SBIL vs CGCB overlap
3 institutions report holding both SBIL and CGCB.
SBILCGCB
Pick 2 to 4 ETFs.
We don’t have holdings for SBIL. 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.
3
institutions report holding both, of 265 holding any
SBIL0.1% of its 13F dollars, 42.9% of its 7 holders
CGCB1.2% of its 13F dollars, 1.1% of its 261 holders
Largest institutions holding both
| Firm | SBIL | CGCB |
|---|---|---|
| Royal Bank of Canada | $19K | $49.1M |
| Citadel Advisors LLC | $2.7M | $5.9M |
| JPMorgan Chase & Co | $27K | $3.9M |
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: SBIL institutional holders, CGCB institutional holders.
Frequently asked questions
Do institutions hold both SBIL and CGCB?
3 Form 13F filers report positions in both, out of 265 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%.