CLOZ vs BGRN overlap
CLOZ and BGRN overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (CLOZ: May 31, 2026, BGRN: July 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
These funds hold nothing in common.
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: CLOZ, SEC Form N-PORT, May 31, 2026; BGRN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | CLOZ | BGRN |
|---|---|---|
| Arax Advisory Partners | $57.8M | $315K |
| Morgan Stanley | $49.4M | $12K |
| LPL Financial LLC | $9.6M | $10.5M |
| Royal Bank of Canada | $124K | $12.2M |
| Envestnet Asset Management Inc. | $4.1M | $5.7M |
| Stifel Financial Corp. | $6.0M | $351K |
| UBS Group AG | $2.2M | $3.4M |
| Assetmark, Inc. | $2K | $4.8M |
| Farther Finance Advisors, LLC | $2.7M | $46K |
| Kestra Advisory Services, LLC | $2.0M | $331K |
| Commonwealth Equity Services, LLC | $322K | $1.9M |
| Bank of Montreal | $2.0M | $158K |
| Osaic Holdings, Inc. | $572K | $1.3M |
| HighTower Advisors, LLC | $308K | $929K |
| NewEdge Advisors, LLC | $77K | $1.1M |
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: CLOZ institutional holders, BGRN institutional holders.
Frequently asked questions
How much do CLOZ and BGRN overlap?
0.0% by weight, with 0 holdings in common, using holdings for CLOZ as of May 31, 2026 and BGRN as of July 31, 2026.
Do institutions hold both CLOZ and BGRN?
22 Form 13F filers report positions in both, out of 206 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%.