UNHG vs GOOX overlap
2 institutions report holding both UNHG and GOOX.
UNHGGOOX
Pick 2 to 4 ETFs.
We don’t have holdings for UNHG, GOOX. 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 14 holding any
UNHG45.9% of its 13F dollars, 20.0% of its 10 holders
GOOX59.1% of its 13F dollars, 33.3% of its 6 holders
Largest institutions holding both
| Firm | UNHG | GOOX |
|---|---|---|
| Goldman Sachs Group Inc. | $883K | $2.2M |
| Optiver Holding B.V. | $877K | $79K |
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: UNHG institutional holders, GOOX institutional holders.
Frequently asked questions
Do institutions hold both UNHG and GOOX?
2 Form 13F filers report positions in both, out of 14 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%.