MSLC vs LRGF overlap
MSLC and LRGF overlap 61.4% by weight, across 264 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (MSLC: May 31, 2026, LRGF: 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 | MSLC | LRGF | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.61% | 7.07% | 6.61% |
| Apple Inc.AAPL | 4.87% | 6.54% | 4.87% |
| Microsoft Corp.MSFT | 4.98% | 4.86% | 4.86% |
| Amazon.COM Inc.AMZN | 4.46% | 3.40% | 3.40% |
| Broadcom Inc.AVGO | 2.87% | 2.97% | 2.87% |
| Alphabet Inc.-CGOOG | 2.14% | 4.25% | 2.14% |
| META Platforms-aMETA | 2.33% | 1.69% | 1.69% |
| JPMorgan ChaseJPM | 1.37% | 1.60% | 1.37% |
| VISA Inc.-Class aV | 1.23% | 1.26% | 1.23% |
| Micron TechMU | 1.76% | 1.20% | 1.20% |
| Alphabet Inc.-aGOOGL | 3.45% | 1.02% | 1.02% |
| Tesla Inc.TSLA | 1.32% | 1.00% | 1.00% |
| Exxon Mobil Corp.XOM | 0.95% | 1.00% | 0.95% |
| ELI Lilly & CoLLY | 0.86% | 1.20% | 0.86% |
| ADV Micro DeviceAMD | 0.81% | 0.84% | 0.81% |
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: MSLC, SEC Form N-PORT, May 31, 2026; LRGF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MSLC | LRGF |
|---|---|---|
| Morgan Stanley | $2.8B | $38.8M |
| Wells Fargo & Company | $197K | $227.3M |
| Integrated Wealth Concepts LLC | $9K | $66.4M |
| Envestnet Asset Management Inc. | $385K | $52.9M |
| Osaic Holdings, Inc. | $73K | $30.6M |
| LPL Financial LLC | $1.2M | $26.5M |
| Northwestern Mutual Wealth Management Co | $307K | $21.4M |
| Raymond James Financial Inc. | $523K | $11.7M |
| HB Wealth Management, LLC | $317K | $10.3M |
| Royal Bank of Canada | $8K | $6.8M |
| StoneX Group Inc. | $304K | $5.2M |
| Fifth Third Bancorp | $3.4M | $20K |
| Stifel Financial Corp. | $1.0M | $1.7M |
| Cetera Investment Advisers | $292K | $1.8M |
| NewEdge Advisors, LLC | $76K | $2.0M |
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: MSLC institutional holders, LRGF institutional holders.
Frequently asked questions
How much do MSLC and LRGF overlap?
61.4% by weight, with 264 holdings in common, using holdings for MSLC as of May 31, 2026 and LRGF as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both MSLC and LRGF?
25 Form 13F filers report positions in both, out of 262 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%.