CGXU vs AIQ overlap
CGXU and AIQ overlap 8.4% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | CGXU | AIQ | Overlap |
|---|---|---|---|
| SK Hynix Inc.000660 | 3.27% | 7.11% | 3.27% |
| Samsung Electron005930 | 3.10% | 4.79% | 3.10% |
| Tencent700 | 1.27% | 1.68% | 1.27% |
| Siemens AG-REGSIE | 0.74% | 1.84% | 0.74% |
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: CGXU, SEC Form N-PORT, May 31, 2026; AIQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | CGXU | AIQ |
|---|---|---|
| PNC Financial Services Group, Inc. | $5.7M | $1.2B |
| LPL Financial LLC | $654.8M | $341.2M |
| Bank of America Corp. | $103.7M | $597.7M |
| Morgan Stanley | $247.6M | $348.7M |
| UBS Group AG | $192.1M | $291.6M |
| Wells Fargo & Company | $271.2M | $115.8M |
| Northwestern Mutual Wealth Management Co | $267.0M | $111.7M |
| Raymond James Financial Inc. | $205.4M | $87.5M |
| Royal Bank of Canada | $145.0M | $93.8M |
| JPMorgan Chase & Co | $95.6M | $97.6M |
| Cerity Partners LLC | $176.1M | $5.7M |
| Cetera Investment Advisers | $53.6M | $109.2M |
| Commonwealth Equity Services, LLC | $110.9M | $46.0M |
| Benjamin Edwards Inc. | $143.2M | $328K |
| Captrust Financial Advisors | $128.1M | $879K |
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: CGXU institutional holders, AIQ institutional holders.
Frequently asked questions
How much do CGXU and AIQ overlap?
8.4% by weight, with 4 holdings in common, using holdings for CGXU as of May 31, 2026 and AIQ as of May 31, 2026. The largest shared position is 000660.
Do institutions hold both CGXU and AIQ?
178 Form 13F filers report positions in both, out of 890 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%.