RPG vs BGIG overlap
RPG and BGIG overlap 6.7% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RPG | BGIG | Overlap |
|---|---|---|---|
| ELI Lilly & CoLLY | 1.79% | 4.44% | 1.79% |
| Broadcom Inc.AVGO | 1.58% | 4.87% | 1.58% |
| RTX Corp.RTX | 1.49% | 1.39% | 1.39% |
| TKO Group HoldinTKO | 1.46% | 1.17% | 1.17% |
| Microsoft Corp.MSFT | 0.72% | 3.39% | 0.72% |
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: RPG, SEC Form N-PORT, July 31, 2026; BGIG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RPG | BGIG |
|---|---|---|
| Bank of America Corp. | $57.0M | $447.6M |
| Morgan Stanley | $87.2M | $280.9M |
| LPL Financial LLC | $98.7M | $20.5M |
| Wells Fargo & Company | $55.7M | $21.9M |
| Raymond James Financial Inc. | $29.6M | $45.9M |
| UBS Group AG | $26.4M | $40.1M |
| HighTower Advisors, LLC | $34.6M | $4.9M |
| Royal Bank of Canada | $20.5M | $15.6M |
| Rockefeller Capital Management L.P. | $1.6M | $33.1M |
| Envestnet Asset Management Inc. | $2.9M | $26.6M |
| Cambridge Investment Research Advisors, Inc. | $19.2M | $5.9M |
| JPMorgan Chase & Co | $22.3M | $430K |
| Creative Planning | $22.1M | $223K |
| Osaic Holdings, Inc. | $19.1M | $531K |
| Arkadios Wealth Advisors | $18.8M | $616K |
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: RPG institutional holders, BGIG institutional holders.
Frequently asked questions
How much do RPG and BGIG overlap?
6.7% by weight, with 5 holdings in common, using holdings for RPG as of July 31, 2026 and BGIG as of June 30, 2026. The largest shared position is LLY.
Do institutions hold both RPG and BGIG?
60 Form 13F filers report positions in both, out of 361 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%.