CMBS vs AVGE overlap
CMBS and AVGE overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (CMBS: July 31, 2026, AVGE: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: CMBS, SEC Form N-PORT, July 31, 2026; AVGE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | CMBS | AVGE |
|---|---|---|
| LPL Financial LLC | $20.7M | $9.3M |
| AE Wealth Management LLC | $28.0M | $692K |
| Commonwealth Equity Services, LLC | $1.4M | $25.2M |
| Morgan Stanley | $13.2M | $527 |
| Wells Fargo & Company | $9.2M | $55K |
| Osaic Holdings, Inc. | $5.9M | $317K |
| Cogent Private Wealth, Inc. | $689K | $5.1M |
| Cambridge Investment Research Advisors, Inc. | $1.0M | $2.4M |
| Envestnet Asset Management Inc. | $2.4M | $757K |
| Jane Street Group, LLC | $1.9M | $453K |
| Farther Finance Advisors, LLC | $4K | $1.1M |
| Kestra Advisory Services, LLC | $321K | $726K |
| JPMorgan Chase & Co | $116K | $316K |
| Royal Bank of Canada | $249K | $39K |
| Private Trust Co NA | $41K | $232K |
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: CMBS institutional holders, AVGE institutional holders.
Frequently asked questions
How much do CMBS and AVGE overlap?
0.0% by weight, with 0 holdings in common, using holdings for CMBS as of July 31, 2026 and AVGE as of May 31, 2026.
Do institutions hold both CMBS and AVGE?
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%.