SARK vs GLWG overlap
7 institutions report holding both SARK and GLWG.
SARKGLWG
Pick 2 to 4 ETFs.
We don’t have holdings for SARK, GLWG. 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.
7
institutions report holding both, of 33 holding any
SARK65.2% of its 13F dollars, 36.8% of its 19 holders
GLWG17.3% of its 13F dollars, 33.3% of its 21 holders
Largest institutions holding both
| Firm | SARK | GLWG |
|---|---|---|
| Susquehanna International Group, LLP | $4.7M | $367K |
| Optiver Holding B.V. | $2.1M | $1.5M |
| Integrated Wealth Concepts LLC | $646K | $46K |
| Group One Trading LLC | $113K | $5K |
| Simplex Trading, LLC | $4K | $56K |
| UBS Group AG | $47K | $5K |
| Morgan Stanley | $33 | $452 |
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, GLWG institutional holders.
Frequently asked questions
Do institutions hold both SARK and GLWG?
7 Form 13F filers report positions in both, out of 33 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%.