ISHG vs BUG overlap
ISHG and BUG overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (ISHG: July 31, 2026, BUG: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: ISHG, SEC Form N-PORT, July 31, 2026; BUG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ISHG | BUG |
|---|---|---|
| Envestnet Asset Management Inc. | $56.0M | $4.0M |
| LPL Financial LLC | $12.7M | $46.0M |
| NewEdge Wealth, LLC | $53.6M | $309K |
| Morgan Stanley | $11.6M | $34.4M |
| Royal Bank of Canada | $25.6M | $9.9M |
| Raymond James Financial Inc. | $18.9M | $8.8M |
| UBS Group AG | $7.1M | $17.5M |
| Bank of America Corp. | $5.7M | $15.3M |
| Mercer Global Advisors Inc. | $17.5M | $204K |
| Northwestern Mutual Wealth Management Co | $58K | $10.0M |
| Cetera Investment Advisers | $612K | $8.9M |
| Beacon Pointe Advisors, LLC | $7.4M | $1.5M |
| Cresset Asset Management, LLC | $4.9M | $3.6M |
| Osaic Holdings, Inc. | $1.2M | $6.3M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $6.4M |
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: ISHG institutional holders, BUG institutional holders.
Frequently asked questions
How much do ISHG and BUG overlap?
0.0% by weight, with 0 holdings in common, using holdings for ISHG as of July 31, 2026 and BUG as of May 31, 2026.
Do institutions hold both ISHG and BUG?
47 Form 13F filers report positions in both, out of 291 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%.