TXNU vs BEG overlap
1 institutions report holding both TXNU and BEG.
TXNUBEG
Pick 2 to 4 ETFs.
We don’t have holdings for BEG. 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 13 holding any
TXNU4.9% of its 13F dollars, 33.3% of its 3 holders
BEG15.4% of its 13F dollars, 9.1% of its 11 holders
Largest institutions holding both
| Firm | TXNU | BEG |
|---|---|---|
| Optiver Holding B.V. | $170K | $530K |
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: TXNU institutional holders, BEG institutional holders.
Frequently asked questions
Do institutions hold both TXNU and BEG?
1 Form 13F filers report positions in both, out of 13 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%.