BTCZ vs BEZ overlap
3 institutions report holding both BTCZ and BEZ.
BTCZBEZ
Pick 2 to 4 ETFs.
We don’t have holdings for BTCZ, BEZ. 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.
3
institutions report holding both, of 13 holding any
BTCZ40.5% of its 13F dollars, 30.0% of its 10 holders
BEZ55.3% of its 13F dollars, 50.0% of its 6 holders
Largest institutions holding both
| Firm | BTCZ | BEZ |
|---|---|---|
| Jane Street Group, LLC | $194K | $759K |
| StoneX Group Inc. | $473K | $180K |
| IMC-Chicago, LLC | $276K | $352K |
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: BTCZ institutional holders, BEZ institutional holders.
Frequently asked questions
Do institutions hold both BTCZ and BEZ?
3 Form 13F filers report positions in both, out of 13 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%.