SARK vs CBRG overlap
4 institutions report holding both SARK and CBRG.
SARKCBRG
Pick 2 to 4 ETFs.
We don’t have holdings for SARK, CBRG. 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.
4
institutions report holding both, of 23 holding any
SARK59.3% of its 13F dollars, 21.1% of its 19 holders
CBRG95.0% of its 13F dollars, 50.0% of its 8 holders
Largest institutions holding both
| Firm | SARK | CBRG |
|---|---|---|
| Morgan Stanley | $33 | $8.8M |
| Susquehanna International Group, LLP | $4.7M | $471K |
| Optiver Holding B.V. | $2.1M | $1.9M |
| Group One Trading LLC | $113K | $4K |
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: SARK institutional holders, CBRG institutional holders.
Frequently asked questions
Do institutions hold both SARK and CBRG?
4 Form 13F filers report positions in both, out of 23 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%.