LIT vs CGW overlap
LIT and CGW 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: LIT, SEC Form N-PORT, July 31, 2026; CGW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LIT | CGW |
|---|---|---|
| LPL Financial LLC | $102.7M | $9.1M |
| Morgan Stanley | $30.1M | $67.7M |
| Bank of America Corp. | $26.0M | $33.3M |
| UBS Group AG | $10.3M | $31.7M |
| Wells Fargo & Company | $8.7M | $10.4M |
| BNP Paribas Financial Markets | $16.6M | $2.5M |
| Cetera Investment Advisers | $5.6M | $12.5M |
| Cambridge Investment Research Advisors, Inc. | $4.1M | $13.9M |
| Steward Partners Investment Advisory, LLC | $10.1M | $5.6M |
| Raymond James Financial Inc. | $5.5M | $9.5M |
| Ameriprise Financial Inc. | $3.3M | $11.5M |
| Royal Bank of Canada | $8.4M | $4.0M |
| Susquehanna International Group, LLP | $9.2M | $1.1M |
| Northwestern Mutual Wealth Management Co | $1.3M | $8.9M |
| Commonwealth Equity Services, LLC | $3.0M | $6.6M |
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: LIT institutional holders, CGW institutional holders.
Frequently asked questions
How much do LIT and CGW overlap?
0.0% by weight, with 0 holdings in common, using holdings for LIT as of July 31, 2026 and CGW as of July 31, 2026.
Do institutions hold both LIT and CGW?
93 Form 13F filers report positions in both, out of 417 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%.