CVY vs CARZ overlap
CVY and CARZ overlap 0.3% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | CVY | CARZ | Overlap |
|---|---|---|---|
| Quimica Y-SP ADRSQM | 0.51% | 0.33% | 0.33% |
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: CVY, SEC Form N-PORT, July 31, 2026; CARZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | CVY | CARZ |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $2.2M | $9.0M |
| LPL Financial LLC | $2.4M | $5.5M |
| Morgan Stanley | $4.7M | $244K |
| Susquehanna International Group, LLP | $2.5M | $1.9M |
| Raymond James Financial Inc. | $1.1M | $345K |
| Osaic Holdings, Inc. | $563K | $272K |
| Wells Fargo & Company | $708K | $28K |
| FMR LLC | $92K | $85K |
| Private Trust Co NA | $29K | $6K |
| UBS Group AG | $18K | $3K |
| Northwestern Mutual Wealth Management Co | $6K | $6K |
| DHJJ Financial Advisors, Ltd. | $520 | $238 |
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: CVY institutional holders, CARZ institutional holders.
Frequently asked questions
How much do CVY and CARZ overlap?
0.3% by weight, with 1 holdings in common, using holdings for CVY as of July 31, 2026 and CARZ as of June 30, 2026. The largest shared position is SQM.
Do institutions hold both CVY and CARZ?
12 Form 13F filers report positions in both, out of 66 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%.