GSWO vs CANC overlap
5 institutions report holding both GSWO and CANC.
GSWOCANC
Pick 2 to 4 ETFs.
We don’t have holdings for GSWO. 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.
5
institutions report holding both, of 47 holding any
GSWO36.8% of its 13F dollars, 13.5% of its 37 holders
CANC34.2% of its 13F dollars, 33.3% of its 15 holders
Largest institutions holding both
| Firm | GSWO | CANC |
|---|---|---|
| LPL Financial LLC | $2.2M | $5.7M |
| Jane Street Group, LLC | $4.4M | $1.1M |
| Royal Bank of Canada | $702K | $324K |
| Osaic Holdings, Inc. | $221K | $15K |
| Integrated Wealth Concepts LLC | $20K | $3K |
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: GSWO institutional holders, CANC institutional holders.
Frequently asked questions
Do institutions hold both GSWO and CANC?
5 Form 13F filers report positions in both, out of 47 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%.