PFF vs CGCB overlap
PFF and CGCB 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: PFF, SEC Form N-PORT, June 30, 2026; CGCB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PFF | CGCB |
|---|---|---|
| LPL Financial LLC | $233.7M | $859.6M |
| Bank of America Corp. | $700.2M | $116.2M |
| Morgan Stanley | $477.5M | $238.9M |
| Wells Fargo & Company | $259.6M | $172.6M |
| Envestnet Asset Management Inc. | $122.9M | $202.2M |
| Raymond James Financial Inc. | $71.0M | $147.0M |
| UBS Group AG | $188.4M | $21.1M |
| Northwestern Mutual Wealth Management Co | $32.0M | $176.6M |
| Royal Bank of Canada | $131.0M | $49.1M |
| Cetera Investment Advisers | $46.1M | $118.1M |
| Cambridge Investment Research Advisors, Inc. | $37.3M | $92.4M |
| Mariner, LLC | $97.7M | $18.3M |
| Osaic Holdings, Inc. | $39.9M | $68.3M |
| SEI Investments Co | $1.6M | $85.1M |
| Benjamin Edwards Inc. | $998K | $79.6M |
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: PFF institutional holders, CGCB institutional holders.
Frequently asked questions
How much do PFF and CGCB overlap?
0.0% by weight, with 0 holdings in common, using holdings for PFF as of June 30, 2026 and CGCB as of June 30, 2026.
Do institutions hold both PFF and CGCB?
142 Form 13F filers report positions in both, out of 1,088 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%.