CBOX vs ASHR overlap
1 institutions report holding both CBOX and ASHR.
CBOXASHR
Pick 2 to 4 ETFs.
We don’t have holdings for CBOX. 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.
1
institutions report holding both, of 150 holding any
CBOX0.1% of its 13F dollars, 25.0% of its 4 holders
ASHR1.2% of its 13F dollars, 0.7% of its 147 holders
Largest institutions holding both
| Firm | CBOX | ASHR |
|---|---|---|
| Susquehanna International Group, LLP | $1.7M | $13.4M |
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: CBOX institutional holders, ASHR institutional holders.
Frequently asked questions
Do institutions hold both CBOX and ASHR?
1 Form 13F filers report positions in both, out of 150 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%.