UBOT vs CWVX overlap
2 institutions report holding both UBOT and CWVX.
UBOTCWVX
Pick 2 to 4 ETFs.
We don’t have holdings for CWVX. 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 20 holding any
UBOT29.6% of its 13F dollars, 20.0% of its 10 holders
CWVX11.7% of its 13F dollars, 16.7% of its 12 holders
Largest institutions holding both
| Firm | UBOT | CWVX |
|---|---|---|
| Susquehanna International Group, LLP | $1.5M | $589K |
| Morgan Stanley | $46 | $5K |
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: UBOT institutional holders, CWVX institutional holders.
Frequently asked questions
Do institutions hold both UBOT and CWVX?
2 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%.