FRI vs CRTC overlap
FRI and CRTC overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: FRI, SEC Form N-PORT, June 30, 2026; CRTC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FRI | CRTC |
|---|---|---|
| Morgan Stanley | $27.2M | $1.8M |
| LPL Financial LLC | $20.4M | $7.0M |
| Cetera Investment Advisers | $15.9M | $3.2M |
| Commonwealth Equity Services, LLC | $424K | $5.7M |
| Envestnet Asset Management Inc. | $1.7M | $3.0M |
| Royal Bank of Canada | $1.4M | $2.7M |
| Citadel Advisors LLC | $1.4M | $974K |
| Bank of America Corp. | $1.4M | $283K |
| Farther Finance Advisors, LLC | $11K | $822K |
| Jones Financial Companies LLLP | $535K | $32K |
| Osaic Holdings, Inc. | $531K | $23K |
| JPMorgan Chase & Co | $2K | $214K |
| FMR LLC | $8K | $11K |
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: FRI institutional holders, CRTC institutional holders.
Frequently asked questions
How much do FRI and CRTC overlap?
0.0% by weight, with 0 holdings in common, using holdings for FRI as of June 30, 2026 and CRTC as of May 31, 2026.
Do institutions hold both FRI and CRTC?
13 Form 13F filers report positions in both, out of 86 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%.