TPZ vs CSIO overlap
TPZ and CSIO overlap 20.7% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TPZ | CSIO | Overlap |
|---|---|---|---|
| Entergy Corp.ETR | 5.87% | 6.05% | 5.87% |
| Williams COS Inc.WMB | 5.42% | 6.76% | 5.42% |
| TC Energy Corp.TRP | 5.28% | 6.00% | 5.28% |
| DTE Energy CoDTE | 2.37% | 3.31% | 2.37% |
| Mastec Inc.MTZ | 0.92% | 1.33% | 0.92% |
| Venture Global-aVG | 0.86% | 1.49% | 0.86% |
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: TPZ, SEC Form N-PORT, May 31, 2026; CSIO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TPZ | CSIO |
|---|---|---|
| LPL Financial LLC | $2.1M | $1.2M |
| Morgan Stanley | $1.6M | $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: TPZ institutional holders, CSIO institutional holders.
Frequently asked questions
How much do TPZ and CSIO overlap?
20.7% by weight, with 6 holdings in common, using holdings for TPZ as of May 31, 2026 and CSIO as of June 30, 2026. The largest shared position is ETR.
Do institutions hold both TPZ and CSIO?
2 Form 13F filers report positions in both, out of 48 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%.