METW vs CBRG overlap
1 institutions report holding both METW and CBRG.
METWCBRG
Pick 2 to 4 ETFs.
We don’t have holdings for CBRG. 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.
1
institutions report holding both, of 12 holding any
METW0.1% of its 13F dollars, 20.0% of its 5 holders
CBRG0.0% of its 13F dollars, 12.5% of its 8 holders
Largest institutions holding both
| Firm | METW | CBRG |
|---|---|---|
| Group One Trading LLC | $17K | $4K |
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: METW institutional holders, CBRG institutional holders.
Frequently asked questions
Do institutions hold both METW and CBRG?
1 Form 13F filers report positions in both, out of 12 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%.