UXAP vs CBXO overlap
1 institutions report holding both UXAP and CBXO.
UXAPCBXO
Pick 2 to 4 ETFs.
We don’t have holdings for UXAP, CBXO. 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.
1
institutions report holding both, of 14 holding any
UXAP17.0% of its 13F dollars, 16.7% of its 6 holders
CBXO53.0% of its 13F dollars, 11.1% of its 9 holders
Largest institutions holding both
| Firm | UXAP | CBXO |
|---|---|---|
| Susquehanna International Group, LLP | $1000K | $3.1M |
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: UXAP institutional holders, CBXO institutional holders.
Frequently asked questions
Do institutions hold both UXAP and CBXO?
1 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%.