SEIX vs CGHY overlap
SEIX and CGHY overlap 0.6% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SEIX | CGHY | Overlap |
|---|---|---|---|
| Treehouse Foods Inc 2026 Term Loan B | 0.44% | 0.18% | 0.18% |
| Voyager Parent LLC Repriced Term Loan B | 0.61% | 0.16% | 0.16% |
| Connect Finco Sarl 2024 Extended Term Loan B | 0.83% | 0.12% | 0.12% |
| Coreweave Financing DDTL V LLC Delayed Draw Term Loan | 0.64% | 0.08% | 0.08% |
| CONS Energy FIN | 0.56% | 0.03% | 0.03% |
| Viasa 05/30/30 | 0.37% | 0.01% | 0.01% |
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: SEIX, SEC Form N-PORT, July 31, 2026; CGHY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SEIX | CGHY |
|---|---|---|
| Envestnet Asset Management Inc. | $6.1M | $19.9M |
| Wells Fargo & Company | $50K | $13.4M |
| Cetera Investment Advisers | $3.1M | $5.5M |
| AdvisorNet Financial, Inc | $6.9M | $19K |
| MML Investors Services, LLC | $548K | $4.4M |
| LPL Financial LLC | $2.6M | $1.9M |
| Osaic Holdings, Inc. | $753K | $1.6M |
| Jane Street Group, LLC | $1.1M | $872K |
| Royal Bank of Canada | $1.3M | $207K |
| &Partners | $227K | $1.2M |
| Ausdal Financial Partners, Inc. | $412K | $596K |
| IFP Advisors, Inc | $248K | $276K |
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: SEIX institutional holders, CGHY institutional holders.
Frequently asked questions
How much do SEIX and CGHY overlap?
0.6% by weight, with 6 holdings in common, using holdings for SEIX as of July 31, 2026 and CGHY as of June 30, 2026. The largest shared position is Treehouse Foods Inc 2026 Term Loan B.
Do institutions hold both SEIX and CGHY?
12 Form 13F filers report positions in both, out of 101 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%.