PFF vs CGMU overlap
PFF and CGMU 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; CGMU, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PFF | CGMU |
|---|---|---|
| Morgan Stanley | $477.5M | $298.4M |
| Bank of America Corp. | $700.2M | $66.3M |
| LPL Financial LLC | $233.7M | $318.4M |
| Envestnet Asset Management Inc. | $122.9M | $376.4M |
| Wells Fargo & Company | $259.6M | $238.1M |
| UBS Group AG | $188.4M | $126.6M |
| Northwestern Mutual Wealth Management Co | $32.0M | $271.8M |
| Cetera Investment Advisers | $46.1M | $142.1M |
| Raymond James Financial Inc. | $71.0M | $106.1M |
| Royal Bank of Canada | $131.0M | $43.5M |
| Jones Financial Companies LLLP | $12.3M | $151.1M |
| Cambridge Investment Research Advisors, Inc. | $37.3M | $118.7M |
| Osaic Holdings, Inc. | $39.9M | $78.6M |
| Commonwealth Equity Services, LLC | $35.5M | $80.5M |
| Mariner, LLC | $97.7M | $1.6M |
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, CGMU institutional holders.
Frequently asked questions
How much do PFF and CGMU overlap?
0.0% by weight, with 0 holdings in common, using holdings for PFF as of June 30, 2026 and CGMU as of June 30, 2026.
Do institutions hold both PFF and CGMU?
170 Form 13F filers report positions in both, out of 1,148 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%.