MUNY vs CGHY overlap

MUNY and CGHY overlap 0.0% by weight, across 0 shared holdings.

MUNYCGHY

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

MUNY0.0% of the fund is in shared holdings, of 3,390

CGHY0.0% of the fund is in shared holdings, of 341

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: MUNY, SEC Form N-PORT, May 31, 2026; CGHY, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 94 holding any

MUNY3.4% of its 13F dollars, 8.6% of its 58 holders

CGHY19.6% of its 13F dollars, 12.2% of its 41 holders

Largest institutions holding both

Firm	MUNY	CGHY
Wells Fargo & Company	$21K	$13.4M
Cetera Investment Advisers	$269K	$5.5M
Commonwealth Equity Services, LLC	$1.8M	$1.9M
LPL Financial LLC	$1.7M	$1.9M
Jane Street Group, LLC	$297K	$872K

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: MUNY institutional holders, CGHY institutional holders.

Frequently asked questions

How much do MUNY and CGHY overlap?

0.0% by weight, with 0 holdings in common, using holdings for MUNY as of May 31, 2026 and CGHY as of June 30, 2026.

Do institutions hold both MUNY and CGHY?

5 Form 13F filers report positions in both, out of 94 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%.