CVNY vs COTG overlap
1 institutions report holding both CVNY and COTG.
CVNYCOTG
Pick 2 to 4 ETFs.
We don’t have holdings for COTG. 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 7 holding any
CVNY43.7% of its 13F dollars, 20.0% of its 5 holders
COTG34.8% of its 13F dollars, 33.3% of its 3 holders
Largest institutions holding both
| Firm | CVNY | COTG |
|---|---|---|
| Susquehanna International Group, LLP | $671K | $527K |
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: CVNY institutional holders, COTG institutional holders.
Frequently asked questions
Do institutions hold both CVNY and COTG?
1 Form 13F filers report positions in both, out of 7 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%.