TRIO vs RFG overlap
1 institutions report holding both TRIO and RFG.
TRIORFG
Pick 2 to 4 ETFs.
We don’t have holdings for TRIO. 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 121 holding any
TRIO0.0% of its 13F dollars, 20.0% of its 5 holders
RFG1.9% of its 13F dollars, 0.8% of its 117 holders
Largest institutions holding both
| Firm | TRIO | RFG |
|---|---|---|
| UBS Group AG | $22K | $2.4M |
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: TRIO institutional holders, RFG institutional holders.
Frequently asked questions
Do institutions hold both TRIO and RFG?
1 Form 13F filers report positions in both, out of 121 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%.