SHNY vs ORCU overlap
1 institutions report holding both SHNY and ORCU.
SHNYORCU
Pick 2 to 4 ETFs.
We don’t have holdings for SHNY. 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 13 holding any
SHNY76.0% of its 13F dollars, 14.3% of its 7 holders
ORCU0.1% of its 13F dollars, 14.3% of its 7 holders
Largest institutions holding both
| Firm | SHNY | ORCU |
|---|---|---|
| Larson Financial Group LLC | $2.0M | $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: SHNY institutional holders, ORCU institutional holders.
Frequently asked questions
Do institutions hold both SHNY and ORCU?
1 Form 13F filers report positions in both, out of 13 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%.