CZA vs CSB overlap
CZA and CSB overlap 0.8% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | CZA | CSB | Overlap |
|---|---|---|---|
| LEVI Strauss-aLEVI | 0.46% | 0.89% | 0.46% |
| Southwest Gas HOSWX | 0.32% | 1.61% | 0.32% |
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: CZA, SEC Form N-PORT, July 31, 2026; CSB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | CZA | CSB |
|---|---|---|
| LPL Financial LLC | $12.8M | $4.8M |
| Bank of America Corp. | $516K | $14.6M |
| Morgan Stanley | $12.7M | $213K |
| Commonwealth Equity Services, LLC | $8.6M | $942K |
| Goldman Sachs Group Inc. | $3.1M | $5.5M |
| UBS Group AG | $37K | $7.6M |
| Raymond James Financial Inc. | $2.9M | $1.5M |
| Wells Fargo & Company | $4.3M | $18 |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $494K |
| Cetera Investment Advisers | $906K | $2.4M |
| Susquehanna International Group, LLP | $1.7M | $1.4M |
| Pacific Sun Financial Corp | $2.3M | $698K |
| Envestnet Asset Management Inc. | $686K | $471K |
| Kestra Advisory Services, LLC | $326K | $696K |
| Private Advisor Group, LLC | $266K | $569K |
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: CZA institutional holders, CSB institutional holders.
Frequently asked questions
How much do CZA and CSB overlap?
0.8% by weight, with 2 holdings in common, using holdings for CZA as of July 31, 2026 and CSB as of June 30, 2026. The largest shared position is LEVI.
Do institutions hold both CZA and CSB?
22 Form 13F filers report positions in both, out of 94 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%.