FDRS vs CRDT overlap
0 institutions report holding both FDRS and CRDT.
FDRSCRDT
Pick 2 to 4 ETFs.
We don’t have holdings for FDRS. 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.
0
institutions report holding both, of 21 holding any
FDRS0.0% of its 13F dollars, 0.0% of its 3 holders
CRDT0.0% of its 13F dollars, 0.0% of its 18 holders
Largest institutions holding both
No 13F filer reports holding both.
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: FDRS institutional holders, CRDT institutional holders.
Frequently asked questions
Do institutions hold both FDRS and CRDT?
0 Form 13F filers report positions in both, out of 21 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%.