CATF vs BAMU overlap
2 institutions report holding both CATF and BAMU.
CATFBAMU
Pick 2 to 4 ETFs.
We don’t have holdings for BAMU. 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.
2
institutions report holding both, of 29 holding any
CATF6.1% of its 13F dollars, 8.7% of its 23 holders
BAMU0.4% of its 13F dollars, 25.0% of its 8 holders
Largest institutions holding both
| Firm | CATF | BAMU |
|---|---|---|
| Jane Street Group, LLC | $4.2M | $218K |
| Osaic Holdings, Inc. | $3K | $25K |
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: CATF institutional holders, BAMU institutional holders.
Frequently asked questions
Do institutions hold both CATF and BAMU?
2 Form 13F filers report positions in both, out of 29 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%.