LEGR vs CWS overlap
LEGR and CWS 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: LEGR, SEC Form N-PORT, June 30, 2026; CWS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LEGR | CWS |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $1.0M | $11.7M |
| LPL Financial LLC | $9.0M | $2.6M |
| Osaic Holdings, Inc. | $1.2M | $4.3M |
| Susquehanna International Group, LLP | $4.4M | $621K |
| Cetera Investment Advisers | $339K | $4.6M |
| Kestra Advisory Services, LLC | $378K | $4.0M |
| Raymond James Financial Inc. | $3.9M | $373K |
| Flow Traders U.S. LLC | $1.7M | $1.1M |
| Stifel Financial Corp. | $409K | $1.3M |
| AE Wealth Management LLC | $115K | $308K |
| UBS Group AG | $10K | $154K |
| Morgan Stanley | $121K | $3K |
| Lanark Financial, Inc. | $31K | $91K |
| Assetmark, Inc. | $24K | $19K |
| IFG Advisory, LLC | $16K | $7K |
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: LEGR institutional holders, CWS institutional holders.
Frequently asked questions
How much do LEGR and CWS overlap?
0.0% by weight, with 0 holdings in common, using holdings for LEGR as of June 30, 2026 and CWS as of June 30, 2026.
Do institutions hold both LEGR and CWS?
16 Form 13F filers report positions in both, out of 103 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%.