ETH vs CCNR overlap
6 institutions report holding both ETH and CCNR.
ETHCCNR
Pick 2 to 4 ETFs.
We don’t have holdings for ETH. 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.
6
institutions report holding both, of 271 holding any
ETH0.7% of its 13F dollars, 2.3% of its 261 holders
CCNR0.6% of its 13F dollars, 37.5% of its 16 holders
Largest institutions holding both
| Firm | ETH | CCNR |
|---|---|---|
| LPL Financial LLC | $1.7M | $641K |
| MML Investors Services, LLC | $1.1M | $886K |
| Osaic Holdings, Inc. | $25K | $366K |
| Integrated Wealth Concepts LLC | $53K | $71K |
| Wells Fargo & Company | $35K | $2K |
| UBS Group AG | $4K | $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: ETH institutional holders, CCNR institutional holders.
Frequently asked questions
Do institutions hold both ETH and CCNR?
6 Form 13F filers report positions in both, out of 271 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%.