SHYG vs CGMU overlap
SHYG 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: SHYG, SEC Form N-PORT, July 31, 2026; CGMU, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SHYG | CGMU |
|---|---|---|
| Morgan Stanley | $602.3M | $298.4M |
| Royal Bank of Canada | $644.5M | $43.5M |
| Assetmark, Inc. | $562.6M | $38.1M |
| LPL Financial LLC | $143.5M | $318.4M |
| Envestnet Asset Management Inc. | $67.7M | $376.4M |
| Wells Fargo & Company | $64.5M | $238.1M |
| Northwestern Mutual Wealth Management Co | $4.8M | $271.8M |
| Cetera Investment Advisers | $42.0M | $142.1M |
| BlackRock, Inc. | $179.3M | $467K |
| Bank of America Corp. | $111.3M | $66.3M |
| Commonwealth Equity Services, LLC | $81.3M | $80.5M |
| UBS Group AG | $32.3M | $126.6M |
| Jones Financial Companies LLLP | $6.2M | $151.1M |
| Raymond James Financial Inc. | $35.5M | $106.1M |
| Cambridge Investment Research Advisors, Inc. | $20.8M | $118.7M |
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: SHYG institutional holders, CGMU institutional holders.
Frequently asked questions
How much do SHYG and CGMU overlap?
0.0% by weight, with 0 holdings in common, using holdings for SHYG as of July 31, 2026 and CGMU as of June 30, 2026.
Do institutions hold both SHYG and CGMU?
135 Form 13F filers report positions in both, out of 787 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%.