ZIG vs SOLZ overlap
1 institutions report holding both ZIG and SOLZ.
ZIGSOLZ
Pick 2 to 4 ETFs.
We don’t have holdings for SOLZ. 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 43 holding any
ZIG5.9% of its 13F dollars, 9.1% of its 11 holders
SOLZ2.5% of its 13F dollars, 3.0% of its 33 holders
Largest institutions holding both
| Firm | ZIG | SOLZ |
|---|---|---|
| Citadel Advisors LLC | $390K | $168K |
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: ZIG institutional holders, SOLZ institutional holders.
Frequently asked questions
Do institutions hold both ZIG and SOLZ?
1 Form 13F filers report positions in both, out of 43 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%.