LCR vs HGRO overlap
LCR and HGRO 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: LCR, SEC Form N-PORT, June 30, 2026; HGRO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LCR | HGRO |
|---|---|---|
| LPL Financial LLC | $2.5M | $8.4M |
| Osaic Holdings, Inc. | $3.0M | $31K |
| Envestnet Asset Management Inc. | $1.2M | $1.1M |
| Citadel Advisors LLC | $834K | $309K |
| Royal Bank of Canada | $403K | $84K |
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: LCR institutional holders, HGRO institutional holders.
Frequently asked questions
How much do LCR and HGRO overlap?
0.0% by weight, with 0 holdings in common, using holdings for LCR as of June 30, 2026 and HGRO as of July 31, 2026.
Do institutions hold both LCR and HGRO?
5 Form 13F filers report positions in both, out of 42 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%.