EZBC vs BTCW overlap
13 institutions report holding both EZBC and BTCW.
EZBCBTCW
Pick 2 to 4 ETFs.
We don’t have holdings for EZBC, BTCW. 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.
13
institutions report holding both, of 88 holding any
EZBC55.2% of its 13F dollars, 17.6% of its 74 holders
BTCW48.0% of its 13F dollars, 48.1% of its 27 holders
Largest institutions holding both
| Firm | EZBC | BTCW |
|---|---|---|
| LPL Financial LLC | $21.0M | $5.4M |
| Susquehanna International Group, LLP | $7.6M | $8.8M |
| Jane Street Group, LLC | $6.1M | $8.7M |
| Meitav Investment House Ltd. | $3.7M | $3.7M |
| Global Retirement Partners, LLC | $870K | $73K |
| Harel Insurance Investments & Financial Services Ltd. | $323K | $323K |
| Steward Partners Investment Advisory, LLC | $330K | $23K |
| Geneos Wealth Management Inc. | $229K | $23K |
| Towarzystwo Funduszy Inwestycyjnych PZU SA | $103K | $97K |
| Farther Finance Advisors, LLC | $33K | $16K |
| NewEdge Advisors, LLC | $27K | $3K |
| TSFG, LLC | $4K | $4K |
| Smartleaf Asset Management LLC | $5K | $893 |
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: EZBC institutional holders, BTCW institutional holders.
Frequently asked questions
Do institutions hold both EZBC and BTCW?
13 Form 13F filers report positions in both, out of 88 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%.