IBDX vs CGSM overlap
IBDX and CGSM 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: IBDX, SEC Form N-PORT, July 31, 2026; CGSM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IBDX | CGSM |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $4.6M | $305.2M |
| Morgan Stanley | $65.3M | $94.4M |
| Wells Fargo & Company | $77.8M | $22.3M |
| Envestnet Asset Management Inc. | $4.9M | $83.1M |
| LPL Financial LLC | $14.2M | $71.5M |
| Bank of America Corp. | $64.6M | $2.2M |
| Royal Bank of Canada | $33.9M | $11.6M |
| Raymond James Financial Inc. | $29.3M | $10.3M |
| Cetera Investment Advisers | $2.5M | $33.5M |
| UBS Group AG | $30.5M | $18K |
| NewEdge Advisors, LLC | $22.1M | $2.8M |
| Jones Financial Companies LLLP | $545K | $24.3M |
| Commonwealth Equity Services, LLC | $13.3M | $10.9M |
| Captrust Financial Advisors | $645K | $19.5M |
| Cambridge Investment Research Advisors, Inc. | $1.8M | $17.3M |
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: IBDX institutional holders, CGSM institutional holders.
Frequently asked questions
How much do IBDX and CGSM overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBDX as of July 31, 2026 and CGSM as of June 30, 2026.
Do institutions hold both IBDX and CGSM?
48 Form 13F filers report positions in both, out of 342 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%.