FBDC vs ACKY overlap
2 institutions report holding both FBDC and ACKY.
FBDCACKY
Pick 2 to 4 ETFs.
We don’t have holdings for ACKY. 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
FBDC5.4% of its 13F dollars, 14.3% of its 14 holders
ACKY3.4% of its 13F dollars, 15.4% of its 13 holders
Largest institutions holding both
| Firm | FBDC | ACKY |
|---|---|---|
| Citadel Advisors LLC | $396K | $227K |
| UBS Group AG | $898 | $23K |
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: FBDC institutional holders, ACKY institutional holders.
Frequently asked questions
Do institutions hold both FBDC and ACKY?
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%.