MMIN vs CPLB overlap
MMIN and CPLB 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: MMIN, SEC Form N-PORT, July 31, 2026; CPLB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MMIN | CPLB |
|---|---|---|
| Morgan Stanley | $91.0M | $17.8M |
| UBS Group AG | $14.1M | $5K |
| Envestnet Asset Management Inc. | $3.2M | $10.3M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $8.6M |
| Osaic Holdings, Inc. | $5.3M | $302K |
| Royal Bank of Canada | $2.9M | $37K |
| Jane Street Group, LLC | $2.3M | $619K |
| Cetera Investment Advisers | $1.2M | $895K |
| Stratos Wealth Partners, LTD. | $329K | $527K |
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: MMIN institutional holders, CPLB institutional holders.
Frequently asked questions
How much do MMIN and CPLB overlap?
0.0% by weight, with 0 holdings in common, using holdings for MMIN as of July 31, 2026 and CPLB as of July 31, 2026.
Do institutions hold both MMIN and CPLB?
9 Form 13F filers report positions in both, out of 78 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%.