GGOV vs CGGE overlap
87 institutions report holding both GGOV and CGGE.
GGOVCGGE
Pick 2 to 4 ETFs.
We don’t have holdings for GGOV. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
87
institutions report holding both, of 359 holding any
GGOV84.3% of its 13F dollars, 33.1% of its 263 holders
CGGE61.7% of its 13F dollars, 47.5% of its 183 holders
Largest institutions holding both
| Firm | GGOV | CGGE |
|---|---|---|
| Envestnet Asset Management Inc. | $1.1B | $526.9M |
| LPL Financial LLC | $344.7M | $183.8M |
| Wells Fargo & Company | $3K | $200.0M |
| Cetera Investment Advisers | $72.1M | $119.2M |
| MML Investors Services, LLC | $74.4M | $65.8M |
| Envestnet Portfolio Solutions, Inc. | $113.7M | $12.0M |
| Morgan Stanley | $122.2M | $126K |
| JPMorgan Chase & Co | $120.2M | $347K |
| Janney Montgomery Scott LLC | $67.9M | $43.7M |
| Cambridge Investment Research Advisors, Inc. | $21.8M | $83.3M |
| Park Avenue Securities LLC | $85.8M | $6.5M |
| Bank of New York Mellon Corp | $70.5M | $2.8M |
| Commonwealth Equity Services, LLC | $18.8M | $49.8M |
| OneDigital Investment Advisors LLC | $60.6M | $423K |
| Assetmark, Inc. | $3.2M | $54.1M |
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: GGOV institutional holders, CGGE institutional holders.
Frequently asked questions
Do institutions hold both GGOV and CGGE?
87 Form 13F filers report positions in both, out of 359 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%.