URTH vs CGGE overlap
URTH and CGGE overlap 33.3% by weight, across 108 shared holdings.
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Top shared holdings
| Holding | URTH | CGGE | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 3.48% | 3.61% | 3.48% |
| Apple Inc.AAPL | 5.03% | 3.17% | 3.17% |
| Alphabet Inc.-aGOOGL | 2.43% | 5.26% | 2.43% |
| Broadcom Inc.AVGO | 2.21% | 5.19% | 2.21% |
| Nvidia Corp.NVDA | 5.62% | 2.16% | 2.16% |
| Amazon.COM Inc.AMZN | 2.85% | 2.00% | 2.00% |
| META Platforms-aMETA | 1.51% | 1.35% | 1.35% |
| Micron TechMU | 1.20% | 1.21% | 1.20% |
| JPMorgan ChaseJPM | 0.89% | 2.07% | 0.89% |
| ELI Lilly & CoLLY | 0.97% | 0.81% | 0.81% |
| ASML Holding NVASML | 0.69% | 2.74% | 0.69% |
| VISA Inc.-Class aV | 0.60% | 0.76% | 0.60% |
| Mastercard Inc.-aMA | 0.46% | 1.06% | 0.46% |
| Caterpillar Inc.CAT | 0.45% | 0.57% | 0.45% |
| Abbvie Inc.ABBV | 0.42% | 0.54% | 0.42% |
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: URTH, SEC Form N-PORT, May 31, 2026; CGGE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | URTH | CGGE |
|---|---|---|
| Envestnet Asset Management Inc. | $33.5M | $526.9M |
| Royal Bank of Canada | $441.6M | $45.7M |
| LPL Financial LLC | $47.4M | $183.8M |
| Wells Fargo & Company | $20.0M | $200.0M |
| Goldman Sachs Group Inc. | $148.2M | $390K |
| Cetera Investment Advisers | $14.0M | $119.2M |
| Bank of America Corp. | $105.9M | $4.1M |
| Cambridge Investment Research Advisors, Inc. | $6.7M | $83.3M |
| Morgan Stanley | $85.5M | $126K |
| MML Investors Services, LLC | $5.9M | $65.8M |
| Bank of Montreal | $66.7M | $2.3M |
| Jane Street Group, LLC | $53.0M | $12.3M |
| Commonwealth Equity Services, LLC | $5.0M | $49.8M |
| Assetmark, Inc. | $39K | $54.1M |
| JPMorgan Chase & Co | $50.3M | $347K |
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: URTH institutional holders, CGGE institutional holders.
Frequently asked questions
How much do URTH and CGGE overlap?
33.3% by weight, with 108 holdings in common, using holdings for URTH as of May 31, 2026 and CGGE as of May 31, 2026. The largest shared position is MSFT.
Do institutions hold both URTH and CGGE?
58 Form 13F filers report positions in both, out of 399 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%.