IDOG vs CVIE overlap
IDOG and CVIE overlap 4.0% by weight, across 32 shared holdings.
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Top shared holdings
| Holding | IDOG | CVIE | Overlap |
|---|---|---|---|
| BNP ParibasBNP | 2.09% | 0.40% | 0.40% |
| GSK PLCGSK | 1.76% | 0.40% | 0.40% |
| ENEL SpaENEL | 1.89% | 0.35% | 0.35% |
| SanofiSAN | 1.88% | 0.33% | 0.33% |
| Nokia OYJNOKIA | 3.31% | 0.25% | 0.25% |
| EngieENGI | 1.85% | 0.21% | 0.21% |
| Takeda Pharmaceu4502 | 1.69% | 0.19% | 0.19% |
| Fortescue Ltd.FMG | 2.10% | 0.19% | 0.19% |
| Kyocera Corp.6971 | 2.58% | 0.14% | 0.14% |
| OrangeORA | 1.96% | 0.12% | 0.12% |
| Mercedes-BENZ GRDAI | 1.82% | 0.12% | 0.12% |
| Daimler Truck HODTG | 1.88% | 0.11% | 0.11% |
| Vodafone GroupVOD | 1.94% | 0.11% | 0.11% |
| MichelinML | 2.03% | 0.09% | 0.09% |
| Publicis GroupePUB | 2.12% | 0.09% | 0.09% |
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: IDOG, SEC Form N-PORT, May 31, 2026; CVIE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IDOG | CVIE |
|---|---|---|
| Commonwealth Equity Services, LLC | $4.8M | $67.8M |
| Morgan Stanley | $58.9M | $12.5M |
| Ameriprise Financial Inc. | $11.7M | $31.4M |
| Cetera Investment Advisers | $36.2M | $1.4M |
| MGO One Seven LLC | $13.3M | $5.2M |
| LPL Financial LLC | $13.4M | $383K |
| Raymond James Financial Inc. | $2.6M | $8.1M |
| Northwestern Mutual Wealth Management Co | $140K | $4.7M |
| Cambridge Investment Research Advisors, Inc. | $768K | $3.0M |
| Osaic Holdings, Inc. | $2.7M | $991K |
| Envestnet Asset Management Inc. | $1.4M | $1.7M |
| Kestra Advisory Services, LLC | $848K | $1.4M |
| Private Advisor Group, LLC | $463K | $1.7M |
| Jane Street Group, LLC | $417K | $893K |
| Mariner, LLC | $678K | $603K |
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: IDOG institutional holders, CVIE institutional holders.
Frequently asked questions
How much do IDOG and CVIE overlap?
4.0% by weight, with 32 holdings in common, using holdings for IDOG as of May 31, 2026 and CVIE as of June 30, 2026. The largest shared position is BNP.
Do institutions hold both IDOG and CVIE?
20 Form 13F filers report positions in both, out of 148 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%.