FNDX vs CGGR overlap
FNDX and CGGR overlap 23.3% by weight, across 55 shared holdings.
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Top shared holdings
| Holding | FNDX | CGGR | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 2.38% | 3.06% | 2.38% |
| Microsoft Corp.MSFT | 2.32% | 4.37% | 2.32% |
| Alphabet Inc.-CGOOG | 1.89% | 3.36% | 1.89% |
| Amazon.COM Inc.AMZN | 1.85% | 2.69% | 1.85% |
| Apple Inc.AAPL | 4.63% | 1.79% | 1.79% |
| Micron TechMU | 1.59% | 4.86% | 1.59% |
| META Platforms-aMETA | 1.24% | 7.09% | 1.24% |
| Intel Corp.INTC | 2.57% | 1.19% | 1.19% |
| Bank of AmericaBAC | 0.87% | 1.05% | 0.87% |
| Broadcom Inc.AVGO | 0.65% | 5.40% | 0.65% |
| Unitedhealth GRPUNH | 1.37% | 0.56% | 0.56% |
| Nvidia Corp.NVDA | 0.55% | 5.16% | 0.55% |
| Caterpillar Inc.CAT | 0.60% | 0.55% | 0.55% |
| Costco WholesaleCOST | 0.53% | 0.60% | 0.53% |
| Amgen Inc.AMGN | 0.35% | 0.53% | 0.35% |
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: FNDX, SEC Form N-PORT, May 31, 2026; CGGR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FNDX | CGGR |
|---|---|---|
| LPL Financial LLC | $194.7M | $2.8B |
| Morgan Stanley | $183.8M | $1.5B |
| Capital Group Private Client Services, Inc. | $2.7M | $1.3B |
| Envestnet Asset Management Inc. | $218.9M | $781.7M |
| Captrust Financial Advisors | $897.1M | $62.2M |
| Wells Fargo & Company | $4.1M | $829.5M |
| Raymond James Financial Inc. | $33.0M | $765.0M |
| Bank of America Corp. | $105.3M | $683.4M |
| Commonwealth Equity Services, LLC | $35.8M | $658.4M |
| Northwestern Mutual Wealth Management Co | $29.5M | $618.6M |
| Cetera Investment Advisers | $128.0M | $500.0M |
| Cambridge Investment Research Advisors, Inc. | $141.7M | $481.1M |
| Jones Financial Companies LLLP | $16.9M | $528.8M |
| Osaic Holdings, Inc. | $63.6M | $432.6M |
| Royal Bank of Canada | $29.9M | $390.3M |
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: FNDX institutional holders, CGGR institutional holders.
Frequently asked questions
How much do FNDX and CGGR overlap?
23.3% by weight, with 55 holdings in common, using holdings for FNDX as of May 31, 2026 and CGGR as of May 31, 2026. The largest shared position is GOOGL.
Do institutions hold both FNDX and CGGR?
285 Form 13F filers report positions in both, out of 1,203 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%.