SPTM vs CGUS overlap
SPTM and CGUS overlap 41.8% by weight, across 58 shared holdings.
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Top shared holdings
| Holding | SPTM | CGUS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.92% | 6.85% | 6.85% |
| Microsoft Corp.MSFT | 3.96% | 5.75% | 3.96% |
| Amazon.COM Inc.AMZN | 3.33% | 5.04% | 3.33% |
| Alphabet Inc.-aGOOGL | 2.99% | 3.22% | 2.99% |
| Apple Inc.AAPL | 6.07% | 2.75% | 2.75% |
| Broadcom Inc.AVGO | 2.56% | 6.33% | 2.56% |
| Alphabet Inc.-CGOOG | 2.38% | 1.93% | 1.93% |
| META Platforms-aMETA | 1.76% | 3.79% | 1.76% |
| ELI Lilly & CoLLY | 1.35% | 3.92% | 1.35% |
| JPMorgan ChaseJPM | 1.25% | 1.79% | 1.25% |
| Applied MaterialAMAT | 0.82% | 2.57% | 0.82% |
| VISA Inc.-Class aV | 0.82% | 0.67% | 0.67% |
| Cisco SystemsCSCO | 0.67% | 1.95% | 0.67% |
| Abbvie Inc.ABBV | 0.64% | 0.60% | 0.60% |
| Mastercard Inc.-aMA | 0.59% | 1.82% | 0.59% |
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: SPTM, SEC Form N-PORT, June 30, 2026; CGUS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPTM | CGUS |
|---|---|---|
| LPL Financial LLC | $753.6M | $1.4B |
| Envestnet Asset Management Inc. | $90.7M | $626.3M |
| Jones Financial Companies LLLP | $10.7M | $555.7M |
| Assetmark, Inc. | $500.1M | $60.5M |
| Raymond James Financial Inc. | $57.4M | $439.2M |
| Morgan Stanley | $142.4M | $298.7M |
| Wells Fargo & Company | $93.6M | $343.6M |
| Cambridge Investment Research Advisors, Inc. | $136.7M | $289.9M |
| Creative Planning | $385.4M | $966K |
| Private Advisor Group, LLC | $238.8M | $104.7M |
| Valmark Advisers, Inc. | $268.9M | $60.9M |
| Cetera Investment Advisers | $40.8M | $284.2M |
| Osaic Holdings, Inc. | $139.9M | $113.2M |
| Capital Group Private Client Services, Inc. | $7.7M | $233.6M |
| Wealthcare Advisory Partners LLC | $227.7M | $6.2M |
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: SPTM institutional holders, CGUS institutional holders.
Frequently asked questions
How much do SPTM and CGUS overlap?
41.8% by weight, with 58 holdings in common, using holdings for SPTM as of June 30, 2026 and CGUS as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both SPTM and CGUS?
224 Form 13F filers report positions in both, out of 998 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%.