TFJL vs CBTO overlap
3 institutions report holding both TFJL and CBTO.
TFJLCBTO
Pick 2 to 4 ETFs.
We don’t have holdings for TFJL, CBTO. 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 20 holding any
TFJL48.7% of its 13F dollars, 27.3% of its 11 holders
CBTO33.5% of its 13F dollars, 25.0% of its 12 holders
Largest institutions holding both
| Firm | TFJL | CBTO |
|---|---|---|
| Susquehanna International Group, LLP | $2.1M | $1.5M |
| Harbour Investments, Inc. | $211K | $84K |
| UBS Group AG | $48K | $22K |
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: TFJL institutional holders, CBTO institutional holders.
Frequently asked questions
Do institutions hold both TFJL and CBTO?
3 Form 13F filers report positions in both, out of 20 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%.