XYZY vs CAGE overlap
1 institutions report holding both XYZY and CAGE.
XYZYCAGE
Pick 2 to 4 ETFs.
We don’t have holdings for CAGE. 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 48 holding any
XYZY1.9% of its 13F dollars, 10.0% of its 10 holders
CAGE1.2% of its 13F dollars, 2.6% of its 39 holders
Largest institutions holding both
| Firm | XYZY | CAGE |
|---|---|---|
| Old Mission Capital LLC | $458K | $286K |
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: XYZY institutional holders, CAGE institutional holders.
Frequently asked questions
Do institutions hold both XYZY and CAGE?
1 Form 13F filers report positions in both, out of 48 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%.