USXF vs LRGC overlap
USXF and LRGC overlap 27.6% by weight, across 31 shared holdings.
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Top shared holdings
| Holding | USXF | LRGC | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 19.09% | 8.16% | 8.16% |
| Broadcom Inc.AVGO | 7.49% | 3.97% | 3.97% |
| VISA Inc.-Class aV | 2.05% | 2.93% | 2.05% |
| Applied MaterialAMAT | 1.33% | 1.51% | 1.33% |
| Oracle Corp.ORCL | 1.45% | 1.19% | 1.19% |
| GE Vernova Inc.GEV | 0.98% | 1.37% | 0.98% |
| Linde PLCLIN | 0.86% | 0.98% | 0.86% |
| Intel Corp.INTC | 1.93% | 0.79% | 0.79% |
| Seagate TechnoloSTX | 0.71% | 0.92% | 0.71% |
| Home Depot Inc.HD | 1.18% | 0.66% | 0.66% |
| TJX COS Inc.TJX | 0.64% | 1.00% | 0.64% |
| Eaton Corp. PLCETN | 0.58% | 1.61% | 0.58% |
| Schwab (Charles)SCHW | 0.55% | 1.53% | 0.55% |
| Deere & CoDE | 0.52% | 0.89% | 0.52% |
| S&P Global Inc.SPGI | 0.49% | 1.08% | 0.49% |
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; LRGC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | USXF | LRGC |
|---|---|---|
| Envestnet Asset Management Inc. | $190.1M | $6.9M |
| LPL Financial LLC | $69.4M | $66.0M |
| Cetera Investment Advisers | $17.0M | $374K |
| Raymond James Financial Inc. | $9.8M | $6.1M |
| Cambridge Investment Research Advisors, Inc. | $8.8M | $4.7M |
| Northwestern Mutual Wealth Management Co | $1.5M | $9.4M |
| Royal Bank of Canada | $10.5M | $72K |
| Morgan Stanley | $9.6M | $213K |
| Wagner Wealth Management, LLC | $134K | $9.4M |
| Bank of America Corp. | $7.4M | $2.1M |
| Osaic Holdings, Inc. | $5.3M | $27K |
| Integrated Wealth Concepts LLC | $5.0M | $5K |
| Commonwealth Equity Services, LLC | $4.1M | $821K |
| NewEdge Advisors, LLC | $4.2M | $5K |
| Private Advisor Group, LLC | $1.4M | $539K |
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, LRGC institutional holders.
Frequently asked questions
How much do USXF and LRGC overlap?
27.6% by weight, with 31 holdings in common, using holdings for USXF as of May 31, 2026 and LRGC as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both USXF and LRGC?
19 Form 13F filers report positions in both, out of 312 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%.