GVLE vs CANQ overlap
2 institutions report holding both GVLE and CANQ.
GVLECANQ
Pick 2 to 4 ETFs.
We don’t have holdings for CANQ. 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.
2
institutions report holding both, of 16 holding any
GVLE62.6% of its 13F dollars, 33.3% of its 6 holders
CANQ4.3% of its 13F dollars, 16.7% of its 12 holders
Largest institutions holding both
| Firm | GVLE | CANQ |
|---|---|---|
| Goldman Sachs Group Inc. | $7.3M | $449K |
| Osaic Holdings, Inc. | $149K | $73K |
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: GVLE institutional holders, CANQ institutional holders.
Frequently asked questions
Do institutions hold both GVLE and CANQ?
2 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%.