CGSD vs BKMI overlap
19 institutions report holding both CGSD and BKMI.
CGSDBKMI
Pick 2 to 4 ETFs.
We don’t have holdings for BKMI. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
19
institutions report holding both, of 232 holding any
CGSD39.6% of its 13F dollars, 10.1% of its 188 holders
BKMI98.0% of its 13F dollars, 30.2% of its 63 holders
Largest institutions holding both
| Firm | CGSD | BKMI |
|---|---|---|
| Bank of New York Mellon Corp | $419K | $1.6B |
| Morgan Stanley | $194.4M | $1.5M |
| LPL Financial LLC | $194.3M | $836K |
| Cetera Investment Advisers | $68.5M | $217K |
| Royal Bank of Canada | $41.6M | $468K |
| Raymond James Financial Inc. | $39.0M | $1.5M |
| Osaic Holdings, Inc. | $40.3M | $160K |
| UBS Group AG | $33.1M | $139K |
| Northwestern Mutual Wealth Management Co | $9.6M | $278K |
| Captrust Financial Advisors | $4.1M | $766K |
| Rothschild Investment LLC | $4.4M | $205K |
| Citadel Advisors LLC | $3.5M | $466K |
| Janney Montgomery Scott LLC | $2.2M | $1.2M |
| Fifth Third Bancorp | $551K | $1.3M |
| Assetmark, Inc. | $479K | $58K |
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: CGSD institutional holders, BKMI institutional holders.
Frequently asked questions
Do institutions hold both CGSD and BKMI?
19 Form 13F filers report positions in both, out of 232 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%.