FXG vs CSEN overlap
20 institutions report holding both FXG and CSEN.
FXGCSEN
Pick 2 to 4 ETFs.
We don’t have holdings for CSEN. 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.
20
institutions report holding both, of 125 holding any
FXG59.8% of its 13F dollars, 18.5% of its 108 holders
CSEN54.8% of its 13F dollars, 54.0% of its 37 holders
Largest institutions holding both
| Firm | FXG | CSEN |
|---|---|---|
| Morgan Stanley | $12.1M | $18.4M |
| LPL Financial LLC | $18.7M | $5.0M |
| Bank of America Corp. | $3.7M | $17.2M |
| Royal Bank of Canada | $3.7M | $7.8M |
| Raymond James Financial Inc. | $5.3M | $3.1M |
| Stifel Financial Corp. | $4.2M | $3.8M |
| Cambridge Investment Research Advisors, Inc. | $2.6M | $4.2M |
| Commonwealth Equity Services, LLC | $3.6M | $2.5M |
| Osaic Holdings, Inc. | $5.8M | $86K |
| UBS Group AG | $2.6M | $2.1M |
| Susquehanna International Group, LLP | $2.1M | $898K |
| Rockefeller Capital Management L.P. | $1.9M | $310K |
| Envestnet Asset Management Inc. | $1.4M | $620K |
| Cetera Investment Advisers | $1.0M | $666K |
| Harbour Investments, Inc. | $936K | $88K |
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: FXG institutional holders, CSEN institutional holders.
Frequently asked questions
Do institutions hold both FXG and CSEN?
20 Form 13F filers report positions in both, out of 125 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%.