XTJA vs CBTO overlap
2 institutions report holding both XTJA and CBTO.
XTJACBTO
Pick 2 to 4 ETFs.
We don’t have holdings for XTJA, CBTO. 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.
2
institutions report holding both, of 29 holding any
XTJA7.0% of its 13F dollars, 10.5% of its 19 holders
CBTO31.8% of its 13F dollars, 16.7% of its 12 holders
Largest institutions holding both
| Firm | XTJA | CBTO |
|---|---|---|
| Susquehanna International Group, LLP | $242K | $1.5M |
| UBS Group AG | $87K | $22K |
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: XTJA institutional holders, CBTO institutional holders.
Frequently asked questions
Do institutions hold both XTJA and CBTO?
2 Form 13F filers report positions in both, out of 29 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%.