HYBB vs CGIB overlap
HYBB and CGIB overlap 0.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | HYBB | CGIB | Overlap |
|---|---|---|---|
| HTA Group Ltd./Mauritius 6.75% 04/01/2031 144A | 0.06% | 0.15% | 0.06% |
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: HYBB, SEC Form N-PORT, July 31, 2026; CGIB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | HYBB | CGIB |
|---|---|---|
| Valmark Advisers, Inc. | $83.3M | $2.0M |
| Envestnet Asset Management Inc. | $550K | $36.1M |
| Janney Montgomery Scott LLC | $3.2M | $9.3M |
| Benjamin Edwards Inc. | $601K | $8.3M |
| Stifel Financial Corp. | $1.9M | $2.8M |
| Osaic Holdings, Inc. | $247K | $3.9M |
| Cambridge Investment Research Advisors, Inc. | $490K | $2.3M |
| Royal Bank of Canada | $9K | $2.8M |
| Harbour Investments, Inc. | $28K | $1.7M |
| Jane Street Group, LLC | $1.0M | $272K |
| Raymond James Financial Inc. | $583K | $653K |
| Farther Finance Advisors, LLC | $317K | $659K |
| Integrated Wealth Concepts LLC | $21K | $119K |
| Capital Investment Advisory Services, LLC | $19K | $31K |
| Steward Partners Investment Advisory, LLC | $2K | $434 |
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: HYBB institutional holders, CGIB institutional holders.
Frequently asked questions
How much do HYBB and CGIB overlap?
0.1% by weight, with 1 holdings in common, using holdings for HYBB as of July 31, 2026 and CGIB as of June 30, 2026. The largest shared position is HTA GROUP LTD/MAURITIUS 6.75% 04/01/2031 144A.
Do institutions hold both HYBB and CGIB?
15 Form 13F filers report positions in both, out of 97 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%.