RETL vs CORD overlap
6 institutions report holding both RETL and CORD.
RETLCORD
Pick 2 to 4 ETFs.
We don’t have holdings for CORD. 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.
6
institutions report holding both, of 16 holding any
RETL78.6% of its 13F dollars, 66.7% of its 9 holders
CORD57.5% of its 13F dollars, 46.1% of its 13 holders
Largest institutions holding both
| Firm | RETL | CORD |
|---|---|---|
| Susquehanna International Group, LLP | $2.8M | $2.2M |
| GTS Securities LLC | $977K | $838K |
| Goldman Sachs Group Inc. | $700K | $173K |
| Two Sigma Securities, LLC | $145K | $214K |
| Jane Street Group, LLC | $175K | $102K |
| UBS Group AG | $36 | $2K |
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: RETL institutional holders, CORD institutional holders.
Frequently asked questions
Do institutions hold both RETL and CORD?
6 Form 13F filers report positions in both, out of 16 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%.