CGUI vs BSMU overlap
CGUI and BSMU 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: CGUI, SEC Form N-PORT, June 30, 2026; BSMU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | CGUI | BSMU |
|---|---|---|
| LPL Financial LLC | $32.7M | $10.2M |
| Wells Fargo & Company | $11.8M | $11.3M |
| Envestnet Asset Management Inc. | $8.5M | $2.5M |
| MML Investors Services, LLC | $7.8M | $1.5M |
| Raymond James Financial Inc. | $3.4M | $5.3M |
| Jones Financial Companies LLLP | $5.1M | $3.2M |
| Cetera Investment Advisers | $7.1M | $368K |
| Osaic Holdings, Inc. | $4.4M | $2.0M |
| Commonwealth Equity Services, LLC | $4.2M | $1.6M |
| UBS Group AG | $230K | $5.5M |
| Captrust Financial Advisors | $3.1M | $960K |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $582K |
| Kestra Advisory Services, LLC | $362K | $3.0M |
| Royal Bank of Canada | $2.3M | $617K |
| Wealthcare Advisory Partners LLC | $2.6M | $297K |
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: CGUI institutional holders, BSMU institutional holders.
Frequently asked questions
How much do CGUI and BSMU overlap?
0.0% by weight, with 0 holdings in common, using holdings for CGUI as of June 30, 2026 and BSMU as of May 31, 2026.
Do institutions hold both CGUI and BSMU?
22 Form 13F filers report positions in both, out of 142 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%.