TAGG vs CLIP overlap
TAGG and CLIP overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (TAGG: July 31, 2026, CLIP: 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
These funds hold nothing in common.
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: TAGG, SEC Form N-PORT, July 31, 2026; CLIP, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TAGG | CLIP |
|---|---|---|
| LPL Financial LLC | $118.8M | $191.6M |
| Cambridge Investment Research Advisors, Inc. | $465K | $30.5M |
| Raymond James Financial Inc. | $5.2M | $21.2M |
| Morgan Stanley | $19.0M | $40K |
| Cetera Investment Advisers | $5.4M | $9.7M |
| Goldman Sachs Group Inc. | $205K | $13.3M |
| Farther Finance Advisors, LLC | $176K | $13.2M |
| Osaic Holdings, Inc. | $1.2M | $11.6M |
| Envestnet Asset Management Inc. | $4.5M | $6.5M |
| Commonwealth Equity Services, LLC | $4.2M | $3.9M |
| Truist Financial Corp. | $1.2M | $6.6M |
| D.A. Davidson & Co. | $1.4M | $3.9M |
| Rothschild Investment LLC | $2.1M | $928K |
| JPMorgan Chase & Co | $2.7M | $12K |
| Integrated Wealth Concepts LLC | $149K | $1.1M |
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: TAGG institutional holders, CLIP institutional holders.
Frequently asked questions
How much do TAGG and CLIP overlap?
0.0% by weight, with 0 holdings in common, using holdings for TAGG as of July 31, 2026 and CLIP as of May 31, 2026.
Do institutions hold both TAGG and CLIP?
23 Form 13F filers report positions in both, out of 177 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%.