MGC vs BBUS overlap
MGC and BBUS overlap 81.9% by weight, across 172 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (MGC: May 31, 2026, BBUS: July 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
| Holding | MGC | BBUS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 9.10% | 7.30% | 7.30% |
| Apple Inc.AAPL | 8.55% | 7.03% | 7.03% |
| Microsoft Corp.MSFT | 6.24% | 5.36% | 5.36% |
| Amazon.COM Inc.AMZN | 4.88% | 4.14% | 4.14% |
| Alphabet Inc.-aGOOGL | 4.13% | 3.23% | 3.23% |
| Broadcom Inc.AVGO | 3.95% | 2.81% | 2.81% |
| Alphabet Inc.-CGOOG | 3.25% | 2.61% | 2.61% |
| META Platforms-aMETA | 2.58% | 1.89% | 1.89% |
| Berkshire HATH-BBRK/B | 1.53% | 1.47% | 1.47% |
| Micron TechMU | 2.04% | 1.44% | 1.44% |
| ELI Lilly & CoLLY | 1.75% | 1.43% | 1.43% |
| JPMorgan ChaseJPM | 1.41% | 1.47% | 1.41% |
| Tesla Inc.TSLA | 2.29% | 1.36% | 1.36% |
| ADV Micro DeviceAMD | 1.57% | 1.20% | 1.20% |
| Exxon Mobil Corp.XOM | 1.13% | 1.00% | 1.00% |
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: MGC, SEC Form N-PORT, May 31, 2026; BBUS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MGC | BBUS |
|---|---|---|
| Envestnet Asset Management Inc. | $922.1M | $306.8M |
| JPMorgan Chase & Co | $20.2M | $880.8M |
| Morgan Stanley | $161.2M | $492.5M |
| LPL Financial LLC | $122.1M | $525.1M |
| Janney Montgomery Scott LLC | $13.7M | $484.2M |
| Bank of America Corp. | $418.6M | $3.1M |
| Vestmark Advisory Solutions, Inc. | $794K | $242.0M |
| Cambridge Investment Research Advisors, Inc. | $50.3M | $155.1M |
| Raymond James Financial Inc. | $94.0M | $79.8M |
| Cetera Investment Advisers | $81.9M | $77.5M |
| Wells Fargo & Company | $156.2M | $723K |
| UBS Group AG | $125.8M | $1.8M |
| Ameriprise Financial Inc. | $99.8M | $24.6M |
| Osaic Holdings, Inc. | $28.0M | $62.2M |
| Integrated Wealth Concepts LLC | $1.5M | $83.7M |
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: MGC institutional holders, BBUS institutional holders.
Frequently asked questions
How much do MGC and BBUS overlap?
81.9% by weight, with 172 holdings in common, using holdings for MGC as of May 31, 2026 and BBUS as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both MGC and BBUS?
120 Form 13F filers report positions in both, out of 639 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%.