IDGT vs CSRE overlap
IDGT and CSRE overlap 22.9% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IDGT | CSRE | Overlap |
|---|---|---|---|
| Digital RealtyDLR | 8.27% | 8.37% | 8.27% |
| Crown Castle Inc.CCI | 5.32% | 6.41% | 5.32% |
| Equinix Inc.EQIX | 8.71% | 4.86% | 4.86% |
| American Tower CAMT | 7.71% | 3.15% | 3.15% |
| SBA COMM Corp.SBAC | 4.89% | 1.32% | 1.32% |
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: IDGT, SEC Form N-PORT, June 30, 2026; CSRE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IDGT | CSRE |
|---|---|---|
| Bank of America Corp. | $56.3M | $19.2M |
| Royal Bank of Canada | $10.9M | $20.3M |
| Raymond James Financial Inc. | $6.2M | $24.9M |
| Osaic Holdings, Inc. | $10.3M | $10.6M |
| Susquehanna International Group, LLP | $8.7M | $4.2M |
| Capital Analysts, LLC | $17K | $11.2M |
| Envestnet Asset Management Inc. | $4.4M | $6.4M |
| Apollon Wealth Management, LLC | $2.1M | $8.0M |
| Sanctuary Advisors, LLC | $995K | $8.2M |
| Jane Street Group, LLC | $3.8M | $2.4M |
| Stifel Financial Corp. | $4.8M | $609K |
| Citadel Advisors LLC | $3.3M | $1.3M |
| Commonwealth Equity Services, LLC | $298K | $3.8M |
| Janney Montgomery Scott LLC | $582K | $3.1M |
| Cambridge Investment Research Advisors, Inc. | $786K | $2.0M |
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: IDGT institutional holders, CSRE institutional holders.
Frequently asked questions
How much do IDGT and CSRE overlap?
22.9% by weight, with 5 holdings in common, using holdings for IDGT as of June 30, 2026 and CSRE as of June 30, 2026. The largest shared position is DLR.
Do institutions hold both IDGT and CSRE?
27 Form 13F filers report positions in both, out of 163 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%.