DUSB vs CGSM overlap
DUSB and CGSM 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: DUSB, SEC Form N-PORT, July 31, 2026; CGSM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | DUSB | CGSM |
|---|---|---|
| Morgan Stanley | $229K | $94.4M |
| Envestnet Asset Management Inc. | $11.5M | $83.1M |
| LPL Financial LLC | $2.9M | $71.5M |
| Wells Fargo & Company | $2 | $22.3M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $17.3M |
| Osaic Holdings, Inc. | $2.9M | $13.7M |
| Wealth Enhancement Advisory Services, LLC | $10.2M | $5.1M |
| Raymond James Financial Inc. | $4.7M | $10.3M |
| Kestra Advisory Services, LLC | $3.6M | $9.5M |
| MML Investors Services, LLC | $507K | $11.7M |
| Royal Bank of Canada | $326K | $11.6M |
| Commonwealth Equity Services, LLC | $692K | $10.9M |
| Truist Financial Corp. | $299K | $10.9M |
| Betterment LLC | $5.6M | $2.4M |
| Apella Capital, LLC | $3.7M | $4.0M |
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: DUSB institutional holders, CGSM institutional holders.
Frequently asked questions
How much do DUSB and CGSM overlap?
0.0% by weight, with 0 holdings in common, using holdings for DUSB as of July 31, 2026 and CGSM as of June 30, 2026.
Do institutions hold both DUSB and CGSM?
35 Form 13F filers report positions in both, out of 315 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%.