LDRI vs CBON overlap

LDRI and CBON overlap 0.0% by weight, across 0 shared holdings.

LDRICBON

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

LDRI0.0% of the fund is in shared holdings, of 5

CBON0.0% of the fund is in shared holdings, of 34

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: LDRI, SEC Form N-PORT, July 31, 2026; CBON, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 20 holding any

LDRI5.3% of its 13F dollars, 12.5% of its 8 holders

CBON7.2% of its 13F dollars, 7.7% of its 13 holders

Largest institutions holding both

Firm	LDRI	CBON
Jane Street Group, LLC	$293K	$433K

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: LDRI institutional holders, CBON institutional holders.

Frequently asked questions

How much do LDRI and CBON overlap?

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

Do institutions hold both LDRI and CBON?

1 Form 13F filers report positions in both, out of 20 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%.