LDUR vs CORB overlap
LDUR and CORB overlap 0.5% by weight, across 9 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | LDUR | CORB | Overlap |
|---|---|---|---|
| RD Michigan Property Owner I LLC 7.5% 03/30/2045 144A | 0.33% | 0.19% | 0.19% |
| Vistra Operation | 0.10% | 0.27% | 0.10% |
| Eagle LuxcoMEXPCP | 0.40% | 0.08% | 0.08% |
| AMMC CLO 27 Ltd. | 0.05% | 0.24% | 0.05% |
| Acgcap 1.95 09/20/26 144A | 0.52% | 0.04% | 0.04% |
| Banco SantanderSANTAN | 0.09% | 0.02% | 0.02% |
| Aviation Capital Group LLC | 0.36% | 0.01% | 0.01% |
| Vistra Operations Co LLC 5.05% 12/30/2026 144AVST | 0.37% | 0.01% | 0.01% |
| Wells Fargo Home Equity Trust Mortgage Pass-Through Certificates | 0.04% | 0.00% | 0.00% |
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: LDUR, SEC Form N-PORT, June 30, 2026; CORB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | LDUR | CORB |
|---|---|---|
| UBS Group AG | $9.9M | $680 |
| Kestra Advisory Services, LLC | $1.5M | $551K |
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: LDUR institutional holders, CORB institutional holders.
Frequently asked questions
How much do LDUR and CORB overlap?
0.5% by weight, with 9 holdings in common, using holdings for LDUR as of June 30, 2026 and CORB as of May 31, 2026. The largest shared position is RD Michigan Property Owner I LLC 7.5% 03/30/2045 144A.
Do institutions hold both LDUR and CORB?
2 Form 13F filers report positions in both, out of 178 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%.