SOXY vs GLL overlap
3 institutions report holding both SOXY and GLL.
SOXYGLL
Pick 2 to 4 ETFs.
We don’t have holdings for GLL. 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 26 holding any
SOXY2.8% of its 13F dollars, 25.0% of its 12 holders
GLL24.5% of its 13F dollars, 17.6% of its 17 holders
Largest institutions holding both
| Firm | SOXY | GLL |
|---|---|---|
| Simplex Trading, LLC | $73K | $5.2M |
| Susquehanna International Group, LLP | $627K | $201K |
| Morgan Stanley | $124 | $465K |
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: SOXY institutional holders, GLL institutional holders.
Frequently asked questions
Do institutions hold both SOXY and GLL?
3 Form 13F filers report positions in both, out of 26 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%.