HERD vs CSNR overlap
HERD and CSNR 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: HERD, SEC Form N-PORT, July 31, 2026; CSNR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | HERD | CSNR |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $1.7M | $2.0M |
| Citadel Advisors LLC | $1.7M | $309K |
| Jane Street Group, LLC | $681K | $1.3M |
| Commonwealth Equity Services, LLC | $201K | $1.4M |
| Wealth Enhancement Advisory Services, LLC | $421K | $600K |
| Morgan Stanley | $20K | $18K |
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: HERD institutional holders, CSNR institutional holders.
Frequently asked questions
How much do HERD and CSNR overlap?
0.0% by weight, with 0 holdings in common, using holdings for HERD as of July 31, 2026 and CSNR as of June 30, 2026.
Do institutions hold both HERD and CSNR?
6 Form 13F filers report positions in both, out of 72 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%.