PY vs LRGG overlap

PY and LRGG overlap 13.7% by weight, across 5 shared holdings.

PYLRGG

Pick 2 to 4 ETFs.

13.7%

overlap by weight, across 5 shared holdings

PY13.7% of the fund is in shared holdings, of 98

LRGG24.6% of the fund is in shared holdings, of 20

Top shared holdings

Holding	PY	LRGG	Overlap
Apple Inc.AAPL	8.14%	8.45%	8.14%
Amazon.COM Inc.AMZN	3.15%	5.66%	3.15%
Mastercard Inc.-aMA	1.26%	3.59%	1.26%
Intuit Inc.INTU	0.60%	1.83%	0.60%
VISA Inc.-Class aV	0.59%	5.11%	0.59%

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: PY, SEC Form N-PORT, June 30, 2026; LRGG, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 38 holding any

PY2.5% of its 13F dollars, 25.0% of its 20 holders

LRGG53.5% of its 13F dollars, 21.7% of its 23 holders

Largest institutions holding both

Firm	PY	LRGG
LPL Financial LLC	$1.7M	$143.6M
Wealth Enhancement Advisory Services, LLC	$4.6M	$1.0M
Susquehanna International Group, LLP	$257K	$3.2M
Kestra Advisory Services, LLC	$553K	$912K
Morgan Stanley	$74K	$25K

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: PY institutional holders, LRGG institutional holders.

Frequently asked questions

How much do PY and LRGG overlap?

13.7% by weight, with 5 holdings in common, using holdings for PY as of June 30, 2026 and LRGG as of June 30, 2026. The largest shared position is AAPL.

Do institutions hold both PY and LRGG?

5 Form 13F filers report positions in both, out of 38 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%.