XLG vs BBUS overlap
XLG and BBUS overlap 62.2% by weight, across 51 shared holdings.
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Top shared holdings
| Holding | XLG | BBUS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 12.06% | 7.30% | 7.30% |
| Apple Inc.AAPL | 11.26% | 7.03% | 7.03% |
| Microsoft Corp.MSFT | 8.56% | 5.36% | 5.36% |
| Amazon.COM Inc.AMZN | 6.60% | 4.14% | 4.14% |
| Alphabet Inc.-aGOOGL | 5.18% | 3.23% | 3.23% |
| Broadcom Inc.AVGO | 4.57% | 2.81% | 2.81% |
| Alphabet Inc.-CGOOG | 4.18% | 2.61% | 2.61% |
| META Platforms-aMETA | 3.03% | 1.89% | 1.89% |
| Berkshire HATH-BBRK/B | 2.33% | 1.47% | 1.47% |
| JPMorgan ChaseJPM | 2.34% | 1.47% | 1.47% |
| Micron TechMU | 2.30% | 1.44% | 1.44% |
| ELI Lilly & CoLLY | 2.25% | 1.43% | 1.43% |
| Tesla Inc.TSLA | 2.17% | 1.36% | 1.36% |
| ADV Micro DeviceAMD | 1.93% | 1.20% | 1.20% |
| Exxon Mobil Corp.XOM | 1.60% | 1.00% | 1.00% |
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: XLG, SEC Form N-PORT, July 31, 2026; BBUS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XLG | BBUS |
|---|---|---|
| JPMorgan Chase & Co | $433.6M | $880.8M |
| LPL Financial LLC | $578.5M | $525.1M |
| Morgan Stanley | $390.6M | $492.5M |
| Janney Montgomery Scott LLC | $6.9M | $484.2M |
| Envestnet Asset Management Inc. | $65.8M | $306.8M |
| Raymond James Financial Inc. | $169.9M | $79.8M |
| Vestmark Advisory Solutions, Inc. | $3.2M | $242.0M |
| Wells Fargo & Company | $211.0M | $723K |
| Osaic Holdings, Inc. | $145.6M | $62.2M |
| Bank of America Corp. | $189.6M | $3.1M |
| Cambridge Investment Research Advisors, Inc. | $33.9M | $155.1M |
| Royal Bank of Canada | $117.6M | $12.0M |
| Ameriprise Financial Inc. | $103.4M | $24.6M |
| Cetera Investment Advisers | $45.7M | $77.5M |
| Integrated Wealth Concepts LLC | $14.5M | $83.7M |
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: XLG institutional holders, BBUS institutional holders.
Frequently asked questions
How much do XLG and BBUS overlap?
62.2% by weight, with 51 holdings in common, using holdings for XLG as of July 31, 2026 and BBUS as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both XLG and BBUS?
124 Form 13F filers report positions in both, out of 689 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%.