HGER vs BCI overlap
HGER and BCI overlap 7.8% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | HGER | BCI | Overlap |
|---|---|---|---|
| UST Bills 0% 08/13/2026 | 6.90% | 5.07% | 5.07% |
| Treasury BillB | 2.72% | 5.07% | 2.72% |
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: HGER, SEC Form N-PORT, July 31, 2026; BCI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | HGER | BCI |
|---|---|---|
| Wells Fargo & Company | $495.5M | $390.0M |
| Bank of America Corp. | $405.4M | $101.1M |
| JPMorgan Chase & Co | $369.2M | $10K |
| Northwestern Mutual Wealth Management Co | $91.6M | $89.1M |
| LPL Financial LLC | $94.9M | $5.9M |
| Raymond James Financial Inc. | $89.8M | $1.4M |
| Royal Bank of Canada | $23.6M | $44.1M |
| Morgan Stanley | $473K | $52.6M |
| HighTower Advisors, LLC | $39.8M | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $33.9M | $2.9M |
| Assetmark, Inc. | $32.3M | $7K |
| Commonwealth Equity Services, LLC | $30.5M | $1.7M |
| Envestnet Asset Management Inc. | $10.1M | $14.6M |
| Vident Advisory, LLC | $20.4M | $742K |
| Aprio Wealth Management, LLC | $19.4M | $431K |
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: HGER institutional holders, BCI institutional holders.
Frequently asked questions
How much do HGER and BCI overlap?
7.8% by weight, with 2 holdings in common, using holdings for HGER as of July 31, 2026 and BCI as of June 30, 2026. The largest shared position is UST BILLS 0% 08/13/2026.
Do institutions hold both HGER and BCI?
59 Form 13F filers report positions in both, out of 385 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%.