USSE vs SOFR overlap
0 institutions report holding both USSE and SOFR.
USSESOFR
Pick 2 to 4 ETFs.
We don’t have holdings for SOFR. 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 21 holding any
USSE0.0% of its 13F dollars, 0.0% of its 10 holders
SOFR0.0% of its 13F dollars, 0.0% of its 11 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: USSE institutional holders, SOFR institutional holders.
Frequently asked questions
Do institutions hold both USSE and SOFR?
0 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%.