SLNZ vs CEMB overlap
7 institutions report holding both SLNZ and CEMB.
SLNZCEMB
Pick 2 to 4 ETFs.
We don’t have holdings for SLNZ. 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 108 holding any
SLNZ2.3% of its 13F dollars, 58.3% of its 12 holders
CEMB13.9% of its 13F dollars, 6.8% of its 103 holders
Largest institutions holding both
| Firm | SLNZ | CEMB |
|---|---|---|
| UBS Group AG | $16K | $12.2M |
| LPL Financial LLC | $358K | $6.5M |
| Susquehanna International Group, LLP | $899K | $3.1M |
| Morgan Stanley | $3K | $3.5M |
| Osaic Holdings, Inc. | $2.8M | $282K |
| Royal Bank of Canada | $400K | $2.3M |
| Principal Securities, Inc. | $210K | $543K |
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: SLNZ institutional holders, CEMB institutional holders.
Frequently asked questions
Do institutions hold both SLNZ and CEMB?
7 Form 13F filers report positions in both, out of 108 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%.