JSI vs CGSM overlap
JSI 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: JSI, SEC Form N-PORT, July 31, 2026; CGSM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JSI | CGSM |
|---|---|---|
| LPL Financial LLC | $115.1M | $71.5M |
| Osaic Holdings, Inc. | $129.9M | $13.7M |
| Morgan Stanley | $15.8M | $94.4M |
| Envestnet Asset Management Inc. | $14.5M | $83.1M |
| Cambridge Investment Research Advisors, Inc. | $52.3M | $17.3M |
| UBS Group AG | $52.4M | $18K |
| Raymond James Financial Inc. | $41.9M | $10.3M |
| Wealth Enhancement Advisory Services, LLC | $37.7M | $5.1M |
| Bank of New York Mellon Corp | $25.4M | $617K |
| Wells Fargo & Company | $2.5M | $22.3M |
| Royal Bank of Canada | $10.1M | $11.6M |
| Truist Financial Corp. | $9.0M | $10.9M |
| AE Wealth Management LLC | $19.7M | $173K |
| Kestra Advisory Services, LLC | $5.4M | $9.5M |
| Commonwealth Equity Services, LLC | $530K | $10.9M |
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: JSI institutional holders, CGSM institutional holders.
Frequently asked questions
How much do JSI and CGSM overlap?
0.0% by weight, with 0 holdings in common, using holdings for JSI as of July 31, 2026 and CGSM as of June 30, 2026.
Do institutions hold both JSI and CGSM?
43 Form 13F filers report positions in both, out of 279 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%.