CGMM vs AVSC overlap
CGMM and AVSC overlap 1.5% by weight, across 14 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | CGMM | AVSC | Overlap |
|---|---|---|---|
| VAIL ResortsMTN | 1.39% | 0.24% | 0.24% |
| Covista Inc.CVSA | 0.80% | 0.20% | 0.20% |
| Alaska Air GroupALK | 0.77% | 0.19% | 0.19% |
| VSE Corp.VSEC | 0.52% | 0.16% | 0.16% |
| Victory Capita-aVCTR | 1.09% | 0.13% | 0.13% |
| Alignment HealthALHC | 0.32% | 0.13% | 0.13% |
| Louisiana-PacifiLPX | 0.72% | 0.12% | 0.12% |
| Oruka TherapeutiORKA | 0.11% | 0.17% | 0.11% |
| Artisan Partne-aAPAM | 0.54% | 0.10% | 0.10% |
| WEX Inc.WEX | 1.77% | 0.06% | 0.06% |
| ELF Beauty Inc.ELF | 1.07% | 0.04% | 0.04% |
| GPGI Inc.GPGI | 0.33% | 0.03% | 0.03% |
| Hamilton Lane-aHLNE | 0.37% | 0.02% | 0.02% |
| Ingram Micro HOLINGM | 1.43% | 0.01% | 0.01% |
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: CGMM, SEC Form N-PORT, May 31, 2026; AVSC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | CGMM | AVSC |
|---|---|---|
| LPL Financial LLC | $708.0M | $38.6M |
| Envestnet Asset Management Inc. | $345.6M | $57.1M |
| Wells Fargo & Company | $155.4M | $4.1M |
| Northwestern Mutual Wealth Management Co | $40.7M | $96.7M |
| Jones Financial Companies LLLP | $81.3M | $1.1M |
| Morgan Stanley | $51K | $81.4M |
| Osaic Holdings, Inc. | $80.6M | $526K |
| Cetera Investment Advisers | $75.0M | $961K |
| Cambridge Investment Research Advisors, Inc. | $70.6M | $2.1M |
| Commonwealth Equity Services, LLC | $51.9M | $6.4M |
| Raymond James Financial Inc. | $40.2M | $13.4M |
| MML Investors Services, LLC | $43.7M | $6.2M |
| Merit Financial Group, LLC | $46.4M | $392K |
| Assetmark, Inc. | $36.4M | $53K |
| Kestra Advisory Services, LLC | $32.9M | $3.1M |
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: CGMM institutional holders, AVSC institutional holders.
Frequently asked questions
How much do CGMM and AVSC overlap?
1.5% by weight, with 14 holdings in common, using holdings for CGMM as of May 31, 2026 and AVSC as of May 31, 2026. The largest shared position is MTN.
Do institutions hold both CGMM and AVSC?
56 Form 13F filers report positions in both, out of 418 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%.