OVT vs CNRG overlap
OVT and CNRG overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: OVT, SEC Form N-PORT, May 31, 2026; CNRG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OVT | CNRG |
|---|---|---|
| Wells Fargo & Company | $159K | $7.0M |
| LPL Financial LLC | $429K | $4.8M |
| Morgan Stanley | $23 | $2.2M |
| Raymond James Financial Inc. | $340K | $218K |
| Atlantic Union Bankshares Corp | $184K | $6K |
| Global Retirement Partners, LLC | $114K | $566 |
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: OVT institutional holders, CNRG institutional holders.
Frequently asked questions
How much do OVT and CNRG overlap?
0.0% by weight, with 0 holdings in common, using holdings for OVT as of May 31, 2026 and CNRG as of June 30, 2026.
Do institutions hold both OVT and CNRG?
6 Form 13F filers report positions in both, out of 83 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%.