EAGG vs CGMS overlap
EAGG and CGMS overlap 1.4% by weight, across 151 shared holdings.
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Top shared holdings
| Holding | EAGG | CGMS | Overlap |
|---|---|---|---|
| US Treasury N/BT | 0.21% | 0.38% | 0.21% |
| US Treasury N/B | 0.18% | 0.19% | 0.18% |
| US Treasury N/B | 0.08% | 0.18% | 0.08% |
| US Treasury N/BT | 0.18% | 0.07% | 0.07% |
| Honeywell AerospHONA | 0.04% | 0.07% | 0.04% |
| Synopsys Inc. | 0.03% | 0.25% | 0.03% |
| Goldman Sachs Group Inc/The | 0.02% | 0.07% | 0.02% |
| Goldman Sachs GP | 0.02% | 0.02% | 0.02% |
| META Platforms | 0.02% | 0.09% | 0.02% |
| Autonation Inc. | 0.02% | 0.19% | 0.02% |
| Morgan Stanley | 0.02% | 0.08% | 0.02% |
| Amgen Inc.AMGN | 0.02% | 0.11% | 0.02% |
| Bristol-Myers | 0.02% | 0.14% | 0.02% |
| Oracle Corp. | 0.01% | 0.29% | 0.01% |
| Unitedhealth GRP | 0.01% | 0.09% | 0.01% |
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: EAGG, SEC Form N-PORT, May 31, 2026; CGMS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | EAGG | CGMS |
|---|---|---|
| Bank of America Corp. | $1.1B | $2.6M |
| LPL Financial LLC | $150.9M | $592.6M |
| Envestnet Asset Management Inc. | $256.6M | $248.1M |
| JPMorgan Chase & Co | $449.3M | $4.0M |
| Wells Fargo & Company | $28.0M | $272.1M |
| Raymond James Financial Inc. | $74.8M | $216.7M |
| Morgan Stanley | $8.4M | $216.8M |
| UBS Group AG | $19.2M | $170.5M |
| Cetera Investment Advisers | $29.6M | $138.3M |
| Commonwealth Equity Services, LLC | $47.2M | $91.1M |
| Cambridge Investment Research Advisors, Inc. | $24.5M | $110.9M |
| Northwestern Mutual Wealth Management Co | $109.3M | $25.7M |
| Goldman Sachs Group Inc. | $92.5M | $7.0M |
| Osaic Holdings, Inc. | $6.9M | $89.8M |
| Betterment LLC | $85.9M | $5.7M |
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: EAGG institutional holders, CGMS institutional holders.
Frequently asked questions
How much do EAGG and CGMS overlap?
1.4% by weight, with 151 holdings in common, using holdings for EAGG as of May 31, 2026 and CGMS as of June 30, 2026. The largest shared position is T.
Do institutions hold both EAGG and CGMS?
129 Form 13F filers report positions in both, out of 711 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%.