MAGS vs CGCV overlap
MAGS and CGCV overlap 10.7% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | MAGS | CGCV | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 3.07% | 5.79% | 3.07% |
| Apple Inc.AAPL | 3.49% | 2.94% | 2.94% |
| Alphabet Inc.-aGOOGL | 2.45% | 2.49% | 2.45% |
| META Platforms-aMETA | 3.04% | 2.24% | 2.24% |
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: MAGS, SEC Form N-PORT, June 30, 2026; CGCV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MAGS | CGCV |
|---|---|---|
| LPL Financial LLC | $10.1M | $188.4M |
| Signature Estate & Investment Advisors LLC | $180.1M | $259K |
| Raymond James Financial Inc. | $878K | $96.6M |
| Envestnet Asset Management Inc. | $13.4M | $81.4M |
| Wells Fargo & Company | $4K | $67.7M |
| Cambridge Investment Research Advisors, Inc. | $20.2M | $24.6M |
| Northwestern Mutual Wealth Management Co | $2.5M | $42.0M |
| Cetera Investment Advisers | $2.0M | $36.6M |
| Osaic Holdings, Inc. | $15.5M | $16.0M |
| HighTower Advisors, LLC | $27.0M | $1.1M |
| Royal Bank of Canada | $18.0M | $7.7M |
| Commonwealth Equity Services, LLC | $4.3M | $20.9M |
| Morgan Stanley | $24.1M | $18K |
| Bank of America Corp. | $8.5M | $14.5M |
| Wealth Enhancement Advisory Services, LLC | $372K | $21.4M |
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: MAGS institutional holders, CGCV institutional holders.
Frequently asked questions
How much do MAGS and CGCV overlap?
10.7% by weight, with 4 holdings in common, using holdings for MAGS as of June 30, 2026 and CGCV as of May 31, 2026. The largest shared position is MSFT.
Do institutions hold both MAGS and CGCV?
51 Form 13F filers report positions in both, out of 374 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%.