CBTY vs CBOO overlap
5 institutions report holding both CBTY and CBOO.
CBTYCBOO
Pick 2 to 4 ETFs.
We don’t have holdings for CBTY, CBOO. 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.
5
institutions report holding both, of 14 holding any
CBTY86.8% of its 13F dollars, 50.0% of its 10 holders
CBOO75.6% of its 13F dollars, 55.6% of its 9 holders
Largest institutions holding both
| Firm | CBTY | CBOO |
|---|---|---|
| Calamos Advisors LLC | $1.3M | $585K |
| Susquehanna International Group, LLP | $700K | $803K |
| Jane Street Group, LLC | $607K | $658K |
| Ankerstar Wealth, LLC | $14K | $152K |
| UBS Group AG | $2K | $95K |
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: CBTY institutional holders, CBOO institutional holders.
Frequently asked questions
Do institutions hold both CBTY and CBOO?
5 Form 13F filers report positions in both, out of 14 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%.