ZCBC vs BSTV overlap
1 institutions report holding both ZCBC and BSTV.
ZCBCBSTV
Pick 2 to 4 ETFs.
We don’t have holdings for BSTV. 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 1 holding any
ZCBC100.0% of its 13F dollars, 100.0% of its 1 holders
BSTV100.0% of its 13F dollars, 100.0% of its 1 holders
Largest institutions holding both
| Firm | ZCBC | BSTV |
|---|---|---|
| Citadel Advisors LLC | $462K | $450K |
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: ZCBC institutional holders, BSTV institutional holders.
Frequently asked questions
Do institutions hold both ZCBC and BSTV?
1 Form 13F filers report positions in both, out of 1 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%.