XCCC vs CGUI overlap
XCCC and CGUI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: XCCC, SEC Form N-PORT, July 31, 2026; CGUI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XCCC | CGUI |
|---|---|---|
| Wells Fargo & Company | $3 | $11.8M |
| Envestnet Asset Management Inc. | $2.9M | $8.5M |
| Cetera Investment Advisers | $2.5M | $7.1M |
| MML Investors Services, LLC | $539K | $7.8M |
| Osaic Holdings, Inc. | $26K | $4.4M |
| Wealth Enhancement Advisory Services, LLC | $3.2M | $1.1M |
| Jane Street Group, LLC | $2.1M | $2.0M |
| Royal Bank of Canada | $16K | $2.3M |
| &Partners | $1.4M | $370K |
| HBW Advisory Services LLC | $968K | $777K |
| Dynamic Advisor Solutions LLC | $287K | $385K |
| Kestra Advisory Services, LLC | $249K | $362K |
| Integrated Wealth Concepts LLC | $71K | $55K |
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: XCCC institutional holders, CGUI institutional holders.
Frequently asked questions
How much do XCCC and CGUI overlap?
0.0% by weight, with 0 holdings in common, using holdings for XCCC as of July 31, 2026 and CGUI as of June 30, 2026.
Do institutions hold both XCCC and CGUI?
13 Form 13F filers report positions in both, out of 90 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%.