XUDV vs CGGG overlap

XUDV and CGGG overlap 0.5% by weight, across 2 shared holdings.

XUDVCGGG

Pick 2 to 4 ETFs.

0.5%

overlap by weight, across 2 shared holdings

XUDV0.5% of the fund is in shared holdings, of 91

CGGG4.2% of the fund is in shared holdings, of 40

Top shared holdings

Holding	XUDV	CGGG	Overlap
Carvana CoCVNA	0.24%	1.34%	0.24%
Strategy Inc.MSTR	0.22%	2.83%	0.22%

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: XUDV, SEC Form N-PORT, June 30, 2026; CGGG, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 42 holding any

XUDV13.2% of its 13F dollars, 18.2% of its 11 holders

CGGG5.8% of its 13F dollars, 6.1% of its 33 holders

Largest institutions holding both

Firm	XUDV	CGGG
Envestnet Asset Management Inc.	$7.4M	$3.4M
Citadel Advisors LLC	$1.3M	$377K

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: XUDV institutional holders, CGGG institutional holders.

Frequently asked questions

How much do XUDV and CGGG overlap?

0.5% by weight, with 2 holdings in common, using holdings for XUDV as of June 30, 2026 and CGGG as of May 31, 2026. The largest shared position is CVNA.

Do institutions hold both XUDV and CGGG?

2 Form 13F filers report positions in both, out of 42 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%.