MUST vs CSHI overlap
MUST and CSHI 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: MUST, SEC Form N-PORT, July 31, 2026; CSHI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MUST | CSHI |
|---|---|---|
| Morgan Stanley | $121.5M | $63 |
| LPL Financial LLC | $80.6M | $34.1M |
| UBS Group AG | $5.0M | $26.4M |
| Commonwealth Equity Services, LLC | $5.9M | $20.4M |
| Wells Fargo & Company | $21.6M | $38 |
| Summit Financial, LLC | $973K | $10.8M |
| MML Investors Services, LLC | $395K | $10.1M |
| NewEdge Advisors, LLC | $280K | $8.1M |
| ARQ Wealth Advisors, LLC | $6.0M | $2.4M |
| Private Advisor Group, LLC | $5.0M | $2.2M |
| Stifel Financial Corp. | $292K | $5.2M |
| Royal Bank of Canada | $5.1M | $5K |
| Osaic Holdings, Inc. | $4.1M | $770K |
| Farther Finance Advisors, LLC | $715K | $3.0M |
| JPMorgan Chase & Co | $1.4M | $1.6M |
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: MUST institutional holders, CSHI institutional holders.
Frequently asked questions
How much do MUST and CSHI overlap?
0.0% by weight, with 0 holdings in common, using holdings for MUST as of July 31, 2026 and CSHI as of June 30, 2026.
Do institutions hold both MUST and CSHI?
30 Form 13F filers report positions in both, out of 182 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%.