IDNA vs CHGX overlap
IDNA and CHGX overlap 1.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IDNA | CHGX | Overlap |
|---|---|---|---|
| Merck & CoMRK | 3.91% | 1.05% | 1.05% |
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: IDNA, SEC Form N-PORT, July 31, 2026; CHGX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IDNA | CHGX |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $1.6M | $5.4M |
| LPL Financial LLC | $2.4M | $1.8M |
| Royal Bank of Canada | $3.0M | $540K |
| Commonwealth Equity Services, LLC | $933K | $2.4M |
| Wells Fargo & Company | $3.2M | $10 |
| Morgan Stanley | $2.7M | $311K |
| Envestnet Asset Management Inc. | $679K | $1.7M |
| Osaic Holdings, Inc. | $533K | $1.0M |
| Citadel Advisors LLC | $724K | $467K |
| Steward Partners Investment Advisory, LLC | $782K | $105K |
| Farther Finance Advisors, LLC | $9K | $354K |
| Rossby Financial, LCC | $10K | $258K |
| FMR LLC | $3K | $196K |
| PNC Financial Services Group, Inc. | $19K | $57K |
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: IDNA institutional holders, CHGX institutional holders.
Frequently asked questions
How much do IDNA and CHGX overlap?
1.1% by weight, with 1 holdings in common, using holdings for IDNA as of July 31, 2026 and CHGX as of June 30, 2026. The largest shared position is MRK.
Do institutions hold both IDNA and CHGX?
14 Form 13F filers report positions in both, out of 97 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%.