LRGF vs GSUS overlap
LRGF and GSUS overlap 66.9% by weight, across 190 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (LRGF: July 31, 2026, GSUS: May 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 | LRGF | GSUS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.07% | 7.72% | 7.07% |
| Apple Inc.AAPL | 6.54% | 6.98% | 6.54% |
| Microsoft Corp.MSFT | 4.86% | 5.16% | 4.86% |
| Amazon.COM Inc.AMZN | 3.40% | 4.06% | 3.40% |
| Alphabet Inc.-CGOOG | 4.25% | 2.98% | 2.98% |
| Broadcom Inc.AVGO | 2.97% | 3.25% | 2.97% |
| META Platforms-aMETA | 1.69% | 2.16% | 1.69% |
| JPMorgan ChaseJPM | 1.60% | 1.26% | 1.26% |
| Micron TechMU | 1.20% | 1.71% | 1.20% |
| ELI Lilly & CoLLY | 1.20% | 1.46% | 1.20% |
| Alphabet Inc.-aGOOGL | 1.02% | 3.46% | 1.02% |
| Tesla Inc.TSLA | 1.00% | 2.28% | 1.00% |
| Exxon Mobil Corp.XOM | 1.00% | 0.95% | 0.95% |
| VISA Inc.-Class aV | 1.26% | 0.86% | 0.86% |
| Johnson&JohnsonJNJ | 1.16% | 0.85% | 0.85% |
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: LRGF, SEC Form N-PORT, July 31, 2026; GSUS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | LRGF | GSUS |
|---|---|---|
| LPL Financial LLC | $26.5M | $614.1M |
| Envestnet Asset Management Inc. | $52.9M | $329.1M |
| Wells Fargo & Company | $227.3M | $86.3M |
| Principal Securities, Inc. | $249K | $124.7M |
| Morgan Stanley | $38.8M | $49.4M |
| Envestnet Portfolio Solutions, Inc. | $403K | $78.2M |
| Integrated Wealth Concepts LLC | $66.4M | $5.3M |
| Cetera Investment Advisers | $1.8M | $65.8M |
| JPMorgan Chase & Co | $50.6M | $891K |
| Osaic Holdings, Inc. | $30.6M | $4.0M |
| Keebeck Wealth Management | $207K | $29.5M |
| Northwestern Mutual Wealth Management Co | $21.4M | $28K |
| Raymond James Financial Inc. | $11.7M | $9.4M |
| NewEdge Advisors, LLC | $2.0M | $18.6M |
| Bank of America Corp. | $18.4M | $411K |
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: LRGF institutional holders, GSUS institutional holders.
Frequently asked questions
How much do LRGF and GSUS overlap?
66.9% by weight, with 190 holdings in common, using holdings for LRGF as of July 31, 2026 and GSUS as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both LRGF and GSUS?
46 Form 13F filers report positions in both, out of 300 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%.