SFTY vs LGH overlap
SFTY and LGH overlap 61.2% by weight, across 162 shared holdings.
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Top shared holdings
| Holding | SFTY | LGH | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.57% | 6.73% | 6.57% |
| Apple Inc.AAPL | 6.41% | 6.19% | 6.19% |
| Microsoft Corp.MSFT | 4.86% | 3.89% | 3.89% |
| Alphabet Inc.-aGOOGL | 6.05% | 2.87% | 2.87% |
| Broadcom Inc.AVGO | 3.44% | 2.48% | 2.48% |
| Amazon.COM Inc.AMZN | 2.05% | 3.32% | 2.05% |
| Micron TechMU | 2.38% | 1.77% | 1.77% |
| META Platforms-aMETA | 1.82% | 1.68% | 1.68% |
| ELI Lilly & CoLLY | 1.94% | 1.43% | 1.43% |
| ADV Micro DeviceAMD | 1.61% | 1.15% | 1.15% |
| Berkshire HATH-BBRK/B | 2.45% | 0.96% | 0.96% |
| Johnson&JohnsonJNJ | 1.30% | 0.85% | 0.85% |
| Exxon Mobil Corp.XOM | 1.35% | 0.83% | 0.83% |
| Applied MaterialAMAT | 0.76% | 0.72% | 0.72% |
| Walmart Inc.WMT | 1.09% | 0.71% | 0.71% |
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: SFTY, SEC Form N-PORT, May 31, 2026; LGH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SFTY | LGH |
|---|---|---|
| Envestnet Asset Management Inc. | $76.2M | $49.6M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $32.3M |
| LPL Financial LLC | $10.1M | $15.0M |
| Foundations Investment Advisors, LLC | $19.8M | $1.7M |
| Brookstone Capital Management | $412K | $1.6M |
| Susquehanna International Group, LLP | $375K | $1.0M |
| JPMorgan Chase & Co | $55K | $63 |
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: SFTY institutional holders, LGH institutional holders.
Frequently asked questions
How much do SFTY and LGH overlap?
61.2% by weight, with 162 holdings in common, using holdings for SFTY as of May 31, 2026 and LGH as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both SFTY and LGH?
7 Form 13F filers report positions in both, out of 55 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%.