RGLO vs IGE overlap
RGLO and IGE overlap 1.8% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RGLO | IGE | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 0.44% | 9.48% | 0.44% |
| Baker Hughes CoBKR | 0.34% | 1.56% | 0.34% |
| Chevron Corp.CVX | 0.29% | 8.81% | 0.29% |
| Barrick Mining CB | 0.18% | 1.75% | 0.18% |
| EQT Corp.EQT | 0.15% | 0.94% | 0.15% |
| Enbridge Inc.ENB | 0.14% | 3.36% | 0.14% |
| Technipfmc PLCFTI | 0.13% | 0.75% | 0.13% |
| CAN Natural RESCNQ | 0.06% | 2.34% | 0.06% |
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: RGLO, SEC Form N-PORT, June 30, 2026; IGE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RGLO | IGE |
|---|---|---|
| Envestnet Asset Management Inc. | $181.2M | $10.1M |
| LPL Financial LLC | $90.3M | $15.4M |
| Cetera Investment Advisers | $79.2M | $2.9M |
| Goldman Sachs Group Inc. | $426K | $20.1M |
| Baird Financial Group, Inc. | $19.0M | $219K |
| Steward Partners Investment Advisory, LLC | $3K | $6.9M |
| Truist Financial Corp. | $4.0M | $1.5M |
| UBS Group AG | $6K | $4.9M |
| MML Investors Services, LLC | $685K | $4.1M |
| Citadel Advisors LLC | $1.6M | $1.7M |
| Sanctuary Advisors, LLC | $1.5M | $1.1M |
| Osaic Holdings, Inc. | $125K | $1.9M |
| IFP Advisors, Inc | $30K | $1.0M |
| Commonwealth Equity Services, LLC | $477K | $466K |
| Harbour Investments, Inc. | $157K | $236K |
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: RGLO institutional holders, IGE institutional holders.
Frequently asked questions
How much do RGLO and IGE overlap?
1.8% by weight, with 8 holdings in common, using holdings for RGLO as of June 30, 2026 and IGE as of June 30, 2026. The largest shared position is XOM.
Do institutions hold both RGLO and IGE?
19 Form 13F filers report positions in both, out of 187 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%.