GRNY vs CALF overlap
GRNY and CALF overlap 1.8% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | GRNY | CALF | Overlap |
|---|---|---|---|
| CF Industries HOCF | 2.36% | 1.79% | 1.79% |
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: GRNY, SEC Form N-PORT, July 31, 2026; CALF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | GRNY | CALF |
|---|---|---|
| Morgan Stanley | $50.7M | $193.7M |
| Raymond James Financial Inc. | $156.2M | $74.1M |
| LPL Financial LLC | $62.0M | $160.2M |
| Royal Bank of Canada | $163.4M | $38.7M |
| Cambridge Investment Research Advisors, Inc. | $66.2M | $58.2M |
| Cetera Investment Advisers | $10.2M | $85.4M |
| Envestnet Asset Management Inc. | $40.3M | $44.4M |
| HighTower Advisors, LLC | $68.8M | $13.3M |
| Wells Fargo & Company | $9.2M | $70.2M |
| UBS Group AG | $18.2M | $52.6M |
| Northwestern Mutual Wealth Management Co | $111K | $57.2M |
| Osaic Holdings, Inc. | $15.8M | $38.6M |
| MML Investors Services, LLC | $27.2M | $20.2M |
| Jones Financial Companies LLLP | $97K | $44.3M |
| Rockefeller Capital Management L.P. | $8.1M | $33.1M |
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: GRNY institutional holders, CALF institutional holders.
Frequently asked questions
How much do GRNY and CALF overlap?
1.8% by weight, with 1 holdings in common, using holdings for GRNY as of July 31, 2026 and CALF as of July 31, 2026. The largest shared position is CF.
Do institutions hold both GRNY and CALF?
136 Form 13F filers report positions in both, out of 585 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%.