RPG vs LRGC overlap
RPG and LRGC overlap 13.1% by weight, across 12 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RPG: July 31, 2026, LRGC: May 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 | RPG | LRGC | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 1.60% | 8.16% | 1.60% |
| Broadcom Inc.AVGO | 1.58% | 3.97% | 1.58% |
| Applied MaterialAMAT | 1.54% | 1.51% | 1.51% |
| RTX Corp.RTX | 1.49% | 1.48% | 1.48% |
| GE Vernova Inc.GEV | 1.67% | 1.37% | 1.37% |
| META Platforms-aMETA | 0.98% | 3.21% | 0.98% |
| Monster BeverageMNST | 1.26% | 0.96% | 0.96% |
| ELI Lilly & CoLLY | 1.79% | 0.89% | 0.89% |
| Amphenol Corp.-aAPH | 2.12% | 0.77% | 0.77% |
| Alphabet Inc.-CGOOG | 0.76% | 6.86% | 0.76% |
| Microsoft Corp.MSFT | 0.72% | 6.08% | 0.72% |
| Micron TechMU | 3.42% | 0.46% | 0.46% |
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; LRGC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RPG | LRGC |
|---|---|---|
| LPL Financial LLC | $98.7M | $66.0M |
| Morgan Stanley | $87.2M | $213K |
| Bank of America Corp. | $57.0M | $2.1M |
| Raymond James Financial Inc. | $29.6M | $6.1M |
| Cambridge Investment Research Advisors, Inc. | $19.2M | $4.7M |
| Royal Bank of Canada | $20.5M | $72K |
| Osaic Holdings, Inc. | $19.1M | $27K |
| Private Advisor Group, LLC | $17.9M | $539K |
| Commonwealth Equity Services, LLC | $16.6M | $821K |
| Northwestern Mutual Wealth Management Co | $853K | $9.4M |
| Envestnet Asset Management Inc. | $2.9M | $6.9M |
| Wagner Wealth Management, LLC | $147K | $9.4M |
| NewEdge Advisors, LLC | $5.3M | $5K |
| Cetera Investment Advisers | $4.5M | $374K |
| Citadel Advisors LLC | $1.9M | $430K |
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, LRGC institutional holders.
Frequently asked questions
How much do RPG and LRGC overlap?
13.1% by weight, with 12 holdings in common, using holdings for RPG as of July 31, 2026 and LRGC as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both RPG and LRGC?
19 Form 13F filers report positions in both, out of 332 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%.