PZA vs CGMS overlap
PZA and CGMS 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: PZA, SEC Form N-PORT, May 31, 2026; CGMS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PZA | CGMS |
|---|---|---|
| Bank of America Corp. | $1.4B | $2.6M |
| UBS Group AG | $575.4M | $170.5M |
| LPL Financial LLC | $95.2M | $592.6M |
| Envestnet Asset Management Inc. | $124.7M | $248.1M |
| Wells Fargo & Company | $45.8M | $272.1M |
| Morgan Stanley | $50.2M | $216.8M |
| Raymond James Financial Inc. | $21.4M | $216.7M |
| Cetera Investment Advisers | $29.7M | $138.3M |
| Commonwealth Equity Services, LLC | $26.0M | $91.1M |
| Cambridge Investment Research Advisors, Inc. | $4.8M | $110.9M |
| Osaic Holdings, Inc. | $12.9M | $89.8M |
| Stifel Financial Corp. | $24.2M | $60.0M |
| Great Valley Advisor Group, Inc. | $223K | $77.8M |
| Bank of New York Mellon Corp | $76.5M | $1.4M |
| JPMorgan Chase & Co | $64.8M | $4.0M |
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: PZA institutional holders, CGMS institutional holders.
Frequently asked questions
How much do PZA and CGMS overlap?
0.0% by weight, with 0 holdings in common, using holdings for PZA as of May 31, 2026 and CGMS as of June 30, 2026.
Do institutions hold both PZA and CGMS?
132 Form 13F filers report positions in both, out of 550 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%.