LRGC vs BGIG overlap
LRGC and BGIG overlap 18.0% by weight, across 11 shared holdings.
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Top shared holdings
| Holding | LRGC | BGIG | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 3.97% | 4.87% | 3.97% |
| Microsoft Corp.MSFT | 6.08% | 3.39% | 3.39% |
| Unitedhealth GRPUNH | 1.64% | 4.84% | 1.64% |
| Eaton Corp. PLCETN | 1.61% | 1.61% | 1.61% |
| Taiwan Semic-ADRTSM | 1.50% | 4.05% | 1.50% |
| RTX Corp.RTX | 1.48% | 1.39% | 1.39% |
| Cisco SystemsCSCO | 1.26% | 2.80% | 1.26% |
| Exxon Mobil Corp.XOM | 1.42% | 1.10% | 1.10% |
| ELI Lilly & CoLLY | 0.89% | 4.44% | 0.89% |
| Home Depot Inc.HD | 0.66% | 2.00% | 0.66% |
| Linde PLCLIN | 0.98% | 0.57% | 0.57% |
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: LRGC, SEC Form N-PORT, May 31, 2026; BGIG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LRGC | BGIG |
|---|---|---|
| Bank of America Corp. | $2.1M | $447.6M |
| Morgan Stanley | $213K | $280.9M |
| LPL Financial LLC | $66.0M | $20.5M |
| Raymond James Financial Inc. | $6.1M | $45.9M |
| Envestnet Asset Management Inc. | $6.9M | $26.6M |
| Royal Bank of Canada | $72K | $15.6M |
| Cambridge Investment Research Advisors, Inc. | $4.7M | $5.9M |
| Cetera Investment Advisers | $374K | $2.7M |
| MGO One Seven LLC | $459K | $2.4M |
| Citadel Advisors LLC | $430K | $1.9M |
| Commonwealth Equity Services, LLC | $821K | $1.4M |
| Private Advisor Group, LLC | $539K | $811K |
| Osaic Holdings, Inc. | $27K | $531K |
| NewEdge Advisors, LLC | $5K | $210K |
| Integrated Wealth Concepts LLC | $5K | $83K |
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: LRGC institutional holders, BGIG institutional holders.
Frequently asked questions
How much do LRGC and BGIG overlap?
18.0% by weight, with 11 holdings in common, using holdings for LRGC as of May 31, 2026 and BGIG as of June 30, 2026. The largest shared position is AVGO.
Do institutions hold both LRGC and BGIG?
16 Form 13F filers report positions in both, out of 114 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%.