STXX vs CBRX overlap
1 institutions report holding both STXX and CBRX.
STXXCBRX
Pick 2 to 4 ETFs.
We don’t have holdings for STXX, CBRX. 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 7 holding any
STXX1.6% of its 13F dollars, 33.3% of its 3 holders
CBRX0.2% of its 13F dollars, 20.0% of its 5 holders
Largest institutions holding both
| Firm | STXX | CBRX |
|---|---|---|
| Simplex Trading, LLC | $21K | $2K |
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: STXX institutional holders, CBRX institutional holders.
Frequently asked questions
Do institutions hold both STXX and CBRX?
1 Form 13F filers report positions in both, out of 7 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%.