LOCT vs CBXA overlap
4 institutions report holding both LOCT and CBXA.
LOCTCBXA
Pick 2 to 4 ETFs.
We don’t have holdings for LOCT, CBXA. 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.
4
institutions report holding both, of 18 holding any
LOCT31.4% of its 13F dollars, 28.6% of its 14 holders
CBXA72.6% of its 13F dollars, 50.0% of its 8 holders
Largest institutions holding both
| Firm | LOCT | CBXA |
|---|---|---|
| Susquehanna International Group, LLP | $1.3M | $3.1M |
| Old Mission Capital LLC | $270K | $262K |
| IFP Advisors, Inc | $7K | $97K |
| UBS Group AG | $9K | $104 |
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: LOCT institutional holders, CBXA institutional holders.
Frequently asked questions
Do institutions hold both LOCT and CBXA?
4 Form 13F filers report positions in both, out of 18 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%.