PEJ vs CSD overlap
PEJ and CSD overlap 2.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PEJ | CSD | Overlap |
|---|---|---|---|
| Versant Media GRVSNT | 2.12% | 2.70% | 2.12% |
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: PEJ, SEC Form N-PORT, July 31, 2026; CSD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PEJ | CSD |
|---|---|---|
| LPL Financial LLC | $4.6M | $16.0M |
| Raymond James Financial Inc. | $7.2M | $10.3M |
| Morgan Stanley | $10.9M | $2.2M |
| Bank of America Corp. | $4.4M | $7.8M |
| Goldman Sachs Group Inc. | $8.3M | $1.4M |
| Wells Fargo & Company | $5.7M | $17K |
| Commonwealth Equity Services, LLC | $874K | $4.5M |
| Osaic Holdings, Inc. | $1.2M | $2.9M |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $924K |
| Integrated Wealth Concepts LLC | $1.8M | $1.1M |
| Ameriprise Financial Inc. | $499K | $2.2M |
| Institute for Wealth Management, LLC. | $49K | $2.4M |
| Jones Financial Companies LLLP | $543K | $1.6M |
| NewEdge Advisors, LLC | $10K | $2.1M |
| HighTower Advisors, LLC | $875K | $454K |
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: PEJ institutional holders, CSD institutional holders.
Frequently asked questions
How much do PEJ and CSD overlap?
2.1% by weight, with 1 holdings in common, using holdings for PEJ as of July 31, 2026 and CSD as of July 31, 2026. The largest shared position is VSNT.
Do institutions hold both PEJ and CSD?
29 Form 13F filers report positions in both, out of 112 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%.