YMAX vs KOLD overlap
3 institutions report holding both YMAX and KOLD.
YMAXKOLD
Pick 2 to 4 ETFs.
We don’t have holdings for KOLD. 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 58 holding any
YMAX7.0% of its 13F dollars, 6.3% of its 48 holders
KOLD53.2% of its 13F dollars, 23.1% of its 13 holders
Largest institutions holding both
| Firm | YMAX | KOLD |
|---|---|---|
| Jane Street Group, LLC | $254K | $2.7M |
| HRT Financial LP | $439K | $1.1M |
| Morgan Stanley | $78 | $1.5M |
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: YMAX institutional holders, KOLD institutional holders.
Frequently asked questions
Do institutions hold both YMAX and KOLD?
3 Form 13F filers report positions in both, out of 58 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%.