SEMG vs CGVV overlap

SEMG and CGVV overlap 13.7% by weight, across 6 shared holdings.

SEMGCGVV

Pick 2 to 4 ETFs.

13.7%

overlap by weight, across 6 shared holdings

SEMG24.4% of the fund is in shared holdings, of 21

CGVV13.8% of the fund is in shared holdings, of 64

These funds report on different dates (SEMG: July 31, 2026, CGVV: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

Top shared holdings

Holding	SEMG	CGVV	Overlap
Alphabet Inc.-aGOOGL	11.80%	3.79%	3.79%
META Platforms-aMETA	3.04%	2.65%	2.65%
Applied MaterialAMAT	2.80%	2.64%	2.64%
Berkshire HATH-BBRK/B	2.61%	2.24%	2.24%
UBER TechnologieUBER	1.42%	1.50%	1.42%
S&P Global Inc.SPGI	2.76%	0.94%	0.94%

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: SEMG, SEC Form N-PORT, July 31, 2026; CGVV, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 46 holding any

SEMG51.0% of its 13F dollars, 18.2% of its 11 holders

CGVV4.7% of its 13F dollars, 5.4% of its 37 holders

Largest institutions holding both

Firm	SEMG	CGVV
Envestnet Asset Management Inc.	$42.5M	$4.7M
Royal Bank of Canada	$7.9M	$11K

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: SEMG institutional holders, CGVV institutional holders.

Frequently asked questions

How much do SEMG and CGVV overlap?

13.7% by weight, with 6 holdings in common, using holdings for SEMG as of July 31, 2026 and CGVV as of May 31, 2026. The largest shared position is GOOGL.

Do institutions hold both SEMG and CGVV?

2 Form 13F filers report positions in both, out of 46 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%.