RISN vs CPTL overlap
RISN and CPTL overlap 1.0% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RISN | CPTL | Overlap |
|---|---|---|---|
| Automatic DataADP | 2.43% | 0.55% | 0.55% |
| Home Depot Inc.HD | 2.61% | 0.46% | 0.46% |
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: RISN, SEC Form N-PORT, May 31, 2026; CPTL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RISN | CPTL |
|---|---|---|
| Morgan Stanley | $147 | $46.2M |
| LPL Financial LLC | $1.9M | $4.1M |
| Osaic Holdings, Inc. | $66K | $1.9M |
| Harbour Investments, Inc. | $94K | $4K |
| Creative Financial Designs Inc. | $37K | $4K |
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: RISN institutional holders, CPTL institutional holders.
Frequently asked questions
How much do RISN and CPTL overlap?
1.0% by weight, with 2 holdings in common, using holdings for RISN as of May 31, 2026 and CPTL as of May 31, 2026. The largest shared position is ADP.
Do institutions hold both RISN and CPTL?
5 Form 13F filers report positions in both, out of 59 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%.