CGMS vs BLV overlap
CGMS and BLV overlap 2.2% by weight, across 101 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | CGMS | BLV | Overlap |
|---|---|---|---|
| US Treasury N/BT | 0.11% | 0.24% | 0.11% |
| Amazon.COM Inc. | 0.11% | 0.11% | 0.11% |
| Pfizer InvstmntPFE | 0.12% | 0.10% | 0.10% |
| META PlatformsMETA | 0.11% | 0.09% | 0.09% |
| Oracle Corp. | 0.29% | 0.07% | 0.07% |
| META Platforms | 0.09% | 0.07% | 0.07% |
| META PlatformsMETA | 0.06% | 0.08% | 0.06% |
| Oracle Corp. | 0.24% | 0.06% | 0.06% |
| Pacific Gas&ELEC | 0.12% | 0.06% | 0.06% |
| Bristol-Myers | 0.14% | 0.06% | 0.06% |
| Boeing Co | 0.05% | 0.06% | 0.05% |
| Boeing Co/theBA | 0.09% | 0.04% | 0.04% |
| Oracle Corp. | 0.06% | 0.04% | 0.04% |
| Space ExploratioSPCX | 0.07% | 0.04% | 0.04% |
| Charter COMM OPT | 0.04% | 0.05% | 0.04% |
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: CGMS, SEC Form N-PORT, June 30, 2026; BLV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | CGMS | BLV |
|---|---|---|
| Envestnet Asset Management Inc. | $248.1M | $955.8M |
| LPL Financial LLC | $592.6M | $208.9M |
| Wells Fargo & Company | $272.1M | $98.6M |
| Morgan Stanley | $216.8M | $42.0M |
| Raymond James Financial Inc. | $216.7M | $19.5M |
| Cetera Investment Advisers | $138.3M | $71.7M |
| UBS Group AG | $170.5M | $33.8M |
| Cambridge Investment Research Advisors, Inc. | $110.9M | $92.6M |
| Osaic Holdings, Inc. | $89.8M | $50.5M |
| Royal Bank of Canada | $50.4M | $78.7M |
| Bank of New York Mellon Corp | $1.4M | $108.7M |
| Commonwealth Equity Services, LLC | $91.1M | $6.4M |
| Goldman Sachs Group Inc. | $7.0M | $72.7M |
| Stifel Financial Corp. | $60.0M | $15.7M |
| Bank of America Corp. | $2.6M | $70.0M |
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: CGMS institutional holders, BLV institutional holders.
Frequently asked questions
How much do CGMS and BLV overlap?
2.2% by weight, with 101 holdings in common, using holdings for CGMS as of June 30, 2026 and BLV as of June 30, 2026. The largest shared position is T.
Do institutions hold both CGMS and BLV?
148 Form 13F filers report positions in both, out of 623 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%.