FENY vs ATMP overlap
16 institutions report holding both FENY and ATMP.
FENYATMP
Pick 2 to 4 ETFs.
We don’t have holdings for ATMP. 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.
16
institutions report holding both, of 270 holding any
FENY4.8% of its 13F dollars, 6.5% of its 248 holders
ATMP2.7% of its 13F dollars, 42.1% of its 38 holders
Largest institutions holding both
| Firm | FENY | ATMP |
|---|---|---|
| Morgan Stanley | $8.1M | $1.2M |
| Wells Fargo & Company | $7.2M | $550K |
| Savant Capital, LLC | $401K | $5.9M |
| UBS Group AG | $3.0M | $1.3M |
| Orion Porfolio Solutions, LLC | $242K | $2.6M |
| Susquehanna International Group, LLP | $1.4M | $1.3M |
| Mariner, LLC | $2.0M | $241K |
| Raymond James Financial Inc. | $1.9M | $201K |
| Royal Bank of Canada | $1.7M | $57K |
| AQR Capital Management LLC | $463K | $598K |
| Wealth Enhancement Advisory Services, LLC | $708K | $332K |
| MAI Capital Management | $472K | $534K |
| Equitable Holdings, Inc. | $298K | $467K |
| Captrust Financial Advisors | $457K | $304K |
| Rockefeller Capital Management L.P. | $30K | $702K |
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: FENY institutional holders, ATMP institutional holders.
Frequently asked questions
Do institutions hold both FENY and ATMP?
16 Form 13F filers report positions in both, out of 270 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%.