PBOG vs CAOS overlap
1 institutions report holding both PBOG and CAOS.
PBOGCAOS
Pick 2 to 4 ETFs.
We don’t have holdings for PBOG, CAOS. 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 77 holding any
PBOG2.2% of its 13F dollars, 9.1% of its 11 holders
CAOS0.3% of its 13F dollars, 1.5% of its 67 holders
Largest institutions holding both
| Firm | PBOG | CAOS |
|---|---|---|
| Citadel Advisors LLC | $10.1M | $1.3M |
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: PBOG institutional holders, CAOS institutional holders.
Frequently asked questions
Do institutions hold both PBOG and CAOS?
1 Form 13F filers report positions in both, out of 77 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%.