TCAF vs FBCG overlap
TCAF and FBCG overlap 40.9% by weight, across 37 shared holdings.
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Top shared holdings
| Holding | TCAF | FBCG | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 5.83% | 5.86% | 5.83% |
| Nvidia Corp.NVDA | 5.30% | 14.90% | 5.30% |
| Microsoft Corp.MSFT | 5.14% | 4.94% | 4.94% |
| Apple Inc.AAPL | 4.70% | 9.31% | 4.70% |
| Alphabet Inc.-aGOOGL | 4.36% | 9.27% | 4.36% |
| Broadcom Inc.AVGO | 3.14% | 4.38% | 3.14% |
| META Platforms-aMETA | 4.18% | 2.31% | 2.31% |
| Micron TechMU | 2.06% | 1.97% | 1.97% |
| Taiwan Semic-ADRTSM | 2.18% | 1.17% | 1.17% |
| ADV Micro DeviceAMD | 2.65% | 1.06% | 1.06% |
| Mastercard Inc.-aMA | 2.04% | 0.85% | 0.85% |
| Unitedhealth GRPUNH | 1.08% | 0.68% | 0.68% |
| ELI Lilly & CoLLY | 0.61% | 2.71% | 0.61% |
| Starbucks Corp.SBUX | 1.28% | 0.53% | 0.53% |
| General ElectricGE | 0.38% | 0.45% | 0.38% |
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: TCAF, SEC Form N-PORT, June 30, 2026; FBCG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TCAF | FBCG |
|---|---|---|
| FMR LLC | $402K | $1.2B |
| LPL Financial LLC | $731.7M | $44.0M |
| JPMorgan Chase & Co | $22.8M | $545.5M |
| Commonwealth Equity Services, LLC | $217.5M | $180.8M |
| Sagespring Wealth Partners, LLC | $741K | $342.5M |
| Morgan Stanley | $179.8M | $112.9M |
| Raymond James Financial Inc. | $257.4M | $3.8M |
| Cambridge Investment Research Advisors, Inc. | $176.5M | $41.1M |
| Wells Fargo & Company | $136.3M | $80.6M |
| Envestnet Asset Management Inc. | $16.7M | $177.6M |
| Bank of America Corp. | $83.4M | $100.5M |
| Osaic Holdings, Inc. | $160.8M | $13.8M |
| Cetera Investment Advisers | $66.7M | $102.7M |
| OneDigital Investment Advisors LLC | $24.0M | $97.3M |
| Royal Bank of Canada | $108.2M | $7K |
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: TCAF institutional holders, FBCG institutional holders.
Frequently asked questions
How much do TCAF and FBCG overlap?
40.9% by weight, with 37 holdings in common, using holdings for TCAF as of June 30, 2026 and FBCG as of July 31, 2026. The largest shared position is AMZN.
Do institutions hold both TCAF and FBCG?
120 Form 13F filers report positions in both, out of 554 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%.