EMMY vs ALDB overlap
1 institutions report holding both EMMY and ALDB.
EMMYALDB
Pick 2 to 4 ETFs.
We don’t have holdings for EMMY. 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 5 holding any
EMMY28.8% of its 13F dollars, 33.3% of its 3 holders
ALDB75.5% of its 13F dollars, 33.3% of its 3 holders
Largest institutions holding both
| Firm | EMMY | ALDB |
|---|---|---|
| Old Mission Capital LLC | $239K | $746K |
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: EMMY institutional holders, ALDB institutional holders.
Frequently asked questions
Do institutions hold both EMMY and ALDB?
1 Form 13F filers report positions in both, out of 5 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%.