VIXY vs CFIT overlap
2 institutions report holding both VIXY and CFIT.
VIXYCFIT
Pick 2 to 4 ETFs.
We don’t have holdings for VIXY. 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 55 holding any
VIXY5.3% of its 13F dollars, 4.2% of its 48 holders
CFIT0.2% of its 13F dollars, 22.2% of its 9 holders
Largest institutions holding both
| Firm | VIXY | CFIT |
|---|---|---|
| UBS Group AG | $1.5M | $42K |
| Steward Partners Investment Advisory, LLC | $4K | $2K |
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: VIXY institutional holders, CFIT institutional holders.
Frequently asked questions
Do institutions hold both VIXY and CFIT?
2 Form 13F filers report positions in both, out of 55 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%.