YCS vs RETL overlap
4 institutions report holding both YCS and RETL.
YCSRETL
Pick 2 to 4 ETFs.
We don’t have holdings for YCS. 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.
4
institutions report holding both, of 12 holding any
YCS36.0% of its 13F dollars, 57.1% of its 7 holders
RETL55.0% of its 13F dollars, 44.4% of its 9 holders
Largest institutions holding both
| Firm | YCS | RETL |
|---|---|---|
| Susquehanna International Group, LLP | $567K | $2.8M |
| Citadel Advisors LLC | $1.3M | $386K |
| Jane Street Group, LLC | $276K | $175K |
| Morgan Stanley | $11K | $22 |
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: YCS institutional holders, RETL institutional holders.
Frequently asked questions
Do institutions hold both YCS and RETL?
4 Form 13F filers report positions in both, out of 12 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%.