YCL vs WANT overlap
3 institutions report holding both YCL and WANT.
YCLWANT
Pick 2 to 4 ETFs.
We don’t have holdings for YCL. 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 10 holding any
YCL88.4% of its 13F dollars, 50.0% of its 6 holders
WANT62.4% of its 13F dollars, 42.9% of its 7 holders
Largest institutions holding both
| Firm | YCL | WANT |
|---|---|---|
| Susquehanna International Group, LLP | $480K | $302K |
| Citadel Advisors LLC | $336K | $259K |
| Morgan Stanley | $2K | $83 |
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: YCL institutional holders, WANT institutional holders.
Frequently asked questions
Do institutions hold both YCL and WANT?
3 Form 13F filers report positions in both, out of 10 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%.