TLG vs BGDV overlap
TLG and BGDV overlap 15.3% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TLG | BGDV | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 6.52% | 4.83% | 4.83% |
| Alphabet Inc.-aGOOGL | 9.20% | 3.20% | 3.20% |
| Microsoft Corp.MSFT | 5.43% | 1.93% | 1.93% |
| META Platforms-aMETA | 4.29% | 1.72% | 1.72% |
| Amphenol Corp.-aAPH | 1.52% | 3.10% | 1.52% |
| Nvidia Corp.NVDA | 16.68% | 1.21% | 1.21% |
| General ElectricGE | 2.29% | 0.91% | 0.91% |
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: TLG, SEC Form N-PORT, June 30, 2026; BGDV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TLG | BGDV |
|---|---|---|
| LPL Financial LLC | $552K | $2.2M |
| JPMorgan Chase & Co | $308K | $151K |
| US Bancorp | $42K | $159K |
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: TLG institutional holders, BGDV institutional holders.
Frequently asked questions
How much do TLG and BGDV overlap?
15.3% by weight, with 7 holdings in common, using holdings for TLG as of June 30, 2026 and BGDV as of June 30, 2026. The largest shared position is AVGO.
Do institutions hold both TLG and BGDV?
3 Form 13F filers report positions in both, out of 21 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%.