URE vs GEVG overlap
2 institutions report holding both URE and GEVG.
UREGEVG
Pick 2 to 4 ETFs.
We don’t have holdings for GEVG. 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 21 holding any
URE17.5% of its 13F dollars, 15.4% of its 13 holders
GEVG61.0% of its 13F dollars, 20.0% of its 10 holders
Largest institutions holding both
| Firm | URE | GEVG |
|---|---|---|
| Susquehanna International Group, LLP | $256K | $1.7M |
| Jane Street Group, LLC | $296K | $258K |
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: URE institutional holders, GEVG institutional holders.
Frequently asked questions
Do institutions hold both URE and GEVG?
2 Form 13F filers report positions in both, out of 21 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%.