PAWZ vs LIAM overlap
2 institutions report holding both PAWZ and LIAM.
PAWZLIAM
Pick 2 to 4 ETFs.
We don’t have holdings for LIAM. 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 35 holding any
PAWZ18.0% of its 13F dollars, 6.1% of its 33 holders
LIAM57.1% of its 13F dollars, 50.0% of its 4 holders
Largest institutions holding both
| Firm | PAWZ | LIAM |
|---|---|---|
| Susquehanna International Group, LLP | $860K | $2.8M |
| UBS Group AG | $29K | $30K |
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: PAWZ institutional holders, LIAM institutional holders.
Frequently asked questions
Do institutions hold both PAWZ and LIAM?
2 Form 13F filers report positions in both, out of 35 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%.