TBG vs HFGO overlap

TBG and HFGO overlap 0.0% by weight, across 0 shared holdings.

TBGHFGO

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

TBG0.0% of the fund is in shared holdings, of 36

HFGO0.0% of the fund is in shared holdings, of 47

Top shared holdings

These funds hold nothing in common.

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: TBG, SEC Form N-PORT, July 31, 2026; HFGO, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 43 holding any

TBG7.9% of its 13F dollars, 14.3% of its 28 holders

HFGO12.4% of its 13F dollars, 21.1% of its 19 holders

Largest institutions holding both

Firm	TBG	HFGO
Cambridge Investment Research Advisors, Inc.	$11.3M	$20.8M
Commonwealth Equity Services, LLC	$1.6M	$406K
Geneos Wealth Management Inc.	$967K	$35K
Steward Partners Investment Advisory, LLC	$1K	$338K

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: TBG institutional holders, HFGO institutional holders.

Frequently asked questions

How much do TBG and HFGO overlap?

0.0% by weight, with 0 holdings in common, using holdings for TBG as of July 31, 2026 and HFGO as of July 31, 2026.

Do institutions hold both TBG and HFGO?

4 Form 13F filers report positions in both, out of 43 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%.