CGHM vs BSCQ overlap
CGHM and BSCQ 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: CGHM, SEC Form N-PORT, June 30, 2026; BSCQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | CGHM | BSCQ |
|---|---|---|
| Envestnet Asset Management Inc. | $343.8M | $25.9M |
| LPL Financial LLC | $156.3M | $145.4M |
| Wells Fargo & Company | $5.5M | $115.8M |
| Cambridge Investment Research Advisors, Inc. | $104.7M | $8.9M |
| Morgan Stanley | $52K | $112.8M |
| Cetera Investment Advisers | $74.1M | $18.4M |
| MML Investors Services, LLC | $36.0M | $56.3M |
| Raymond James Financial Inc. | $31.1M | $59.7M |
| Bank of America Corp. | $4.0M | $74.5M |
| Royal Bank of Canada | $36.3M | $36.3M |
| Osaic Holdings, Inc. | $23.6M | $32.5M |
| Vestmark Advisory Solutions, Inc. | $40.1M | $249K |
| Commonwealth Equity Services, LLC | $21.9M | $13.5M |
| Assetmark, Inc. | $34.5M | $46K |
| Jones Financial Companies LLLP | $22.1M | $11.7M |
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: CGHM institutional holders, BSCQ institutional holders.
Frequently asked questions
How much do CGHM and BSCQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for CGHM as of June 30, 2026 and BSCQ as of May 31, 2026.
Do institutions hold both CGHM and BSCQ?
80 Form 13F filers report positions in both, out of 509 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%.