CEGX vs BEZ overlap
2 institutions report holding both CEGX and BEZ.
CEGXBEZ
Pick 2 to 4 ETFs.
We don’t have holdings for CEGX, BEZ. 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.
2
institutions report holding both, of 12 holding any
CEGX41.0% of its 13F dollars, 25.0% of its 8 holders
BEZ44.7% of its 13F dollars, 33.3% of its 6 holders
Largest institutions holding both
| Firm | CEGX | BEZ |
|---|---|---|
| Optiver Holding B.V. | $789K | $357K |
| Susquehanna International Group, LLP | $166K | $687K |
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: CEGX institutional holders, BEZ institutional holders.
Frequently asked questions
Do institutions hold both CEGX and BEZ?
2 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%.