ETH vs COMT overlap
56 institutions report holding both ETH and COMT.
ETHCOMT
Pick 2 to 4 ETFs.
We don’t have holdings for ETH, COMT. 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.
56
institutions report holding both, of 367 holding any
ETH38.9% of its 13F dollars, 21.5% of its 261 holders
COMT22.9% of its 13F dollars, 34.6% of its 162 holders
Largest institutions holding both
| Firm | ETH | COMT |
|---|---|---|
| Morgan Stanley | $76.9M | $11.7M |
| Susquehanna International Group, LLP | $49.8M | $6.1M |
| Tradewinds Capital Management, LLC | $151 | $37.2M |
| Jane Street Group, LLC | $13.5M | $1.5M |
| Focus Partners Wealth | $919K | $6.8M |
| UBS Group AG | $4K | $6.8M |
| Qube Research & Technologies Ltd | $3.9M | $1.4M |
| LPL Financial LLC | $1.7M | $2.6M |
| Envestnet Asset Management Inc. | $1.0M | $2.5M |
| Compass Financial Management LLC | $2.9M | $8K |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $1.3M |
| Cetera Investment Advisers | $513K | $2.1M |
| NewEdge Advisors, LLC | $7K | $2.6M |
| Mariner, LLC | $1.7M | $365K |
| JPMorgan Chase & Co | $351K | $1.7M |
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: ETH institutional holders, COMT institutional holders.
Frequently asked questions
Do institutions hold both ETH and COMT?
56 Form 13F filers report positions in both, out of 367 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%.