WOMN vs CVRT overlap
3 institutions report holding both WOMN and CVRT.
WOMNCVRT
Pick 2 to 4 ETFs.
We don’t have holdings for CVRT. 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 53 holding any
WOMN8.1% of its 13F dollars, 7.9% of its 38 holders
CVRT16.4% of its 13F dollars, 16.7% of its 18 holders
Largest institutions holding both
| Firm | WOMN | CVRT |
|---|---|---|
| Osaic Holdings, Inc. | $23K | $1.4M |
| Kestra Advisory Services, LLC | $630K | $632K |
| LPL Financial LLC | $440K | $207K |
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, CVRT institutional holders.
Frequently asked questions
Do institutions hold both WOMN and CVRT?
3 Form 13F filers report positions in both, out of 53 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%.