CGNG vs BOXX overlap
70 institutions report holding both CGNG and BOXX.
CGNGBOXX
Pick 2 to 4 ETFs.
We don’t have holdings for BOXX. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
70
institutions report holding both, of 549 holding any
CGNG67.7% of its 13F dollars, 28.5% of its 246 holders
BOXX32.3% of its 13F dollars, 18.8% of its 373 holders
Largest institutions holding both
| Firm | CGNG | BOXX |
|---|---|---|
| LPL Financial LLC | $330.2M | $3.0M |
| Envestnet Asset Management Inc. | $201.4M | $7.2M |
| Wealth Enhancement Advisory Services, LLC | $12.4M | $162.4M |
| Cambridge Investment Research Advisors, Inc. | $30.0M | $133.7M |
| Northwestern Mutual Wealth Management Co | $152.6M | $643K |
| Wells Fargo & Company | $145.4M | $5K |
| Raymond James Financial Inc. | $123.8M | $569K |
| Cetera Investment Advisers | $107.7M | $1.1M |
| Rockefeller Capital Management L.P. | $11.4M | $81.4M |
| MML Investors Services, LLC | $35.8M | $34.8M |
| HighTower Advisors, LLC | $11.3M | $46.1M |
| Bank of America Corp. | $55.5M | $222K |
| Mariner, LLC | $1.4M | $53.4M |
| Commonwealth Equity Services, LLC | $40.3M | $7.0M |
| Osaic Holdings, Inc. | $39.9M | $6.0M |
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: CGNG institutional holders, BOXX institutional holders.
Frequently asked questions
Do institutions hold both CGNG and BOXX?
70 Form 13F filers report positions in both, out of 549 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%.