PPI vs CSD overlap
PPI and CSD overlap 3.6% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PPI | CSD | Overlap |
|---|---|---|---|
| GE Vernova Inc.GEV | 3.65% | 7.20% | 3.65% |
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: PPI, SEC Form N-PORT, June 30, 2026; CSD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PPI | CSD |
|---|---|---|
| LPL Financial LLC | $4.3M | $16.0M |
| Raymond James Financial Inc. | $634K | $10.3M |
| Commonwealth Equity Services, LLC | $240K | $4.5M |
| Osaic Holdings, Inc. | $419K | $2.9M |
| Morgan Stanley | $53K | $2.2M |
| Integrated Wealth Concepts LLC | $20K | $1.1M |
| Millstone Evans Group, LLC | $158K | $1K |
| PNC Financial Services Group, Inc. | $50K | $6K |
| UBS Group AG | $383 | $3K |
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: PPI institutional holders, CSD institutional holders.
Frequently asked questions
How much do PPI and CSD overlap?
3.6% by weight, with 1 holdings in common, using holdings for PPI as of June 30, 2026 and CSD as of July 31, 2026. The largest shared position is GEV.
Do institutions hold both PPI and CSD?
9 Form 13F filers report positions in both, out of 101 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%.