HODL vs ETH overlap
52 institutions report holding both HODL and ETH.
HODLETH
Pick 2 to 4 ETFs.
We don’t have holdings for HODL, ETH. 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.
52
institutions report holding both, of 337 holding any
HODL14.8% of its 13F dollars, 40.6% of its 128 holders
ETH40.2% of its 13F dollars, 19.9% of its 261 holders
Largest institutions holding both
| Firm | HODL | ETH |
|---|---|---|
| Morgan Stanley | $3K | $76.9M |
| Susquehanna International Group, LLP | $4.3M | $49.8M |
| Tidal Investments LLC | $36.4M | $7.7M |
| Jane Street Group, LLC | $12.2M | $13.5M |
| Northwestern Mutual Wealth Management Co | $6.2M | $13K |
| Qube Research & Technologies Ltd | $2.0M | $3.9M |
| Meitav Investment House Ltd. | $3.7M | $669K |
| Steward Partners Investment Advisory, LLC | $4.1M | $11K |
| Compass Financial Management LLC | $176K | $2.9M |
| Cambridge Investment Research Advisors, Inc. | $546K | $1.6M |
| Betterment LLC | $291K | $1.8M |
| MML Investors Services, LLC | $814K | $1.1M |
| Axxcess Wealth Management, LLC | $1.4M | $209K |
| HighTower Advisors, LLC | $533K | $1.1M |
| Commonwealth Equity Services, LLC | $816K | $556K |
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: HODL institutional holders, ETH institutional holders.
Frequently asked questions
Do institutions hold both HODL and ETH?
52 Form 13F filers report positions in both, out of 337 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%.