PAVE vs CGGO overlap
PAVE and CGGO overlap 0.8% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PAVE | CGGO | Overlap |
|---|---|---|---|
| ATI Inc.ATI | 1.29% | 0.84% | 0.84% |
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: PAVE, SEC Form N-PORT, May 31, 2026; CGGO, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PAVE | CGGO |
|---|---|---|
| Bank of America Corp. | $1.5B | $164.7M |
| LPL Financial LLC | $566.6M | $766.8M |
| Morgan Stanley | $686.1M | $552.8M |
| Envestnet Asset Management Inc. | $299.9M | $547.7M |
| Raymond James Financial Inc. | $109.7M | $633.9M |
| Wells Fargo & Company | $212.0M | $371.7M |
| Northwestern Mutual Wealth Management Co | $109.4M | $457.0M |
| Cetera Investment Advisers | $100.1M | $374.1M |
| Cambridge Investment Research Advisors, Inc. | $63.7M | $299.1M |
| UBS Group AG | $139.4M | $203.2M |
| Osaic Holdings, Inc. | $131.3M | $202.5M |
| JPMorgan Chase & Co | $263.4M | $34.5M |
| Commonwealth Equity Services, LLC | $59.3M | $233.3M |
| Jones Financial Companies LLLP | $23.4M | $266.1M |
| Royal Bank of Canada | $116.0M | $169.2M |
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: PAVE institutional holders, CGGO institutional holders.
Frequently asked questions
How much do PAVE and CGGO overlap?
0.8% by weight, with 1 holdings in common, using holdings for PAVE as of May 31, 2026 and CGGO as of May 31, 2026. The largest shared position is ATI.
Do institutions hold both PAVE and CGGO?
237 Form 13F filers report positions in both, out of 1,037 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%.