GSG vs CCNR overlap
6 institutions report holding both GSG and CCNR.
GSGCCNR
Pick 2 to 4 ETFs.
We don’t have holdings for GSG. 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 151 holding any
GSG3.8% of its 13F dollars, 4.3% of its 141 holders
CCNR0.4% of its 13F dollars, 37.5% of its 16 holders
Largest institutions holding both
| Firm | GSG | CCNR |
|---|---|---|
| Wells Fargo & Company | $7.5M | $2K |
| LPL Financial LLC | $3.3M | $641K |
| Osaic Holdings, Inc. | $2.5M | $366K |
| UBS Group AG | $1.7M | $2K |
| Raymond James Financial Inc. | $1.2M | $253K |
| Integrated Wealth Concepts LLC | $37K | $71K |
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: GSG institutional holders, CCNR institutional holders.
Frequently asked questions
Do institutions hold both GSG and CCNR?
6 Form 13F filers report positions in both, out of 151 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%.