MSBT vs CRAK overlap
5 institutions report holding both MSBT and CRAK.
MSBTCRAK
Pick 2 to 4 ETFs.
We don’t have holdings for MSBT. 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.
5
institutions report holding both, of 81 holding any
MSBT49.3% of its 13F dollars, 20.0% of its 25 holders
CRAK4.6% of its 13F dollars, 8.2% of its 61 holders
Largest institutions holding both
| Firm | MSBT | CRAK |
|---|---|---|
| Morgan Stanley | $43.3M | $47 |
| Citadel Advisors LLC | $443K | $2.2M |
| Simplex Trading, LLC | $6K | $612K |
| Steward Partners Investment Advisory, LLC | $2K | $516K |
| Allworth Financial LP | $8K | $50K |
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: MSBT institutional holders, CRAK institutional holders.
Frequently asked questions
Do institutions hold both MSBT and CRAK?
5 Form 13F filers report positions in both, out of 81 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%.