EZBC vs CRAK overlap
19 institutions report holding both EZBC and CRAK.
EZBCCRAK
Pick 2 to 4 ETFs.
We don’t have holdings for EZBC. 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.
19
institutions report holding both, of 116 holding any
EZBC63.0% of its 13F dollars, 25.7% of its 74 holders
CRAK26.4% of its 13F dollars, 31.1% of its 61 holders
Largest institutions holding both
| Firm | EZBC | CRAK |
|---|---|---|
| LPL Financial LLC | $21.0M | $4.0M |
| Susquehanna International Group, LLP | $7.6M | $1.7M |
| Cetera Investment Advisers | $5.6M | $3.4M |
| Jane Street Group, LLC | $6.1M | $2.1M |
| Sanctuary Advisors, LLC | $2.9M | $387K |
| Cambridge Investment Research Advisors, Inc. | $738K | $2.0M |
| Equitable Holdings, Inc. | $227K | $2.4M |
| Osaic Holdings, Inc. | $18K | $2.0M |
| O'SHAughnessy Asset Management, LLC | $949K | $5K |
| Steward Partners Investment Advisory, LLC | $330K | $516K |
| Simplex Trading, LLC | $7K | $612K |
| Captrust Financial Advisors | $360K | $223K |
| Farther Finance Advisors, LLC | $33K | $76K |
| NewEdge Advisors, LLC | $27K | $50K |
| CX Institutional | $31K | $24K |
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, CRAK institutional holders.
Frequently asked questions
Do institutions hold both EZBC and CRAK?
19 Form 13F filers report positions in both, out of 116 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%.