MGK vs CGGR overlap
MGK and CGGR overlap 44.1% by weight, across 22 shared holdings.
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Top shared holdings
| Holding | MGK | CGGR | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 13.27% | 5.16% | 5.16% |
| Microsoft Corp.MSFT | 7.50% | 4.37% | 4.37% |
| Broadcom Inc.AVGO | 4.27% | 5.40% | 4.27% |
| META Platforms-aMETA | 4.08% | 7.09% | 4.08% |
| Tesla Inc.TSLA | 3.93% | 5.85% | 3.93% |
| Alphabet Inc.-CGOOG | 4.66% | 3.36% | 3.36% |
| Alphabet Inc.-aGOOGL | 5.92% | 3.06% | 3.06% |
| Amazon.COM Inc.AMZN | 4.46% | 2.69% | 2.69% |
| VISA Inc.-Class aV | 1.82% | 2.34% | 1.82% |
| ELI Lilly & CoLLY | 3.40% | 1.81% | 1.81% |
| Apple Inc.AAPL | 12.17% | 1.79% | 1.79% |
| KLA Corp.KLAC | 1.48% | 1.17% | 1.17% |
| Netflix Inc.NFLX | 1.12% | 1.85% | 1.12% |
| Intel Corp.INTC | 1.10% | 1.19% | 1.10% |
| Amphenol Corp.-aAPH | 0.89% | 0.85% | 0.85% |
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: MGK, SEC Form N-PORT, June 30, 2026; CGGR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MGK | CGGR |
|---|---|---|
| Assetmark, Inc. | $3.7B | $38.6M |
| LPL Financial LLC | $512.8M | $2.8B |
| Morgan Stanley | $1.2B | $1.5B |
| Bank of America Corp. | $883.6M | $683.4M |
| Capital Group Private Client Services, Inc. | $1.8M | $1.3B |
| Wells Fargo & Company | $287.5M | $829.5M |
| Envestnet Asset Management Inc. | $312.4M | $781.7M |
| Raymond James Financial Inc. | $187.0M | $765.0M |
| Commonwealth Equity Services, LLC | $81.1M | $658.4M |
| UBS Group AG | $452.6M | $257.4M |
| Northwestern Mutual Wealth Management Co | $78.2M | $618.6M |
| Royal Bank of Canada | $195.3M | $390.3M |
| Cambridge Investment Research Advisors, Inc. | $98.1M | $481.1M |
| Cetera Investment Advisers | $76.7M | $500.0M |
| Osaic Holdings, Inc. | $129.8M | $432.6M |
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: MGK institutional holders, CGGR institutional holders.
Frequently asked questions
How much do MGK and CGGR overlap?
44.1% by weight, with 22 holdings in common, using holdings for MGK as of June 30, 2026 and CGGR as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both MGK and CGGR?
328 Form 13F filers report positions in both, out of 1,340 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%.