SPLV vs CGDG overlap
SPLV and CGDG overlap 12.3% by weight, across 15 shared holdings.
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Top shared holdings
| Holding | SPLV | CGDG | Overlap |
|---|---|---|---|
| Linde PLCLIN | 1.17% | 1.09% | 1.09% |
| Centerpoint ENERCNP | 1.23% | 1.04% | 1.04% |
| Welltower Inc.WELL | 0.89% | 1.99% | 0.89% |
| PNC Financial SEPNC | 0.88% | 0.92% | 0.88% |
| JPMorgan ChaseJPM | 0.87% | 1.04% | 0.87% |
| Mondelez Inter-aMDLZ | 0.85% | 1.41% | 0.85% |
| Public StoragePSA | 0.85% | 1.10% | 0.85% |
| Atmos EnergyATO | 1.14% | 0.83% | 0.83% |
| CME Group Inc.CME | 0.94% | 0.80% | 0.80% |
| Union PAC Corp.UNP | 0.88% | 0.79% | 0.79% |
| Johnson&JohnsonJNJ | 1.15% | 0.76% | 0.76% |
| SempraSRE | 0.95% | 0.73% | 0.73% |
| YUM! Brands Inc.YUM | 0.86% | 0.67% | 0.67% |
| Exelon Corp.EXC | 1.06% | 0.65% | 0.65% |
| Bank of AmericaBAC | 0.87% | 0.62% | 0.62% |
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: SPLV, SEC Form N-PORT, May 31, 2026; CGDG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPLV | CGDG |
|---|---|---|
| LPL Financial LLC | $286.7M | $483.1M |
| Bank of America Corp. | $521.8M | $10.3M |
| Morgan Stanley | $370.3M | $148.0M |
| Envestnet Asset Management Inc. | $45.6M | $461.6M |
| Wells Fargo & Company | $104.6M | $219.2M |
| Raymond James Financial Inc. | $84.0M | $192.7M |
| Royal Bank of Canada | $137.8M | $104.3M |
| Cetera Investment Advisers | $38.9M | $157.8M |
| Cambridge Investment Research Advisors, Inc. | $40.8M | $124.0M |
| FMR LLC | $163.8M | $34K |
| Commonwealth Equity Services, LLC | $62.7M | $96.4M |
| UBS Group AG | $71.1M | $46.8M |
| Osaic Holdings, Inc. | $55.5M | $54.4M |
| Jones Financial Companies LLLP | $23.5M | $71.4M |
| MML Investors Services, LLC | $11.2M | $75.3M |
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: SPLV institutional holders, CGDG institutional holders.
Frequently asked questions
How much do SPLV and CGDG overlap?
12.3% by weight, with 15 holdings in common, using holdings for SPLV as of May 31, 2026 and CGDG as of May 31, 2026. The largest shared position is LIN.
Do institutions hold both SPLV and CGDG?
167 Form 13F filers report positions in both, out of 870 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%.