FLCC vs CGVV overlap
FLCC and CGVV overlap 15.7% by weight, across 15 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FLCC | CGVV | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 4.04% | 5.03% | 4.04% |
| Alphabet Inc.-aGOOGL | 5.82% | 3.79% | 3.79% |
| META Platforms-aMETA | 1.96% | 2.65% | 1.96% |
| Micron TechMU | 1.85% | 1.91% | 1.85% |
| Texas InstrumentTXN | 0.69% | 0.89% | 0.69% |
| Cisco SystemsCSCO | 0.66% | 1.60% | 0.66% |
| Unitedhealth GRPUNH | 0.54% | 1.33% | 0.54% |
| RTX Corp.RTX | 0.53% | 2.08% | 0.53% |
| UBER TechnologieUBER | 0.38% | 1.50% | 0.38% |
| Intel Corp.INTC | 0.37% | 3.66% | 0.37% |
| Exxon Mobil Corp.XOM | 0.28% | 1.53% | 0.28% |
| Philip Morris inPM | 0.27% | 1.92% | 0.27% |
| Applied MaterialAMAT | 0.20% | 2.64% | 0.20% |
| Vertex PharmVRTX | 0.14% | 1.28% | 0.14% |
| JPMorgan ChaseJPM | 0.04% | 2.63% | 0.04% |
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: FLCC, SEC Form N-PORT, May 31, 2026; CGVV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FLCC | CGVV |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $6.7M | $1.9M |
| LPL Financial LLC | $2.5M | $4.5M |
| Envestnet Asset Management Inc. | $881K | $4.7M |
| Osaic Holdings, Inc. | $35 | $4.7M |
| Integrated Wealth Concepts LLC | $70K | $127K |
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: FLCC institutional holders, CGVV institutional holders.
Frequently asked questions
How much do FLCC and CGVV overlap?
15.7% by weight, with 15 holdings in common, using holdings for FLCC as of May 31, 2026 and CGVV as of May 31, 2026. The largest shared position is AMZN.
Do institutions hold both FLCC and CGVV?
5 Form 13F filers report positions in both, out of 60 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%.