MAGX vs CRCA overlap
2 institutions report holding both MAGX and CRCA.
MAGXCRCA
Pick 2 to 4 ETFs.
We don’t have holdings for CRCA. 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
MAGX8.0% of its 13F dollars, 16.7% of its 12 holders
CRCA1.9% of its 13F dollars, 33.3% of its 6 holders
Largest institutions holding both
| Firm | MAGX | CRCA |
|---|---|---|
| Simplex Trading, LLC | $167K | $8K |
| UBS Group AG | $3K | $33K |
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: MAGX institutional holders, CRCA institutional holders.
Frequently asked questions
Do institutions hold both MAGX and CRCA?
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%.