CGSD vs AVIG overlap
CGSD and AVIG overlap 1.5% by weight, across 24 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | CGSD | AVIG | Overlap |
|---|---|---|---|
| FNCL 5.5 7/26FNCL | 1.50% | 0.70% | 0.70% |
| Canadian PacificCP | 0.09% | 0.14% | 0.09% |
| Goldman Sachs GPGS | 0.30% | 0.09% | 0.09% |
| Rio Tinto FIN PLRIOLN | 0.09% | 0.14% | 0.09% |
| AON North AMERAON | 0.09% | 0.08% | 0.08% |
| Royal BK CanadaRY | 0.07% | 0.06% | 0.06% |
| State Street CRPSTT | 0.05% | 0.09% | 0.05% |
| PacificorpBRKHEC | 0.05% | 0.05% | 0.05% |
| American ExpressAXP | 0.07% | 0.04% | 0.04% |
| Truist FinancialTFC | 0.04% | 0.11% | 0.04% |
| Lloyds BK GR PLCLLOYDS | 0.19% | 0.03% | 0.03% |
| Goldman Sachs GPGS | 0.25% | 0.03% | 0.03% |
| Energy TransET | 0.09% | 0.03% | 0.03% |
| Wells Fargo CoWFC | 0.27% | 0.03% | 0.03% |
| Morgan StanleyMS | 0.12% | 0.02% | 0.02% |
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: CGSD, SEC Form N-PORT, June 30, 2026; AVIG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | CGSD | AVIG |
|---|---|---|
| Morgan Stanley | $194.4M | $116.1M |
| LPL Financial LLC | $194.3M | $33.6M |
| Envestnet Asset Management Inc. | $56.5M | $85.6M |
| Wells Fargo & Company | $65.3M | $12.5M |
| Commonwealth Equity Services, LLC | $59.6M | $9.8M |
| Raymond James Financial Inc. | $39.0M | $27.0M |
| Royal Bank of Canada | $41.6M | $21.8M |
| Janney Montgomery Scott LLC | $2.2M | $60.2M |
| Jones Financial Companies LLLP | $61.3M | $904K |
| Great Valley Advisor Group, Inc. | $7.4M | $47.7M |
| Merit Financial Group, LLC | $51.6M | $400K |
| Osaic Holdings, Inc. | $40.3M | $4.0M |
| Baird Financial Group, Inc. | $35.3M | $257K |
| UBS Group AG | $33.1M | $4K |
| Cambridge Investment Research Advisors, Inc. | $21.9M | $9.0M |
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: CGSD institutional holders, AVIG institutional holders.
Frequently asked questions
How much do CGSD and AVIG overlap?
1.5% by weight, with 24 holdings in common, using holdings for CGSD as of June 30, 2026 and AVIG as of May 31, 2026. The largest shared position is FNCL.
Do institutions hold both CGSD and AVIG?
40 Form 13F filers report positions in both, out of 328 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%.