REGS vs CCOR overlap
REGS and CCOR overlap 19.4% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | REGS | CCOR | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 5.26% | 3.91% | 3.91% |
| Apple Inc.AAPL | 7.89% | 2.84% | 2.84% |
| ELI Lilly & CoLLY | 3.58% | 2.75% | 2.75% |
| ADV Micro DeviceAMD | 3.14% | 2.47% | 2.47% |
| Amazon.COM Inc.AMZN | 2.31% | 3.20% | 2.31% |
| META Platforms-aMETA | 4.00% | 2.12% | 2.12% |
| Alphabet Inc.-aGOOGL | 1.97% | 5.41% | 1.97% |
| Adobe Inc.ADBE | 1.00% | 1.16% | 1.00% |
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: REGS, SEC Form N-PORT, June 30, 2026; CCOR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | REGS | CCOR |
|---|---|---|
| Captrust Financial Advisors | $137K | $3.5M |
| Osaic Holdings, Inc. | $982K | $30K |
| Susquehanna International Group, LLP | $378K | $210K |
| UBS Group AG | $206K | $6K |
| NewEdge Advisors, LLC | $154K | $5K |
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: REGS institutional holders, CCOR institutional holders.
Frequently asked questions
How much do REGS and CCOR overlap?
19.4% by weight, with 8 holdings in common, using holdings for REGS as of June 30, 2026 and CCOR as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both REGS and CCOR?
5 Form 13F filers report positions in both, out of 31 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%.