FBCG vs CGBL overlap
FBCG and CGBL overlap 21.8% by weight, across 36 shared holdings.
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Top shared holdings
| Holding | FBCG | CGBL | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 4.38% | 4.58% | 4.38% |
| Apple Inc.AAPL | 9.31% | 2.01% | 2.01% |
| Micron TechMU | 1.97% | 2.23% | 1.97% |
| Microsoft Corp.MSFT | 4.94% | 1.96% | 1.96% |
| Nvidia Corp.NVDA | 14.90% | 1.20% | 1.20% |
| Taiwan Semic-ADRTSM | 1.17% | 3.49% | 1.17% |
| META Platforms-aMETA | 2.31% | 1.10% | 1.10% |
| Amazon.COM Inc.AMZN | 5.86% | 0.81% | 0.81% |
| GE Vernova Inc.GEV | 0.77% | 1.26% | 0.77% |
| ELI Lilly & CoLLY | 2.71% | 0.73% | 0.73% |
| Unitedhealth GRPUNH | 0.68% | 0.64% | 0.64% |
| Boeing Co/theBA | 0.58% | 1.07% | 0.58% |
| Gilead SciencesGILD | 0.57% | 0.74% | 0.57% |
| Mastercard Inc.-aMA | 0.85% | 0.51% | 0.51% |
| General ElectricGE | 0.45% | 0.52% | 0.45% |
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: FBCG, SEC Form N-PORT, July 31, 2026; CGBL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FBCG | CGBL |
|---|---|---|
| FMR LLC | $1.2B | $33K |
| LPL Financial LLC | $44.0M | $710.5M |
| JPMorgan Chase & Co | $545.5M | $5.4M |
| Envestnet Asset Management Inc. | $177.6M | $366.5M |
| Wells Fargo & Company | $80.6M | $384.9M |
| Sagespring Wealth Partners, LLC | $342.5M | $6.6M |
| Morgan Stanley | $112.9M | $233.6M |
| Commonwealth Equity Services, LLC | $180.8M | $132.2M |
| Cetera Investment Advisers | $102.7M | $182.9M |
| Cambridge Investment Research Advisors, Inc. | $41.1M | $196.9M |
| Raymond James Financial Inc. | $3.8M | $215.4M |
| Osaic Holdings, Inc. | $13.8M | $136.1M |
| MML Investors Services, LLC | $77.9M | $51.2M |
| Bank of America Corp. | $100.5M | $15.0M |
| Jones Financial Companies LLLP | $19.8M | $89.7M |
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: FBCG institutional holders, CGBL institutional holders.
Frequently asked questions
How much do FBCG and CGBL overlap?
21.8% by weight, with 36 holdings in common, using holdings for FBCG as of July 31, 2026 and CGBL as of June 30, 2026. The largest shared position is AVGO.
Do institutions hold both FBCG and CGBL?
118 Form 13F filers report positions in both, out of 559 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%.