USXF vs BGIG overlap
USXF and BGIG overlap 12.2% by weight, across 22 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | USXF | BGIG | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 7.49% | 4.87% | 4.87% |
| Home Depot Inc.HD | 1.18% | 2.00% | 1.18% |
| Texas InstrumentTXN | 1.03% | 0.66% | 0.66% |
| Eaton Corp. PLCETN | 0.58% | 1.61% | 0.58% |
| Linde PLCLIN | 0.86% | 0.57% | 0.57% |
| Corning Inc.GLW | 0.55% | 1.80% | 0.55% |
| Accenture PLC-aACN | 0.43% | 0.61% | 0.43% |
| CME Group Inc.CME | 0.37% | 1.12% | 0.37% |
| Automatic DataADP | 0.33% | 1.47% | 0.33% |
| Cummins Inc.CMI | 0.33% | 2.05% | 0.33% |
| PNC Financial SEPNC | 0.32% | 4.11% | 0.32% |
| Intuit Inc.INTU | 0.34% | 0.32% | 0.32% |
| Illinois Tool WOITW | 0.25% | 1.12% | 0.25% |
| Travelers COS inTRV | 0.24% | 2.60% | 0.24% |
| TE ConnectivityTEL | 0.23% | 2.15% | 0.23% |
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: USXF, SEC Form N-PORT, May 31, 2026; BGIG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | USXF | BGIG |
|---|---|---|
| Bank of America Corp. | $7.4M | $447.6M |
| Morgan Stanley | $9.6M | $280.9M |
| Envestnet Asset Management Inc. | $190.1M | $26.6M |
| LPL Financial LLC | $69.4M | $20.5M |
| Raymond James Financial Inc. | $9.8M | $45.9M |
| UBS Group AG | $818K | $40.1M |
| JPMorgan Chase & Co | $36.4M | $430K |
| Rockefeller Capital Management L.P. | $261K | $33.1M |
| Wells Fargo & Company | $9.9M | $21.9M |
| Royal Bank of Canada | $10.5M | $15.6M |
| Allworth Financial LP | $20.1M | $200K |
| Cetera Investment Advisers | $17.0M | $2.7M |
| MML Investors Services, LLC | $13.8M | $3.8M |
| Cambridge Investment Research Advisors, Inc. | $8.8M | $5.9M |
| HighTower Advisors, LLC | $9.0M | $4.9M |
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: USXF institutional holders, BGIG institutional holders.
Frequently asked questions
How much do USXF and BGIG overlap?
12.2% by weight, with 22 holdings in common, using holdings for USXF as of May 31, 2026 and BGIG as of June 30, 2026. The largest shared position is AVGO.
Do institutions hold both USXF and BGIG?
48 Form 13F filers report positions in both, out of 353 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%.