DTH vs CGW overlap
DTH and CGW overlap 0.4% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | DTH | CGW | Overlap |
|---|---|---|---|
| Severn TrentSVT | 0.17% | 5.00% | 0.17% |
| United UtilitiesUU/ | 0.17% | 5.56% | 0.17% |
| Pennon GRP PLCPNN | 0.08% | 1.72% | 0.08% |
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: DTH, SEC Form N-PORT, June 30, 2026; CGW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DTH | CGW |
|---|---|---|
| Morgan Stanley | $50.8M | $67.7M |
| Bank of America Corp. | $83.9M | $33.3M |
| LPL Financial LLC | $41.9M | $9.1M |
| UBS Group AG | $3.3M | $31.7M |
| Wells Fargo & Company | $21.8M | $10.4M |
| Envestnet Asset Management Inc. | $16.4M | $3.4M |
| Raymond James Financial Inc. | $7.3M | $9.5M |
| Cambridge Investment Research Advisors, Inc. | $2.6M | $13.9M |
| Cetera Investment Advisers | $3.2M | $12.5M |
| Commonwealth Equity Services, LLC | $4.9M | $6.6M |
| Beacon Pointe Advisors, LLC | $8.5M | $2.5M |
| Steward Partners Investment Advisory, LLC | $4.6M | $5.6M |
| Northwestern Mutual Wealth Management Co | $150K | $8.9M |
| Private Advisor Group, LLC | $8.1M | $254K |
| HighTower Advisors, LLC | $282K | $7.8M |
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: DTH institutional holders, CGW institutional holders.
Frequently asked questions
How much do DTH and CGW overlap?
0.4% by weight, with 3 holdings in common, using holdings for DTH as of June 30, 2026 and CGW as of July 31, 2026. The largest shared position is SVT.
Do institutions hold both DTH and CGW?
52 Form 13F filers report positions in both, out of 295 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%.