COMT vs CCNR overlap
8 institutions report holding both COMT and CCNR.
COMTCCNR
Pick 2 to 4 ETFs.
We don’t have holdings for COMT. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
8
institutions report holding both, of 170 holding any
COMT3.0% of its 13F dollars, 4.9% of its 162 holders
CCNR0.8% of its 13F dollars, 50.0% of its 16 holders
Largest institutions holding both
| Firm | COMT | CCNR |
|---|---|---|
| UBS Group AG | $6.8M | $2K |
| LPL Financial LLC | $2.6M | $641K |
| Osaic Holdings, Inc. | $1.9M | $366K |
| MML Investors Services, LLC | $434K | $886K |
| Lane Brothers & Co Inc. | $577K | $593K |
| Raymond James Financial Inc. | $273K | $253K |
| Integrated Wealth Concepts LLC | $18K | $71K |
| Wells Fargo & Company | $6K | $2K |
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: COMT institutional holders, CCNR institutional holders.
Frequently asked questions
Do institutions hold both COMT and CCNR?
8 Form 13F filers report positions in both, out of 170 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%.