LGRO vs ASCE overlap

LGRO and ASCE overlap 0.9% by weight, across 1 shared holdings.

LGROASCE

Pick 2 to 4 ETFs.

0.9%

overlap by weight, across 1 shared holdings

LGRO0.9% of the fund is in shared holdings, of 48

ASCE1.3% of the fund is in shared holdings, of 55

Top shared holdings

Holding	LGRO	ASCE	Overlap
Pultegroup Inc.PHM	0.88%	1.31%	0.88%

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: LGRO, SEC Form N-PORT, May 31, 2026; ASCE, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 31 holding any

LGRO0.0% of its 13F dollars, 33.3% of its 6 holders

ASCE0.1% of its 13F dollars, 7.4% of its 27 holders

Largest institutions holding both

Firm	LGRO	ASCE
JPMorgan Chase & Co	$518	$62K
UBS Group AG	$42K	$6K

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: LGRO institutional holders, ASCE institutional holders.

Frequently asked questions

How much do LGRO and ASCE overlap?

0.9% by weight, with 1 holdings in common, using holdings for LGRO as of May 31, 2026 and ASCE as of June 30, 2026. The largest shared position is PHM.

Do institutions hold both LGRO and ASCE?

2 Form 13F filers report positions in both, out of 31 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%.