UBRL vs AALG overlap
0 institutions report holding both UBRL and AALG.
UBRLAALG
Pick 2 to 4 ETFs.
We don’t have holdings for AALG. 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.
0
institutions report holding both, of 11 holding any
UBRL0.0% of its 13F dollars, 0.0% of its 8 holders
AALG0.0% of its 13F dollars, 0.0% of its 3 holders
Largest institutions holding both
No 13F filer reports holding both.
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: UBRL institutional holders, AALG institutional holders.
Frequently asked questions
Do institutions hold both UBRL and AALG?
0 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%.