POWA vs CHGX overlap
POWA and CHGX overlap 10.9% by weight, across 11 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | POWA | CHGX | Overlap |
|---|---|---|---|
| Applied MaterialAMAT | 2.56% | 1.40% | 1.40% |
| US Foods HoldingUSFD | 1.78% | 1.09% | 1.09% |
| Home Depot Inc.HD | 1.74% | 1.08% | 1.08% |
| Autozone Inc.AZO | 1.65% | 1.00% | 1.00% |
| Best BUY Co Inc.BBY | 2.45% | 0.97% | 0.97% |
| Fidelity NationaFIS | 1.86% | 0.96% | 0.96% |
| ULTA Beauty Inc.ULTA | 1.55% | 0.93% | 0.93% |
| Servicenow Inc.NOW | 2.43% | 0.90% | 0.90% |
| Autodesk Inc.ADSK | 2.12% | 0.85% | 0.85% |
| Adobe Inc.ADBE | 2.07% | 0.84% | 0.84% |
| Rollins Inc.ROL | 1.66% | 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: POWA, SEC Form N-PORT, May 31, 2026; CHGX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | POWA | CHGX |
|---|---|---|
| LPL Financial LLC | $23.8M | $1.8M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $5.4M |
| Commonwealth Equity Services, LLC | $3.7M | $2.4M |
| Creative Planning | $4.3M | $243K |
| Morgan Stanley | $2.6M | $311K |
| Osaic Holdings, Inc. | $1.0M | $1.0M |
| Envestnet Asset Management Inc. | $222K | $1.7M |
| HighTower Advisors, LLC | $1.1M | $648K |
| Royal Bank of Canada | $240K | $540K |
| FMR LLC | $357K | $196K |
| Steward Partners Investment Advisory, LLC | $90K | $105K |
| PNC Financial Services Group, Inc. | $101K | $57K |
| AE Wealth Management LLC | $112K | $40K |
| JPMorgan Chase & Co | $31K | $89K |
| Harbour Investments, Inc. | $4K | $10K |
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: POWA institutional holders, CHGX institutional holders.
Frequently asked questions
How much do POWA and CHGX overlap?
10.9% by weight, with 11 holdings in common, using holdings for POWA as of May 31, 2026 and CHGX as of June 30, 2026. The largest shared position is AMAT.
Do institutions hold both POWA and CHGX?
16 Form 13F filers report positions in both, out of 103 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%.