CSB vs ACMG overlap
CSB and ACMG 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: CSB, SEC Form N-PORT, June 30, 2026; ACMG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | CSB | ACMG |
|---|---|---|
| Envestnet Asset Management Inc. | $471K | $62.9M |
| UBS Group AG | $7.6M | $18K |
| LPL Financial LLC | $4.8M | $1.1M |
| Cetera Investment Advisers | $2.4M | $252K |
| Susquehanna International Group, LLP | $1.4M | $274K |
| Commonwealth Equity Services, LLC | $942K | $277K |
| Cambridge Investment Research Advisors, Inc. | $494K | $604K |
| Osaic Holdings, Inc. | $89K | $491K |
| Morgan Stanley | $213K | $267K |
| Farther Finance Advisors, LLC | $162K | $15K |
| JPMorgan Chase & Co | $81K | $69K |
| FMR LLC | $11K | $1K |
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: CSB institutional holders, ACMG institutional holders.
Frequently asked questions
How much do CSB and ACMG overlap?
0.0% by weight, with 0 holdings in common, using holdings for CSB as of June 30, 2026 and ACMG as of May 31, 2026.
Do institutions hold both CSB and ACMG?
12 Form 13F filers report positions in both, out of 71 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%.