TERG vs GEVX overlap
3 institutions report holding both TERG and GEVX.
TERGGEVX
Pick 2 to 4 ETFs.
We don’t have holdings for TERG, GEVX. 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 11 holding any
TERG39.3% of its 13F dollars, 37.5% of its 8 holders
GEVX74.5% of its 13F dollars, 50.0% of its 6 holders
Largest institutions holding both
| Firm | TERG | GEVX |
|---|---|---|
| Optiver Holding B.V. | $739K | $1.3M |
| Hollencrest Capital Management | $794 | $116K |
| Group One Trading LLC | $16K | $17K |
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: TERG institutional holders, GEVX institutional holders.
Frequently asked questions
Do institutions hold both TERG and GEVX?
3 Form 13F filers report positions in both, out of 11 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%.