ETHE vs BITW overlap
61 institutions report holding both ETHE and BITW.
ETHEBITW
Pick 2 to 4 ETFs.
We don’t have holdings for ETHE, BITW. 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.
61
institutions report holding both, of 316 holding any
ETHE31.9% of its 13F dollars, 23.9% of its 255 holders
BITW55.2% of its 13F dollars, 50.0% of its 122 holders
Largest institutions holding both
| Firm | ETHE | BITW |
|---|---|---|
| LPL Financial LLC | $3.0M | $19.8M |
| Jane Street Group, LLC | $2.7M | $7.2M |
| Mariner, LLC | $1.5M | $4.4M |
| Cetera Investment Advisers | $787K | $5.1M |
| Virtu Financial LLC | $4.0M | $1.2M |
| Intrinsic Edge Capital Management LLC | $638K | $4.0M |
| Pasadena Private Wealth, LLC | $2.6M | $438K |
| Independent Financial Group, LLC | $171K | $2.7M |
| Cambridge Investment Research Advisors, Inc. | $1.4M | $1.3M |
| Susquehanna International Group, LLP | $2.1M | $254K |
| Private Advisor Group, LLC | $1.5M | $768K |
| NewEdge Advisors, LLC | $554K | $1.6M |
| Commonwealth Equity Services, LLC | $1.5M | $449K |
| Savvy Advisors, Inc. | $399K | $1.4M |
| Beacon Pointe Advisors, LLC | $896K | $582K |
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: ETHE institutional holders, BITW institutional holders.
Frequently asked questions
Do institutions hold both ETHE and BITW?
61 Form 13F filers report positions in both, out of 316 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%.