CSNR vs COPY overlap
CSNR and COPY overlap 4.0% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | CSNR | COPY | Overlap |
|---|---|---|---|
| Repsol SAREP | 1.62% | 0.77% | 0.77% |
| Cenovus EnergyCVE | 1.46% | 0.75% | 0.75% |
| Shell PLCSHELL | 3.22% | 0.59% | 0.59% |
| Nutrien Ltd.NTR | 3.61% | 0.58% | 0.58% |
| ConocophillipsCOP | 1.89% | 0.51% | 0.51% |
| Tyson Foods-aTSN | 0.78% | 0.41% | 0.41% |
| Devon Energy CoDVN | 0.99% | 0.37% | 0.37% |
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: CSNR, SEC Form N-PORT, June 30, 2026; COPY, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | CSNR | COPY |
|---|---|---|
| Sanctuary Advisors, LLC | $1.0M | $2.8M |
| HighTower Advisors, LLC | $624K | $179K |
| Fifth Third Bancorp | $94K | $10K |
| Morgan Stanley | $18K | $15K |
| UBS Group AG | $2K | $8K |
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: CSNR institutional holders, COPY institutional holders.
Frequently asked questions
How much do CSNR and COPY overlap?
4.0% by weight, with 7 holdings in common, using holdings for CSNR as of June 30, 2026 and COPY as of May 31, 2026. The largest shared position is REP.
Do institutions hold both CSNR and COPY?
5 Form 13F filers report positions in both, out of 72 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%.