IDYN vs FINT overlap
3 institutions report holding both IDYN and FINT.
IDYNFINT
Pick 2 to 4 ETFs.
We don’t have holdings for IDYN. 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.
3
institutions report holding both, of 25 holding any
IDYN3.1% of its 13F dollars, 25.0% of its 12 holders
FINT21.8% of its 13F dollars, 18.8% of its 16 holders
Largest institutions holding both
| Firm | IDYN | FINT |
|---|---|---|
| Envestnet Asset Management Inc. | $728K | $21.8M |
| Goldman Sachs Group Inc. | $2.1M | $228K |
| Osaic Holdings, Inc. | $311K | $36K |
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: IDYN institutional holders, FINT institutional holders.
Frequently asked questions
Do institutions hold both IDYN and FINT?
3 Form 13F filers report positions in both, out of 25 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%.