DEMZ vs CLCG overlap
2 institutions report holding both DEMZ and CLCG.
DEMZCLCG
Pick 2 to 4 ETFs.
We don’t have holdings for CLCG. 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 35 holding any
DEMZ11.9% of its 13F dollars, 7.4% of its 27 holders
CLCG5.3% of its 13F dollars, 20.0% of its 10 holders
Largest institutions holding both
| Firm | DEMZ | CLCG |
|---|---|---|
| Susquehanna International Group, LLP | $715K | $827K |
| Osaic Holdings, Inc. | $1.3M | $120K |
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: DEMZ institutional holders, CLCG institutional holders.
Frequently asked questions
Do institutions hold both DEMZ and CLCG?
2 Form 13F filers report positions in both, out of 35 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%.