CMBS vs CFA overlap
CMBS and CFA 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: CMBS, SEC Form N-PORT, July 31, 2026; CFA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | CMBS | CFA |
|---|---|---|
| UBS Group AG | $71.5M | $19.1M |
| Morgan Stanley | $13.2M | $60.7M |
| Bank of America Corp. | $7.5M | $34.2M |
| LPL Financial LLC | $20.7M | $11.7M |
| Wells Fargo & Company | $9.2M | $19.7M |
| AE Wealth Management LLC | $28.0M | $5K |
| Raymond James Financial Inc. | $6.7M | $20.4M |
| Fifth Third Bancorp | $402K | $22.5M |
| Rockefeller Capital Management L.P. | $78K | $12.1M |
| Osaic Holdings, Inc. | $5.9M | $3.4M |
| Cetera Investment Advisers | $7.9M | $599K |
| Ameriprise Financial Inc. | $4.3M | $3.6M |
| Jones Financial Companies LLLP | $2.0M | $5.9M |
| Cambridge Investment Research Advisors, Inc. | $1.0M | $6.1M |
| Commonwealth Equity Services, LLC | $1.4M | $5.3M |
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, CFA institutional holders.
Frequently asked questions
How much do CMBS and CFA overlap?
0.0% by weight, with 0 holdings in common, using holdings for CMBS as of July 31, 2026 and CFA as of June 30, 2026.
Do institutions hold both CMBS and CFA?
27 Form 13F filers report positions in both, out of 146 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%.