PFIG vs CHGX overlap
PFIG and CHGX 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: PFIG, SEC Form N-PORT, May 31, 2026; CHGX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PFIG | CHGX |
|---|---|---|
| LPL Financial LLC | $13.5M | $1.8M |
| Envestnet Asset Management Inc. | $287K | $1.7M |
| Citadel Advisors LLC | $1.2M | $467K |
| Osaic Holdings, Inc. | $14K | $1.0M |
| Royal Bank of Canada | $277K | $540K |
| Morgan Stanley | $310K | $311K |
| FMR LLC | $10K | $196K |
| AE Wealth Management LLC | $2K | $40K |
| Wells Fargo & Company | $11 | $10 |
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: PFIG institutional holders, CHGX institutional holders.
Frequently asked questions
How much do PFIG and CHGX overlap?
0.0% by weight, with 0 holdings in common, using holdings for PFIG as of May 31, 2026 and CHGX as of June 30, 2026.
Do institutions hold both PFIG and CHGX?
9 Form 13F filers report positions in both, out of 70 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%.