PWRD vs CGNG overlap
48 institutions report holding both PWRD and CGNG.
PWRDCGNG
Pick 2 to 4 ETFs.
We don’t have holdings for PWRD. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
48
institutions report holding both, of 342 holding any
PWRD40.5% of its 13F dollars, 33.3% of its 144 holders
CGNG58.7% of its 13F dollars, 19.5% of its 246 holders
Largest institutions holding both
| Firm | PWRD | CGNG |
|---|---|---|
| LPL Financial LLC | $72.1M | $330.2M |
| JPMorgan Chase & Co | $364.6M | $191K |
| Sagespring Wealth Partners, LLC | $213.8M | $1.7M |
| Envestnet Asset Management Inc. | $1.3M | $201.4M |
| Wells Fargo & Company | $47.0M | $145.4M |
| Raymond James Financial Inc. | $60.4M | $123.8M |
| Northwestern Mutual Wealth Management Co | $27.9M | $152.6M |
| Bank of America Corp. | $30.8M | $55.5M |
| Commonwealth Equity Services, LLC | $6.7M | $40.3M |
| Osaic Holdings, Inc. | $2.3M | $39.9M |
| Stifel Financial Corp. | $8.2M | $28.8M |
| Jones Financial Companies LLLP | $1.3M | $33.8M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $30.0M |
| NewEdge Advisors, LLC | $12K | $29.8M |
| Royal Bank of Canada | $960K | $28.1M |
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: PWRD institutional holders, CGNG institutional holders.
Frequently asked questions
Do institutions hold both PWRD and CGNG?
48 Form 13F filers report positions in both, out of 342 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%.