YCLO vs OWNS overlap
1 institutions report holding both YCLO and OWNS.
YCLOOWNS
Pick 2 to 4 ETFs.
We don’t have holdings for YCLO, OWNS. 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 36 holding any
YCLO0.0% of its 13F dollars, 11.1% of its 9 holders
OWNS0.2% of its 13F dollars, 3.6% of its 28 holders
Largest institutions holding both
| Firm | YCLO | OWNS |
|---|---|---|
| Royal Bank of Canada | $5K | $106K |
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, OWNS institutional holders.
Frequently asked questions
Do institutions hold both YCLO and OWNS?
1 Form 13F filers report positions in both, out of 36 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%.