WOMN vs CCEF overlap
4 institutions report holding both WOMN and CCEF.
WOMNCCEF
Pick 2 to 4 ETFs.
We don’t have holdings for CCEF. 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.
4
institutions report holding both, of 58 holding any
WOMN9.1% of its 13F dollars, 10.5% of its 38 holders
CCEF24.1% of its 13F dollars, 16.7% of its 24 holders
Largest institutions holding both
| Firm | WOMN | CCEF |
|---|---|---|
| Commonwealth Equity Services, LLC | $530K | $1.5M |
| Susquehanna International Group, LLP | $442K | $680K |
| Osaic Holdings, Inc. | $23K | $726K |
| Cetera Investment Advisers | $240K | $401K |
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: WOMN institutional holders, CCEF institutional holders.
Frequently asked questions
Do institutions hold both WOMN and CCEF?
4 Form 13F filers report positions in both, out of 58 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%.