IDRV vs CSIO overlap

IDRV and CSIO overlap 0.0% by weight, across 0 shared holdings.

IDRVCSIO

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

IDRV0.0% of the fund is in shared holdings, of 53

CSIO0.0% of the fund is in shared holdings, of 29

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: IDRV, SEC Form N-PORT, July 31, 2026; CSIO, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 85 holding any

IDRV24.8% of its 13F dollars, 5.5% of its 73 holders

CSIO7.2% of its 13F dollars, 25.0% of its 16 holders

Largest institutions holding both

Firm	IDRV	CSIO
Morgan Stanley	$5.8M	$3K
LPL Financial LLC	$2.0M	$1.2M
Commonwealth Equity Services, LLC	$781K	$729K
Jane Street Group, LLC	$754K	$709K

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: IDRV institutional holders, CSIO institutional holders.

Frequently asked questions

How much do IDRV and CSIO overlap?

0.0% by weight, with 0 holdings in common, using holdings for IDRV as of July 31, 2026 and CSIO as of June 30, 2026.

Do institutions hold both IDRV and CSIO?

4 Form 13F filers report positions in both, out of 85 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%.