SNXX vs CAIE overlap
8 institutions report holding both SNXX and CAIE.
SNXXCAIE
Pick 2 to 4 ETFs.
We don’t have holdings for SNXX. 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.
8
institutions report holding both, of 192 holding any
SNXX70.7% of its 13F dollars, 26.7% of its 30 holders
CAIE1.9% of its 13F dollars, 4.7% of its 170 holders
Largest institutions holding both
| Firm | SNXX | CAIE |
|---|---|---|
| Morgan Stanley | $155.1M | $272 |
| Jane Street Group, LLC | $26.1M | $533K |
| UBS Group AG | $21.2M | $8K |
| JPMorgan Chase & Co | $5.1M | $2.4M |
| Independent Financial Group, LLC | $983K | $4.8M |
| HRT Financial LP | $3.1M | $700K |
| Osaic Holdings, Inc. | $105K | $2.9M |
| Harbour Investments, Inc. | $33K | $32K |
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: SNXX institutional holders, CAIE institutional holders.
Frequently asked questions
Do institutions hold both SNXX and CAIE?
8 Form 13F filers report positions in both, out of 192 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%.