SWP vs CALI overlap
2 institutions report holding both SWP and CALI.
SWPCALI
Pick 2 to 4 ETFs.
We don’t have holdings for CALI. 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.
2
institutions report holding both, of 110 holding any
SWP86.5% of its 13F dollars, 40.0% of its 5 holders
CALI0.4% of its 13F dollars, 1.9% of its 107 holders
Largest institutions holding both
| Firm | SWP | CALI |
|---|---|---|
| Strategic Wealth Partners, Ltd. | $141.7M | $50K |
| UBS Group AG | $33K | $657K |
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: SWP institutional holders, CALI institutional holders.
Frequently asked questions
Do institutions hold both SWP and CALI?
2 Form 13F filers report positions in both, out of 110 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%.