SCMB vs CGHM overlap
SCMB and CGHM overlap 2.4% by weight, across 202 shared holdings.
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Top shared holdings
| Holding | SCMB | CGHM | Overlap |
|---|---|---|---|
| CA St PUB WKS BRD-a | 0.15% | 0.30% | 0.15% |
| Triborough Bridge-a | 0.13% | 0.08% | 0.08% |
| Salt River PROJ-C | 0.07% | 0.07% | 0.07% |
| NYC Transit FIN-F-1 | 0.07% | 0.06% | 0.06% |
| Pennsylvania State University (The), Series 2025 A, Ref. RB | 0.06% | 0.17% | 0.06% |
| Dasny-a-REF | 0.06% | 0.09% | 0.06% |
| Prosper ISD | 0.05% | 0.09% | 0.05% |
| Chicago IL BRD of EDU | 0.05% | 0.05% | 0.05% |
| MET PIER & Exposition | 0.05% | 0.15% | 0.05% |
| MET PIER & Exposition | 0.05% | 0.04% | 0.04% |
| Eagle Mountain ISD | 0.03% | 0.13% | 0.03% |
| California St | 0.05% | 0.03% | 0.03% |
| Chicago-a | 0.03% | 0.03% | 0.03% |
| Dasny-a-REF | 0.04% | 0.03% | 0.03% |
| Mesquite Independent School District, Series 2025, Ref. GO Bonds | 0.03% | 0.24% | 0.03% |
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: SCMB, SEC Form N-PORT, June 30, 2026; CGHM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SCMB | CGHM |
|---|---|---|
| Bank of America Corp. | $602.5M | $4.0M |
| Envestnet Asset Management Inc. | $22.2M | $343.8M |
| LPL Financial LLC | $3.8M | $156.3M |
| Jones Financial Companies LLLP | $89.6M | $22.1M |
| Cambridge Investment Research Advisors, Inc. | $1.7M | $104.7M |
| Cetera Investment Advisers | $1.7M | $74.1M |
| MML Investors Services, LLC | $4.6M | $36.0M |
| Royal Bank of Canada | $1.1M | $36.3M |
| Raymond James Financial Inc. | $3.8M | $31.1M |
| Assetmark, Inc. | $21K | $34.5M |
| Janney Montgomery Scott LLC | $2.1M | $28.5M |
| Northwestern Mutual Wealth Management Co | $3.5M | $22.8M |
| Osaic Holdings, Inc. | $2.2M | $23.6M |
| Commonwealth Equity Services, LLC | $529K | $21.9M |
| Kestra Advisory Services, LLC | $989K | $13.1M |
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: SCMB institutional holders, CGHM institutional holders.
Frequently asked questions
How much do SCMB and CGHM overlap?
2.4% by weight, with 202 holdings in common, using holdings for SCMB as of June 30, 2026 and CGHM as of June 30, 2026. The largest shared position is CA ST PUB WKS BRD-A.
Do institutions hold both SCMB and CGHM?
52 Form 13F filers report positions in both, out of 337 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%.