CLOU vs BGCG overlap

CLOU and BGCG overlap 3.3% by weight, across 1 shared holdings.

CLOUBGCG

Pick 2 to 4 ETFs.

3.3%

overlap by weight, across 1 shared holdings

CLOU3.3% of the fund is in shared holdings, of 38

BGCG3.6% of the fund is in shared holdings, of 29

Top shared holdings

Holding	CLOU	BGCG	Overlap
Shopify Inc. - aSHOP	3.32%	3.56%	3.32%

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: CLOU, SEC Form N-PORT, May 31, 2026; BGCG, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 95 holding any

CLOU40.7% of its 13F dollars, 5.8% of its 87 holders

BGCG10.4% of its 13F dollars, 38.5% of its 13 holders

Largest institutions holding both

Firm	CLOU	BGCG
UBS Group AG	$15.6M	$33K
Morgan Stanley	$8.6M	$5.3M
Osaic Holdings, Inc.	$1.5M	$23K
HighTower Advisors, LLC	$206K	$1.2M
JPMorgan Chase & Co	$55K	$675

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: CLOU institutional holders, BGCG institutional holders.

Frequently asked questions

How much do CLOU and BGCG overlap?

3.3% by weight, with 1 holdings in common, using holdings for CLOU as of May 31, 2026 and BGCG as of June 30, 2026. The largest shared position is SHOP.

Do institutions hold both CLOU and BGCG?

5 Form 13F filers report positions in both, out of 95 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%.