CAGE vs ASTX overlap
0 institutions report holding both CAGE and ASTX.
CAGEASTX
Pick 2 to 4 ETFs.
We don’t have holdings for CAGE, ASTX. 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.
0
institutions report holding both, of 61 holding any
CAGE0.0% of its 13F dollars, 0.0% of its 39 holders
ASTX0.0% of its 13F dollars, 0.0% of its 22 holders
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: CAGE institutional holders, ASTX institutional holders.
Frequently asked questions
Do institutions hold both CAGE and ASTX?
0 Form 13F filers report positions in both, out of 61 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%.