UPW vs CRCG overlap
2 institutions report holding both UPW and CRCG.
UPWCRCG
Pick 2 to 4 ETFs.
We don’t have holdings for CRCG. 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 18 holding any
UPW5.4% of its 13F dollars, 16.7% of its 12 holders
CRCG11.8% of its 13F dollars, 25.0% of its 8 holders
Largest institutions holding both
| Firm | UPW | CRCG |
|---|---|---|
| StoneX Group Inc. | $242K | $510K |
| Morgan Stanley | $27 | $43K |
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: UPW institutional holders, CRCG institutional holders.
Frequently asked questions
Do institutions hold both UPW and CRCG?
2 Form 13F filers report positions in both, out of 18 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%.