USCA vs LRGF overlap
USCA and LRGF overlap 63.5% by weight, across 182 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (USCA: May 29, 2026, LRGF: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | USCA | LRGF | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 9.07% | 7.07% | 7.07% |
| Apple Inc.AAPL | 8.52% | 6.54% | 6.54% |
| Microsoft Corp.MSFT | 5.91% | 4.86% | 4.86% |
| Amazon.COM Inc.AMZN | 4.86% | 3.40% | 3.40% |
| Alphabet Inc.-CGOOG | 3.24% | 4.25% | 3.24% |
| Broadcom Inc.AVGO | 3.73% | 2.97% | 2.97% |
| META Platforms-aMETA | 2.57% | 1.69% | 1.69% |
| ELI Lilly & CoLLY | 1.65% | 1.20% | 1.20% |
| JPMorgan ChaseJPM | 1.12% | 1.60% | 1.12% |
| Alphabet Inc.-aGOOGL | 4.12% | 1.02% | 1.02% |
| VISA Inc.-Class aV | 1.02% | 1.26% | 1.02% |
| Johnson&JohnsonJNJ | 1.01% | 1.16% | 1.01% |
| Tesla Inc.TSLA | 2.27% | 1.00% | 1.00% |
| Walmart Inc.WMT | 0.94% | 1.00% | 0.94% |
| ADV Micro DeviceAMD | 1.56% | 0.84% | 0.84% |
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: USCA, SEC Form N-PORT, May 29, 2026; LRGF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | USCA | LRGF |
|---|---|---|
| Integrated Wealth Concepts LLC | $175 | $66.4M |
| Morgan Stanley | $75 | $38.8M |
| Osaic Holdings, Inc. | $33K | $30.6M |
| Susquehanna International Group, LLP | $413K | $1.9M |
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: USCA institutional holders, LRGF institutional holders.
Frequently asked questions
How much do USCA and LRGF overlap?
63.5% by weight, with 182 holdings in common, using holdings for USCA as of May 29, 2026 and LRGF as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both USCA and LRGF?
4 Form 13F filers report positions in both, out of 259 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%.