CBTL vs CBOY overlap
3 institutions report holding both CBTL and CBOY.
CBTLCBOY
Pick 2 to 4 ETFs.
We don’t have holdings for CBTL, CBOY. 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
CBTL86.9% of its 13F dollars, 42.9% of its 7 holders
CBOY51.2% of its 13F dollars, 33.3% of its 9 holders
Largest institutions holding both
| Firm | CBTL | CBOY |
|---|---|---|
| Susquehanna International Group, LLP | $2.6M | $1.2M |
| ATX Financial Planning, LLC | $529K | $425K |
| Jane Street Group, LLC | $258K | $404K |
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: CBTL institutional holders, CBOY institutional holders.
Frequently asked questions
Do institutions hold both CBTL and CBOY?
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%.