QCLN vs CSM overlap
QCLN and CSM overlap 1.4% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | QCLN | CSM | Overlap |
|---|---|---|---|
| Tesla Inc.TSLA | 8.39% | 1.03% | 1.03% |
| First Solar Inc.FSLR | 6.69% | 0.21% | 0.21% |
| Albemarle Corp.ALB | 3.33% | 0.19% | 0.19% |
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: QCLN, SEC Form N-PORT, June 30, 2026; CSM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | QCLN | CSM |
|---|---|---|
| Morgan Stanley | $31.0M | $71.2M |
| Wells Fargo & Company | $63.8M | $6.0M |
| LPL Financial LLC | $15.9M | $21.7M |
| UBS Group AG | $16.2M | $23K |
| Bank of America Corp. | $7.5M | $5.4M |
| Onyx Bridge Wealth Group LLC | $650K | $9.8M |
| Stifel Financial Corp. | $1.9M | $7.9M |
| Envestnet Asset Management Inc. | $1.4M | $8.1M |
| Cambridge Investment Research Advisors, Inc. | $6.0M | $3.2M |
| Royal Bank of Canada | $8.1M | $1.1M |
| Osaic Holdings, Inc. | $5.6M | $3.6M |
| Raymond James Financial Inc. | $4.0M | $4.1M |
| Cetera Investment Advisers | $2.7M | $2.8M |
| Oppenheimer & Co Inc. | $4.2M | $617K |
| Commonwealth Equity Services, LLC | $3.8M | $621K |
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: QCLN institutional holders, CSM institutional holders.
Frequently asked questions
How much do QCLN and CSM overlap?
1.4% by weight, with 3 holdings in common, using holdings for QCLN as of June 30, 2026 and CSM as of May 31, 2026. The largest shared position is TSLA.
Do institutions hold both QCLN and CSM?
46 Form 13F filers report positions in both, out of 239 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%.