DFUS vs CGGR overlap
DFUS and CGGR overlap 38.2% by weight, across 74 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (DFUS: July 31, 2026, CGGR: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | DFUS | CGGR | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.75% | 5.16% | 5.16% |
| Microsoft Corp.MSFT | 4.99% | 4.37% | 4.37% |
| Alphabet Inc.-aGOOGL | 3.00% | 3.06% | 3.00% |
| Amazon.COM Inc.AMZN | 3.83% | 2.69% | 2.69% |
| Broadcom Inc.AVGO | 2.63% | 5.40% | 2.63% |
| Alphabet Inc.-CGOOG | 2.48% | 3.36% | 2.48% |
| Apple Inc.AAPL | 6.45% | 1.79% | 1.79% |
| META Platforms-aMETA | 1.77% | 7.09% | 1.77% |
| Micron TechMU | 1.35% | 4.86% | 1.35% |
| ELI Lilly & CoLLY | 1.33% | 1.81% | 1.33% |
| Tesla Inc.TSLA | 1.27% | 5.85% | 1.27% |
| VISA Inc.-Class aV | 0.88% | 2.34% | 0.88% |
| Intel Corp.INTC | 0.62% | 1.19% | 0.62% |
| Bank of AmericaBAC | 0.61% | 1.05% | 0.61% |
| Costco WholesaleCOST | 0.61% | 0.60% | 0.60% |
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: DFUS, SEC Form N-PORT, July 31, 2026; CGGR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DFUS | CGGR |
|---|---|---|
| LPL Financial LLC | $279.2M | $2.8B |
| Morgan Stanley | $25.1M | $1.5B |
| Raymond James Financial Inc. | $139.8M | $765.0M |
| Envestnet Asset Management Inc. | $117.1M | $781.7M |
| Wells Fargo & Company | $1.1M | $829.5M |
| Bank of America Corp. | $145.2M | $683.4M |
| Focus Partners Wealth | $773.8M | $41.5M |
| Commonwealth Equity Services, LLC | $130.4M | $658.4M |
| Northwestern Mutual Wealth Management Co | $9.4M | $618.6M |
| Cetera Investment Advisers | $57.6M | $500.0M |
| Jones Financial Companies LLLP | $21.2M | $528.8M |
| Cambridge Investment Research Advisors, Inc. | $54.3M | $481.1M |
| Royal Bank of Canada | $114.5M | $390.3M |
| Osaic Holdings, Inc. | $24.4M | $432.6M |
| Root Financial Partners, LLC | $426.0M | $272K |
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: DFUS institutional holders, CGGR institutional holders.
Frequently asked questions
How much do DFUS and CGGR overlap?
38.2% by weight, with 74 holdings in common, using holdings for DFUS as of July 31, 2026 and CGGR as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both DFUS and CGGR?
248 Form 13F filers report positions in both, out of 1,272 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%.