CGIB vs BYLD overlap
CGIB and BYLD 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: CGIB, SEC Form N-PORT, June 30, 2026; BYLD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | CGIB | BYLD |
|---|---|---|
| Wells Fargo & Company | $72.9M | $45K |
| Envestnet Asset Management Inc. | $36.1M | $8.5M |
| Raymond James Financial Inc. | $653K | $22.1M |
| Osaic Holdings, Inc. | $3.9M | $9.6M |
| Cetera Investment Advisers | $3.2M | $7.3M |
| Commonwealth Equity Services, LLC | $3.2M | $4.2M |
| Envestnet Portfolio Solutions, Inc. | $354K | $4.6M |
| Cambridge Investment Research Advisors, Inc. | $2.3M | $1.4M |
| Kestra Private Wealth Services, LLC | $332K | $2.7M |
| Royal Bank of Canada | $2.8M | $154K |
| Valmark Advisers, Inc. | $2.0M | $554K |
| Harbour Investments, Inc. | $1.7M | $19K |
| Citadel Advisors LLC | $234K | $1.4M |
| Kestra Advisory Services, LLC | $933K | $490K |
| Dynamic Advisor Solutions LLC | $579K | $294K |
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: CGIB institutional holders, BYLD institutional holders.
Frequently asked questions
How much do CGIB and BYLD overlap?
0.0% by weight, with 0 holdings in common, using holdings for CGIB as of June 30, 2026 and BYLD as of July 31, 2026.
Do institutions hold both CGIB and BYLD?
19 Form 13F filers report positions in both, out of 124 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%.