CCNR vs BRRR overlap
1 institutions report holding both CCNR and BRRR.
CCNRBRRR
Pick 2 to 4 ETFs.
We don’t have holdings for BRRR. 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 32 holding any
CCNR0.0% of its 13F dollars, 6.3% of its 16 holders
BRRR0.0% of its 13F dollars, 5.9% of its 17 holders
Largest institutions holding both
| Firm | CCNR | BRRR |
|---|---|---|
| Wells Fargo & Company | $2K | $24 |
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: CCNR institutional holders, BRRR institutional holders.
Frequently asked questions
Do institutions hold both CCNR and BRRR?
1 Form 13F filers report positions in both, out of 32 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%.