YCLO vs MTGP overlap
1 institutions report holding both YCLO and MTGP.
YCLOMTGP
Pick 2 to 4 ETFs.
We don’t have holdings for YCLO. 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 53 holding any
YCLO9.1% of its 13F dollars, 11.1% of its 9 holders
MTGP0.3% of its 13F dollars, 2.2% of its 45 holders
Largest institutions holding both
| Firm | YCLO | MTGP |
|---|---|---|
| JPMorgan Chase & Co | $5.0M | $185K |
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: YCLO institutional holders, MTGP institutional holders.
Frequently asked questions
Do institutions hold both YCLO and MTGP?
1 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%.