CBXA vs CBTO overlap
5 institutions report holding both CBXA and CBTO.
CBXACBTO
Pick 2 to 4 ETFs.
We don’t have holdings for CBXA, CBTO. 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 15 holding any
CBXA93.0% of its 13F dollars, 62.5% of its 8 holders
CBTO81.4% of its 13F dollars, 41.7% of its 12 holders
Largest institutions holding both
| Firm | CBXA | CBTO |
|---|---|---|
| Susquehanna International Group, LLP | $3.1M | $1.5M |
| Jane Street Group, LLC | $859K | $1.0M |
| Calamos Advisors LLC | $364K | $1.3M |
| IFP Advisors, Inc | $97K | $84K |
| UBS Group AG | $104 | $22K |
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: CBXA institutional holders, CBTO institutional holders.
Frequently asked questions
Do institutions hold both CBXA and CBTO?
5 Form 13F filers report positions in both, out of 15 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%.