OZEM vs ONEH overlap
1 institutions report holding both OZEM and ONEH.
OZEMONEH
Pick 2 to 4 ETFs.
We don’t have holdings for ONEH. 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 40 holding any
OZEM4.0% of its 13F dollars, 4.3% of its 23 holders
ONEH0.1% of its 13F dollars, 5.6% of its 18 holders
Largest institutions holding both
| Firm | OZEM | ONEH |
|---|---|---|
| UBS Group AG | $392K | $7K |
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: OZEM institutional holders, ONEH institutional holders.
Frequently asked questions
Do institutions hold both OZEM and ONEH?
1 Form 13F filers report positions in both, out of 40 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%.