RSIT vs CAAA overlap
1 institutions report holding both RSIT and CAAA.
RSITCAAA
Pick 2 to 4 ETFs.
We don’t have holdings for RSIT. 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 26 holding any
RSIT18.5% of its 13F dollars, 16.7% of its 6 holders
CAAA0.9% of its 13F dollars, 4.8% of its 21 holders
Largest institutions holding both
| Firm | RSIT | CAAA |
|---|---|---|
| Jane Street Group, LLC | $6.0M | $302K |
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: RSIT institutional holders, CAAA institutional holders.
Frequently asked questions
Do institutions hold both RSIT and CAAA?
1 Form 13F filers report positions in both, out of 26 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%.