USFE vs CCSO overlap
USFE and CCSO overlap 1.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | USFE | CCSO | Overlap |
|---|---|---|---|
| Carlisle COS Inc.CSL | 1.05% | 1.37% | 1.05% |
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: USFE, SEC Form N-PORT, July 31, 2026; CCSO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: USFE institutional holders, CCSO institutional holders.
Frequently asked questions
How much do USFE and CCSO overlap?
1.1% by weight, with 1 holdings in common, using holdings for USFE as of July 31, 2026 and CCSO as of July 31, 2026. The largest shared position is CSL.
Do institutions hold both USFE and CCSO?
0 Form 13F filers report positions in both, out of 9 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%.