LDSF vs CGHY overlap
LDSF and CGHY 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: LDSF, SEC Form N-PORT, May 31, 2026; CGHY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LDSF | CGHY |
|---|---|---|
| LPL Financial LLC | $31.3M | $1.9M |
| Royal Bank of Canada | $32.4M | $207K |
| Envestnet Asset Management Inc. | $1.8M | $19.9M |
| Wells Fargo & Company | $26 | $13.4M |
| MML Investors Services, LLC | $4.0M | $4.4M |
| Cetera Investment Advisers | $894K | $5.5M |
| Commonwealth Equity Services, LLC | $680K | $1.9M |
| Osaic Holdings, Inc. | $314K | $1.6M |
| Truist Financial Corp. | $206K | $360K |
| IFP Advisors, Inc | $197K | $276K |
| Harbour Investments, Inc. | $130K | $28K |
| Steward Partners Investment Advisory, LLC | $19 | $40K |
| AdvisorNet Financial, Inc | $8K | $19K |
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: LDSF institutional holders, CGHY institutional holders.
Frequently asked questions
How much do LDSF and CGHY overlap?
0.0% by weight, with 0 holdings in common, using holdings for LDSF as of May 31, 2026 and CGHY as of June 30, 2026.
Do institutions hold both LDSF and CGHY?
13 Form 13F filers report positions in both, out of 84 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%.