KBFR vs CBTL overlap
2 institutions report holding both KBFR and CBTL.
KBFRCBTL
Pick 2 to 4 ETFs.
We don’t have holdings for KBFR, CBTL. 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 13 holding any
KBFR43.4% of its 13F dollars, 25.0% of its 8 holders
CBTL72.7% of its 13F dollars, 28.6% of its 7 holders
Largest institutions holding both
| Firm | KBFR | CBTL |
|---|---|---|
| Susquehanna International Group, LLP | $737K | $2.6M |
| Winnacle Wealth LLC | $1.1M | $227K |
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: KBFR institutional holders, CBTL institutional holders.
Frequently asked questions
Do institutions hold both KBFR and CBTL?
2 Form 13F filers report positions in both, out of 13 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%.