NBFR vs CBOJ overlap
2 institutions report holding both NBFR and CBOJ.
NBFRCBOJ
Pick 2 to 4 ETFs.
We don’t have holdings for NBFR, CBOJ. 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 28 holding any
NBFR6.5% of its 13F dollars, 14.3% of its 14 holders
CBOJ54.4% of its 13F dollars, 12.5% of its 16 holders
Largest institutions holding both
| Firm | NBFR | CBOJ |
|---|---|---|
| Susquehanna International Group, LLP | $492K | $3.5M |
| Harbour Investments, Inc. | $19K | $847K |
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: NBFR institutional holders, CBOJ institutional holders.
Frequently asked questions
Do institutions hold both NBFR and CBOJ?
2 Form 13F filers report positions in both, out of 28 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%.