WCBR vs ISTM overlap
3 institutions report holding both WCBR and ISTM.
WCBRISTM
Pick 2 to 4 ETFs.
We don’t have holdings for ISTM. 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.
3
institutions report holding both, of 69 holding any
WCBR2.9% of its 13F dollars, 5.8% of its 52 holders
ISTM4.7% of its 13F dollars, 15.0% of its 20 holders
Largest institutions holding both
| Firm | WCBR | ISTM |
|---|---|---|
| Jane Street Group, LLC | $353K | $806K |
| Osaic Holdings, Inc. | $210K | $18K |
| Parallel Advisors, LLC | $36K | $88K |
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: WCBR institutional holders, ISTM institutional holders.
Frequently asked questions
Do institutions hold both WCBR and ISTM?
3 Form 13F filers report positions in both, out of 69 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%.