IMCG vs CGMM overlap
IMCG and CGMM overlap 19.6% by weight, across 47 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IMCG: July 31, 2026, CGMM: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | IMCG | CGMM | Overlap |
|---|---|---|---|
| Doordash Inc.-aDASH | 1.01% | 1.53% | 1.01% |
| Cloudflare Inc.-aNET | 1.21% | 0.92% | 0.92% |
| Monster BeverageMNST | 0.90% | 1.34% | 0.90% |
| Hilton WorldwideHLT | 0.97% | 0.86% | 0.86% |
| Comfort SystemsFIX | 0.81% | 1.79% | 0.81% |
| Bloom Energy C-aBE | 0.75% | 2.56% | 0.75% |
| Keysight TECKEYS | 0.74% | 1.41% | 0.74% |
| Ciena Corp.CIEN | 0.73% | 1.65% | 0.73% |
| CSX Corp.CSX | 0.86% | 0.66% | 0.66% |
| United RentalsURI | 0.63% | 0.86% | 0.63% |
| Block Inc.XYZ | 0.59% | 0.56% | 0.56% |
| Flex Ltd.FLEX | 0.54% | 1.63% | 0.54% |
| Arthur J GallaghAJG | 0.53% | 0.71% | 0.53% |
| Chipotle MexicanCMG | 0.65% | 0.51% | 0.51% |
| Simon PropertySPG | 0.49% | 1.23% | 0.49% |
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: IMCG, SEC Form N-PORT, July 31, 2026; CGMM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IMCG | CGMM |
|---|---|---|
| LPL Financial LLC | $282.3M | $708.0M |
| Envestnet Asset Management Inc. | $14.2M | $345.6M |
| Wells Fargo & Company | $41.5M | $155.4M |
| Cetera Investment Advisers | $95.4M | $75.0M |
| Raymond James Financial Inc. | $111.8M | $40.2M |
| Northwestern Mutual Wealth Management Co | $97.6M | $40.7M |
| Osaic Holdings, Inc. | $53.4M | $80.6M |
| Morgan Stanley | $129.4M | $51K |
| Commonwealth Equity Services, LLC | $52.1M | $51.9M |
| Ameriprise Financial Inc. | $100.4M | $254K |
| Cambridge Investment Research Advisors, Inc. | $22.6M | $70.6M |
| Jones Financial Companies LLLP | $5.3M | $81.3M |
| Bank of America Corp. | $56.8M | $5.3M |
| Royal Bank of Canada | $20.9M | $35.5M |
| Merit Financial Group, LLC | $5.3M | $46.4M |
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: IMCG institutional holders, CGMM institutional holders.
Frequently asked questions
How much do IMCG and CGMM overlap?
19.6% by weight, with 47 holdings in common, using holdings for IMCG as of July 31, 2026 and CGMM as of May 31, 2026. The largest shared position is DASH.
Do institutions hold both IMCG and CGMM?
114 Form 13F filers report positions in both, out of 535 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%.