SPHY vs CGCP overlap
SPHY and CGCP overlap 7.8% by weight, across 250 shared holdings.
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Top shared holdings
| Holding | SPHY | CGCP | Overlap |
|---|---|---|---|
| Connect Finco | 0.19% | 0.17% | 0.17% |
| Cloud Sftwr GRPTIBX | 0.27% | 0.13% | 0.13% |
| Centene Corp. | 0.14% | 0.13% | 0.13% |
| Albertsons COSACI | 0.12% | 0.12% | 0.12% |
| Venture Global | 0.14% | 0.12% | 0.12% |
| Gray MediaGTN | 0.11% | 0.11% | 0.11% |
| Nexstar MDIA Inc.NXST | 0.22% | 0.11% | 0.11% |
| Univision COMMUVN | 0.10% | 0.10% | 0.10% |
| Onemain FinanceOMF | 0.10% | 0.10% | 0.10% |
| Celanese US HLDSCE | 0.12% | 0.10% | 0.10% |
| Univision COMMUVN | 0.09% | 0.12% | 0.09% |
| Nissan Motor Co | 0.09% | 0.17% | 0.09% |
| CCO Holdings LLC | 0.09% | 0.13% | 0.09% |
| Venture Global LVENLNG | 0.14% | 0.09% | 0.09% |
| MPT OP PTNR/FINL | 0.09% | 0.13% | 0.09% |
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: SPHY, SEC Form N-PORT, June 30, 2026; CGCP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPHY | CGCP |
|---|---|---|
| LPL Financial LLC | $229.9M | $745.9M |
| Bank of America Corp. | $694.9M | $40.5M |
| Wells Fargo & Company | $288.4M | $429.0M |
| Morgan Stanley | $165.2M | $501.1M |
| Envestnet Asset Management Inc. | $163.7M | $275.7M |
| Cetera Investment Advisers | $93.1M | $200.4M |
| Ameriprise Financial Inc. | $219.9M | $2.7M |
| Raymond James Financial Inc. | $24.3M | $196.4M |
| Cambridge Investment Research Advisors, Inc. | $70.1M | $108.8M |
| MML Investors Services, LLC | $99.6M | $69.6M |
| UBS Group AG | $35.0M | $119.0M |
| Northwestern Mutual Wealth Management Co | $6.0M | $141.1M |
| Jones Financial Companies LLLP | $28.5M | $97.1M |
| Benjamin Edwards Inc. | $47.9M | $76.6M |
| Janney Montgomery Scott LLC | $4.0M | $118.4M |
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: SPHY institutional holders, CGCP institutional holders.
Frequently asked questions
How much do SPHY and CGCP overlap?
7.8% by weight, with 250 holdings in common, using holdings for SPHY as of June 30, 2026 and CGCP as of June 30, 2026. The largest shared position is CONNECT FINCO.
Do institutions hold both SPHY and CGCP?
139 Form 13F filers report positions in both, out of 745 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%.