SPTS vs CGCB overlap
SPTS and CGCB 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: SPTS, SEC Form N-PORT, June 30, 2026; CGCB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPTS | CGCB |
|---|---|---|
| LPL Financial LLC | $268.3M | $859.6M |
| Envestnet Asset Management Inc. | $176.7M | $202.2M |
| Morgan Stanley | $65.9M | $238.9M |
| Wells Fargo & Company | $76.0M | $172.6M |
| Northwestern Mutual Wealth Management Co | $2.8M | $176.6M |
| Raymond James Financial Inc. | $25.8M | $147.0M |
| Bank of America Corp. | $56.2M | $116.2M |
| Cetera Investment Advisers | $20.3M | $118.1M |
| Osaic Holdings, Inc. | $46.4M | $68.3M |
| Cambridge Investment Research Advisors, Inc. | $11.1M | $92.4M |
| SEI Investments Co | $11.6M | $85.1M |
| Royal Bank of Canada | $46.0M | $49.1M |
| Ameriprise Financial Inc. | $81.9M | $380K |
| HighTower Advisors, LLC | $63.0M | $2.9M |
| MML Investors Services, LLC | $8.2M | $53.5M |
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: SPTS institutional holders, CGCB institutional holders.
Frequently asked questions
How much do SPTS and CGCB overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPTS as of June 30, 2026 and CGCB as of June 30, 2026.
Do institutions hold both SPTS and CGCB?
102 Form 13F filers report positions in both, out of 571 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%.