FTSM vs CGCB overlap
FTSM and CGCB overlap 0.8% by weight, across 15 shared holdings.
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Top shared holdings
| Holding | FTSM | CGCB | Overlap |
|---|---|---|---|
| Lloyds Banking Group PLC 4.241%/VAR 02/10/2030 | 0.15% | 0.29% | 0.15% |
| Research-Driven Pagaya Motor Trust, Series 2025-5A, Class A3 | 0.10% | 0.09% | 0.09% |
| PAID 2026-R1 a | 0.08% | 0.10% | 0.08% |
| Tmust 2026-1A a | 0.15% | 0.07% | 0.07% |
| Bain Capital Credit CLO Ltd., Series 2019-1A, Class AR3 | 0.07% | 0.08% | 0.07% |
| Stacr 2026-DNA1 A1 | 0.16% | 0.07% | 0.07% |
| Verizon Master Trust Series 20 VZMT 2025 9 A1AVZMT | 0.07% | 0.06% | 0.06% |
| CMORPM | 0.20% | 0.04% | 0.04% |
| Bravo 2025-NQM5 A1 | 0.11% | 0.03% | 0.03% |
| Pagaya AI Debt Grantor Trust 2026-1PAID | 0.02% | 0.03% | 0.02% |
| Stellantis Financial Underwritten Enhanced Lease Trust | 0.12% | 0.02% | 0.02% |
| Stacr 2025-DNA3 A1 | 0.17% | 0.02% | 0.02% |
| Stacr 2025-DNA2 A1 | 0.09% | 0.01% | 0.01% |
| CAS 2025-R02 1A1 | 0.18% | 0.01% | 0.01% |
| CAS 2024-R04 1A1 | 0.05% | 0.00% | 0.00% |
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: FTSM, SEC Form N-PORT, July 31, 2026; CGCB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FTSM | CGCB |
|---|---|---|
| LPL Financial LLC | $531.1M | $859.6M |
| Morgan Stanley | $816.4M | $238.9M |
| Wells Fargo & Company | $451.2M | $172.6M |
| Raymond James Financial Inc. | $163.1M | $147.0M |
| Bank of America Corp. | $147.6M | $116.2M |
| Envestnet Asset Management Inc. | $51.7M | $202.2M |
| Royal Bank of Canada | $187.7M | $49.1M |
| Cetera Investment Advisers | $101.3M | $118.1M |
| Cambridge Investment Research Advisors, Inc. | $106.4M | $92.4M |
| Northwestern Mutual Wealth Management Co | $21.8M | $176.6M |
| UBS Group AG | $166.8M | $21.1M |
| Osaic Holdings, Inc. | $72.5M | $68.3M |
| Commonwealth Equity Services, LLC | $74.5M | $27.4M |
| Stifel Financial Corp. | $71.5M | $27.8M |
| Benjamin Edwards Inc. | $4.3M | $79.6M |
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: FTSM institutional holders, CGCB institutional holders.
Frequently asked questions
How much do FTSM and CGCB overlap?
0.8% by weight, with 15 holdings in common, using holdings for FTSM as of July 31, 2026 and CGCB as of June 30, 2026. The largest shared position is LLOYDS BANKING GROUP PLC 4.241%/VAR 02/10/2030.
Do institutions hold both FTSM and CGCB?
119 Form 13F filers report positions in both, out of 567 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%.