ILCG vs GARP overlap
ILCG and GARP overlap 49.0% by weight, across 109 shared holdings.
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Top shared holdings
| Holding | ILCG | GARP | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 7.22% | 4.44% | 4.44% |
| Nvidia Corp.NVDA | 14.99% | 4.16% | 4.16% |
| Broadcom Inc.AVGO | 5.77% | 3.96% | 3.96% |
| ELI Lilly & CoLLY | 2.93% | 3.73% | 2.93% |
| Alphabet Inc.-aGOOGL | 3.77% | 2.87% | 2.87% |
| Microsoft Corp.MSFT | 2.70% | 4.10% | 2.70% |
| ADV Micro DeviceAMD | 2.47% | 2.21% | 2.21% |
| Micron TechMU | 1.62% | 6.07% | 1.62% |
| Amazon.COM Inc.AMZN | 4.67% | 1.49% | 1.49% |
| META Platforms-aMETA | 1.41% | 3.35% | 1.41% |
| General ElectricGE | 1.20% | 2.13% | 1.20% |
| LAM ResearchLRCX | 1.17% | 3.78% | 1.17% |
| Netflix Inc.NFLX | 0.96% | 2.85% | 0.96% |
| VISA Inc.-Class aV | 0.96% | 3.72% | 0.96% |
| Alphabet Inc.-CGOOG | 3.04% | 0.91% | 0.91% |
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: ILCG, SEC Form N-PORT, July 31, 2026; GARP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ILCG | GARP |
|---|---|---|
| LPL Financial LLC | $147.2M | $321.3M |
| Morgan Stanley | $129.9M | $151.4M |
| Envestnet Asset Management Inc. | $119.6M | $45.0M |
| Bank of America Corp. | $48.6M | $104.9M |
| Cetera Investment Advisers | $81.3M | $55.7M |
| Raymond James Financial Inc. | $43.6M | $92.6M |
| Cambridge Investment Research Advisors, Inc. | $18.0M | $92.4M |
| MML Investors Services, LLC | $33.7M | $36.8M |
| Osaic Holdings, Inc. | $34.2M | $34.2M |
| Commonwealth Equity Services, LLC | $36.6M | $26.6M |
| Wealth Enhancement Advisory Services, LLC | $19.2M | $36.4M |
| JPMorgan Chase & Co | $52.3M | $1.8M |
| Creative Financial Designs Inc. | $1.8M | $33.3M |
| Northwestern Mutual Wealth Management Co | $7.0M | $26.9M |
| Independent Financial Group, LLC | $807K | $30.9M |
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: ILCG institutional holders, GARP institutional holders.
Frequently asked questions
How much do ILCG and GARP overlap?
49.0% by weight, with 109 holdings in common, using holdings for ILCG as of July 31, 2026 and GARP as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both ILCG and GARP?
77 Form 13F filers report positions in both, out of 450 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%.