WEBL vs AVS overlap
3 institutions report holding both WEBL and AVS.
WEBLAVS
Pick 2 to 4 ETFs.
We don’t have holdings for AVS. 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 18 holding any
WEBL37.1% of its 13F dollars, 27.3% of its 11 holders
AVS24.9% of its 13F dollars, 30.0% of its 10 holders
Largest institutions holding both
| Firm | WEBL | AVS |
|---|---|---|
| Susquehanna International Group, LLP | $440K | $1.1M |
| Goldman Sachs Group Inc. | $1.2M | $294K |
| SBI Securities Co., Ltd. | $519K | $110 |
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: WEBL institutional holders, AVS institutional holders.
Frequently asked questions
Do institutions hold both WEBL and AVS?
3 Form 13F filers report positions in both, out of 18 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%.