CSEN vs CRTC overlap
11 institutions report holding both CSEN and CRTC.
CSENCRTC
Pick 2 to 4 ETFs.
We don’t have holdings for CSEN. 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.
11
institutions report holding both, of 56 holding any
CSEN46.8% of its 13F dollars, 29.7% of its 37 holders
CRTC20.6% of its 13F dollars, 36.7% of its 30 holders
Largest institutions holding both
| Firm | CSEN | CRTC |
|---|---|---|
| Morgan Stanley | $18.4M | $1.8M |
| Bank of America Corp. | $17.2M | $283K |
| LPL Financial LLC | $5.0M | $7.0M |
| Royal Bank of Canada | $7.8M | $2.7M |
| Commonwealth Equity Services, LLC | $2.5M | $5.7M |
| Cambridge Investment Research Advisors, Inc. | $4.2M | $1.6M |
| Cetera Investment Advisers | $666K | $3.2M |
| Envestnet Asset Management Inc. | $620K | $3.0M |
| Citadel Advisors LLC | $1.5M | $974K |
| Osaic Holdings, Inc. | $86K | $23K |
| FMR LLC | $19K | $11K |
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: CSEN institutional holders, CRTC institutional holders.
Frequently asked questions
Do institutions hold both CSEN and CRTC?
11 Form 13F filers report positions in both, out of 56 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%.