FMB vs CGSD overlap
FMB and CGSD 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: FMB, SEC Form N-PORT, July 31, 2026; CGSD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FMB | CGSD |
|---|---|---|
| Morgan Stanley | $179.6M | $194.4M |
| LPL Financial LLC | $124.5M | $194.3M |
| Wells Fargo & Company | $109.3M | $65.3M |
| UBS Group AG | $97.2M | $33.1M |
| Bank of America Corp. | $106.7M | $296K |
| Raymond James Financial Inc. | $64.6M | $39.0M |
| Cetera Investment Advisers | $20.4M | $68.5M |
| Osaic Holdings, Inc. | $46.8M | $40.3M |
| Commonwealth Equity Services, LLC | $18.0M | $59.6M |
| Jones Financial Companies LLLP | $14.1M | $61.3M |
| Envestnet Asset Management Inc. | $17.7M | $56.5M |
| Royal Bank of Canada | $22.8M | $41.6M |
| Cambridge Investment Research Advisors, Inc. | $34.0M | $21.9M |
| Merit Financial Group, LLC | $820K | $51.6M |
| Stifel Financial Corp. | $15.3M | $34.7M |
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: FMB institutional holders, CGSD institutional holders.
Frequently asked questions
How much do FMB and CGSD overlap?
0.0% by weight, with 0 holdings in common, using holdings for FMB as of July 31, 2026 and CGSD as of June 30, 2026.
Do institutions hold both FMB and CGSD?
84 Form 13F filers report positions in both, out of 412 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%.