0.0% by weight, with 0 holdings in common, using holdings for HEEM as of May 31, 2026 and BGGG as of June 30, 2026.
Do institutions hold both HEEM and BGGG?
8 Form 13F filers report positions in both, out of 73 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%.