VIOG vs CLSE overlap
VIOG and CLSE overlap 5.5% by weight, across 16 shared holdings.
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Top shared holdings
| Holding | VIOG | CLSE | Overlap |
|---|---|---|---|
| Stonex Group Inc.SNEX | 0.94% | 0.86% | 0.86% |
| MYR Group Inc./deMYRG | 0.85% | 0.62% | 0.62% |
| PTC TherapeuticsPTCT | 0.70% | 0.49% | 0.49% |
| Virtu Financia-aVIRT | 0.47% | 0.57% | 0.47% |
| Frontdoor Inc.FTDR | 0.53% | 0.44% | 0.44% |
| Sphere EntertainSPHR | 0.44% | 1.06% | 0.44% |
| Catalyst PharmacCPRX | 0.43% | 0.51% | 0.43% |
| AZZ Inc.AZZ | 0.48% | 0.34% | 0.34% |
| Openlane Inc.OPLN | 0.48% | 0.24% | 0.24% |
| Ringcentral in-aRNG | 0.23% | 0.62% | 0.23% |
| Teradata Corp.TDC | 0.21% | 1.14% | 0.21% |
| LXP Industrial TLXP | 0.19% | 0.35% | 0.19% |
| PAR Pacific HOLDPARR | 0.16% | 0.49% | 0.16% |
| Amneal Pharm Inc.AMRX | 0.16% | 0.65% | 0.16% |
| Cargurus Inc.CARG | 0.14% | 0.30% | 0.14% |
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: VIOG, SEC Form N-PORT, May 31, 2026; CLSE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VIOG | CLSE |
|---|---|---|
| LPL Financial LLC | $34.1M | $45.5M |
| Envestnet Asset Management Inc. | $7.8M | $30.8M |
| Morgan Stanley | $34.2M | $68 |
| Rockefeller Capital Management L.P. | $60K | $30.3M |
| Janney Montgomery Scott LLC | $3.6M | $19.7M |
| Mariner, LLC | $13.8M | $3.2M |
| Wealth Enhancement Advisory Services, LLC | $4.9M | $11.5M |
| Global Retirement Partners, LLC | $9.3M | $6.3M |
| Royal Bank of Canada | $5.1M | $10.4M |
| Steward Partners Investment Advisory, LLC | $12.3M | $775K |
| Equitable Holdings, Inc. | $1.4M | $6.6M |
| IFG Advisory, LLC | $31K | $7.6M |
| Cambridge Investment Research Advisors, Inc. | $6.2M | $486K |
| Wells Fargo & Company | $6.5M | $39K |
| Integrated Wealth Concepts LLC | $22K | $5.4M |
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: VIOG institutional holders, CLSE institutional holders.
Frequently asked questions
How much do VIOG and CLSE overlap?
5.5% by weight, with 16 holdings in common, using holdings for VIOG as of May 31, 2026 and CLSE as of May 31, 2026. The largest shared position is SNEX.
Do institutions hold both VIOG and CLSE?
33 Form 13F filers report positions in both, out of 280 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%.