PIEQ vs CGIC overlap
PIEQ and CGIC overlap 20.5% by weight, across 14 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PIEQ | CGIC | Overlap |
|---|---|---|---|
| Taiwan Semic-ADRTSM | 6.96% | 5.83% | 5.83% |
| ASML Holding NVASML | 6.80% | 2.74% | 2.74% |
| Samsung Electron005930 | 8.00% | 2.46% | 2.46% |
| Astrazeneca PLCAZN | 3.05% | 1.83% | 1.83% |
| BAE Systems PLCBAESF | 2.55% | 1.71% | 1.71% |
| Unicredit SpaUCG | 2.23% | 1.39% | 1.39% |
| BRIT AMER TobaccBATS | 3.97% | 1.25% | 1.25% |
| AIA1299 | 2.45% | 0.92% | 0.92% |
| BNP ParibasBNP | 2.10% | 0.68% | 0.68% |
| VALE SA Sponsored ADSVALE | 1.70% | 0.66% | 0.66% |
| Shell PLCSHELL | 1.33% | 0.47% | 0.47% |
| Komatsu Ltd.6301 | 1.35% | 0.26% | 0.26% |
| Entain PLCENT | 1.74% | 0.18% | 0.18% |
| GaztransportGTT | 0.48% | 0.13% | 0.13% |
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: PIEQ, SEC Form N-PORT, June 30, 2026; CGIC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PIEQ | CGIC |
|---|---|---|
| Envestnet Asset Management Inc. | $378.8M | $136.3M |
| Principal Securities, Inc. | $396.3M | $246K |
| LPL Financial LLC | $3.6M | $208.2M |
| Commonwealth Equity Services, LLC | $703K | $54.4M |
| Private Advisor Group, LLC | $2.2M | $12.6M |
| Northwestern Mutual Wealth Management Co | $2K | $10.2M |
| Assetmark, Inc. | $2K | $7.9M |
| UBS Group AG | $13K | $7.3M |
| Susquehanna International Group, LLP | $817K | $3.6M |
| Jane Street Group, LLC | $2.4M | $1.6M |
| Harbour Investments, Inc. | $6K | $3.2M |
| Capital Investment Advisory Services, LLC | $2.9M | $264K |
| Smartleaf Asset Management LLC | $2.0M | $22K |
| HighPoint Advisor Group LLC | $699K | $727K |
| Integrated Wealth Concepts LLC | $16K | $636K |
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: PIEQ institutional holders, CGIC institutional holders.
Frequently asked questions
How much do PIEQ and CGIC overlap?
20.5% by weight, with 14 holdings in common, using holdings for PIEQ as of June 30, 2026 and CGIC as of May 31, 2026. The largest shared position is TSM.
Do institutions hold both PIEQ and CGIC?
17 Form 13F filers report positions in both, out of 230 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%.