GRN vs EFRA overlap
1 institutions report holding both GRN and EFRA.
GRNEFRA
Pick 2 to 4 ETFs.
We don’t have holdings for GRN. 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 16 holding any
GRN1.2% of its 13F dollars, 16.7% of its 6 holders
EFRA0.0% of its 13F dollars, 9.1% of its 11 holders
Largest institutions holding both
| Firm | GRN | EFRA |
|---|---|---|
| Morgan Stanley | $32K | $39 |
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: GRN institutional holders, EFRA institutional holders.
Frequently asked questions
Do institutions hold both GRN and EFRA?
1 Form 13F filers report positions in both, out of 16 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%.