EMET vs BOUT overlap
2 institutions report holding both EMET and BOUT.
EMETBOUT
Pick 2 to 4 ETFs.
We don’t have holdings for BOUT. 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 25 holding any
EMET0.3% of its 13F dollars, 13.3% of its 15 holders
BOUT0.5% of its 13F dollars, 16.7% of its 12 holders
Largest institutions holding both
| Firm | EMET | BOUT |
|---|---|---|
| Osaic Holdings, Inc. | $17K | $32K |
| Farther Finance Advisors, LLC | $4K | $98 |
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: EMET institutional holders, BOUT institutional holders.
Frequently asked questions
Do institutions hold both EMET and BOUT?
2 Form 13F filers report positions in both, out of 25 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%.