CORO vs ACWX overlap
220 institutions report holding both CORO and ACWX.
COROACWX
Pick 2 to 4 ETFs.
We don’t have holdings for CORO. 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.
220
institutions report holding both, of 933 holding any
CORO78.1% of its 13F dollars, 53.8% of its 409 holders
ACWX36.6% of its 13F dollars, 29.6% of its 744 holders
Largest institutions holding both
| Firm | CORO | ACWX |
|---|---|---|
| Envestnet Asset Management Inc. | $1.8B | $199.5M |
| JPMorgan Chase & Co | $653.6M | $196.5M |
| Morgan Stanley | $199.4M | $514.7M |
| LPL Financial LLC | $471.6M | $121.3M |
| BlackRock, Inc. | $55.1M | $354.8M |
| Merit Financial Group, LLC | $210.2M | $22.9M |
| Park Avenue Securities LLC | $157.4M | $44.5M |
| MML Investors Services, LLC | $141.2M | $35.1M |
| Cerity Partners LLC | $47.2M | $126.2M |
| Envestnet Portfolio Solutions, Inc. | $153.7M | $9.7M |
| Cetera Investment Advisers | $107.9M | $50.4M |
| OneDigital Investment Advisors LLC | $152.5M | $790K |
| Bank of New York Mellon Corp | $102.1M | $16.9M |
| Commonwealth Equity Services, LLC | $98.6M | $14.6M |
| Jane Street Group, LLC | $836K | $112.2M |
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: CORO institutional holders, ACWX institutional holders.
Frequently asked questions
Do institutions hold both CORO and ACWX?
220 Form 13F filers report positions in both, out of 933 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%.