CBXO vs ARLI overlap
1 institutions report holding both CBXO and ARLI.
CBXOARLI
Pick 2 to 4 ETFs.
We don’t have holdings for CBXO, ARLI. 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 12 holding any
CBXO10.4% of its 13F dollars, 11.1% of its 9 holders
ARLI9.3% of its 13F dollars, 25.0% of its 4 holders
Largest institutions holding both
| Firm | CBXO | ARLI |
|---|---|---|
| Old Mission Capital LLC | $609K | $549K |
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: CBXO institutional holders, ARLI institutional holders.
Frequently asked questions
Do institutions hold both CBXO and ARLI?
1 Form 13F filers report positions in both, out of 12 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%.