SPGM vs CTA overlap
SPGM and CTA 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: SPGM, SEC Form N-PORT, June 30, 2026; CTA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPGM | CTA |
|---|---|---|
| LPL Financial LLC | $194.1M | $38.3M |
| Bank of America Corp. | $12.6M | $134.1M |
| Bank of Nova Scotia | $105.6M | $1.6M |
| HighTower Advisors, LLC | $72.5M | $14.0M |
| Wealth Enhancement Advisory Services, LLC | $6.8M | $75.4M |
| Citigroup Inc. | $46K | $55.0M |
| Private Advisor Group, LLC | $36.3M | $3.6M |
| Envestnet Asset Management Inc. | $2.0M | $30.1M |
| Osaic Holdings, Inc. | $20.0M | $10.1M |
| UBS Group AG | $7.7M | $20.9M |
| Cambridge Investment Research Advisors, Inc. | $7.7M | $19.7M |
| AE Wealth Management LLC | $625K | $26.0M |
| IAG Wealth Partners, LLC | $1.8M | $21.3M |
| Morgan Stanley | $15.7M | $5.8M |
| Northwestern Mutual Wealth Management Co | $9.4M | $8.8M |
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: SPGM institutional holders, CTA institutional holders.
Frequently asked questions
How much do SPGM and CTA overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPGM as of June 30, 2026 and CTA as of June 30, 2026.
Do institutions hold both SPGM and CTA?
58 Form 13F filers report positions in both, out of 373 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%.