TGRW vs EPS overlap
TGRW and EPS overlap 43.3% by weight, across 68 shared holdings.
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Top shared holdings
| Holding | TGRW | EPS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 13.89% | 7.09% | 7.09% |
| Alphabet Inc.-aGOOGL | 11.94% | 6.22% | 6.22% |
| Apple Inc.AAPL | 5.90% | 5.08% | 5.08% |
| Microsoft Corp.MSFT | 4.19% | 3.40% | 3.40% |
| META Platforms-aMETA | 3.16% | 2.88% | 2.88% |
| Micron TechMU | 3.90% | 1.86% | 1.86% |
| Broadcom Inc.AVGO | 5.74% | 1.54% | 1.54% |
| Amazon.COM Inc.AMZN | 1.35% | 5.70% | 1.35% |
| ELI Lilly & CoLLY | 3.41% | 1.02% | 1.02% |
| Applied MaterialAMAT | 1.96% | 0.84% | 0.84% |
| VISA Inc.-Class aV | 2.19% | 0.81% | 0.81% |
| ADV Micro DeviceAMD | 3.88% | 0.70% | 0.70% |
| Sandisk Corp.SNDK | 0.84% | 0.70% | 0.70% |
| Tesla Inc.TSLA | 2.76% | 0.69% | 0.69% |
| LAM ResearchLRCX | 2.27% | 0.67% | 0.67% |
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: TGRW, SEC Form N-PORT, June 30, 2026; EPS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TGRW | EPS |
|---|---|---|
| LPL Financial LLC | $208K | $127.5M |
| Morgan Stanley | $74 | $72.3M |
| Kestra Advisory Services, LLC | $887K | $29.7M |
| Northwestern Mutual Wealth Management Co | $2.8M | $15.5M |
| Bank of America Corp. | $1.7M | $13.6M |
| Ameritas Advisory Services, LLC | $19K | $8.4M |
| Harbour Investments, Inc. | $78K | $6.1M |
| Raymond James Financial Inc. | $1.7M | $3.4M |
| Jones Financial Companies LLLP | $3K | $4.6M |
| MidFirst Bank | $2.7M | $19K |
| Royal Bank of Canada | $276K | $2.4M |
| Commonwealth Equity Services, LLC | $1.3M | $796K |
| Osaic Holdings, Inc. | $489K | $1.6M |
| Corient Private Wealth LP | $1.2M | $323K |
| Susquehanna International Group, LLP | $207K | $563K |
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: TGRW institutional holders, EPS institutional holders.
Frequently asked questions
How much do TGRW and EPS overlap?
43.3% by weight, with 68 holdings in common, using holdings for TGRW as of June 30, 2026 and EPS as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both TGRW and EPS?
20 Form 13F filers report positions in both, out of 200 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%.