FSOL vs CANE overlap
4 institutions report holding both FSOL and CANE.
FSOLCANE
Pick 2 to 4 ETFs.
We don’t have holdings for FSOL, CANE. 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.
4
institutions report holding both, of 34 holding any
FSOL7.5% of its 13F dollars, 22.2% of its 18 holders
CANE4.9% of its 13F dollars, 20.0% of its 20 holders
Largest institutions holding both
| Firm | FSOL | CANE |
|---|---|---|
| Morgan Stanley | $2.3M | $979 |
| Simplex Trading, LLC | $54K | $1.7M |
| Flow Traders U.S. LLC | $544K | $167K |
| Farther Finance Advisors, LLC | $1K | $2K |
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: FSOL institutional holders, CANE institutional holders.
Frequently asked questions
Do institutions hold both FSOL and CANE?
4 Form 13F filers report positions in both, out of 34 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%.