WNTR vs BTCZ overlap
1 institutions report holding both WNTR and BTCZ.
WNTRBTCZ
Pick 2 to 4 ETFs.
We don’t have holdings for BTCZ. 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 16 holding any
WNTR0.9% of its 13F dollars, 14.3% of its 7 holders
BTCZ0.2% of its 13F dollars, 10.0% of its 10 holders
Largest institutions holding both
| Firm | WNTR | BTCZ |
|---|---|---|
| Simplex Trading, LLC | $22K | $5K |
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: WNTR institutional holders, BTCZ institutional holders.
Frequently asked questions
Do institutions hold both WNTR and BTCZ?
1 Form 13F filers report positions in both, out of 16 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%.