BSOL vs AQLT overlap
4 institutions report holding both BSOL and AQLT.
BSOLAQLT
Pick 2 to 4 ETFs.
We don’t have holdings for BSOL. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
4
institutions report holding both, of 74 holding any
BSOL21.1% of its 13F dollars, 6.3% of its 63 holders
AQLT3.1% of its 13F dollars, 26.7% of its 15 holders
Largest institutions holding both
| Firm | BSOL | AQLT |
|---|---|---|
| Morgan Stanley | $27.1M | $4.7M |
| Citadel Advisors LLC | $16.8M | $691K |
| Susquehanna International Group, LLP | $4.2M | $2.2M |
| Jane Street Group, LLC | $4.7M | $255K |
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: BSOL institutional holders, AQLT institutional holders.
Frequently asked questions
Do institutions hold both BSOL and AQLT?
4 Form 13F filers report positions in both, out of 74 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%.