FUSI vs CLCG overlap
1 institutions report holding both FUSI and CLCG.
FUSICLCG
Pick 2 to 4 ETFs.
We don’t have holdings for CLCG. 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.
1
institutions report holding both, of 15 holding any
FUSI0.4% of its 13F dollars, 16.7% of its 6 holders
CLCG0.7% of its 13F dollars, 10.0% of its 10 holders
Largest institutions holding both
| Firm | FUSI | CLCG |
|---|---|---|
| Osaic Holdings, Inc. | $64K | $120K |
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: FUSI institutional holders, CLCG institutional holders.
Frequently asked questions
Do institutions hold both FUSI and CLCG?
1 Form 13F filers report positions in both, out of 15 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%.