GEVX vs CIEG overlap
3 institutions report holding both GEVX and CIEG.
GEVXCIEG
Pick 2 to 4 ETFs.
We don’t have holdings for GEVX, CIEG. 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.
3
institutions report holding both, of 10 holding any
GEVX94.7% of its 13F dollars, 50.0% of its 6 holders
CIEG31.2% of its 13F dollars, 42.9% of its 7 holders
Largest institutions holding both
| Firm | GEVX | CIEG |
|---|---|---|
| Optiver Holding B.V. | $1.3M | $252K |
| Susquehanna International Group, LLP | $411K | $374K |
| Hollencrest Capital Management | $116K | $239 |
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: GEVX institutional holders, CIEG institutional holders.
Frequently asked questions
Do institutions hold both GEVX and CIEG?
3 Form 13F filers report positions in both, out of 10 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%.