IMAY vs APRT overlap
10 institutions report holding both IMAY and APRT.
IMAYAPRT
Pick 2 to 4 ETFs.
We don’t have holdings for IMAY, APRT. 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.
10
institutions report holding both, of 76 holding any
IMAY28.9% of its 13F dollars, 19.2% of its 52 holders
APRT60.5% of its 13F dollars, 29.4% of its 34 holders
Largest institutions holding both
| Firm | IMAY | APRT |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.7M | $4.5M |
| LPL Financial LLC | $1.7M | $4.3M |
| Osaic Holdings, Inc. | $1.5M | $3.4M |
| Cetera Investment Advisers | $1.3M | $2.5M |
| Raymond James Financial Inc. | $1.6M | $1.8M |
| Susquehanna International Group, LLP | $383K | $2.2M |
| Centaurus Financial, Inc. | $400K | $1.6M |
| Main Street Financial Solutions, LLC | $461K | $687K |
| Kestra Advisory Services, LLC | $925K | $201K |
| Harbour Investments, Inc. | $329K | $270K |
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: IMAY institutional holders, APRT institutional holders.
Frequently asked questions
Do institutions hold both IMAY and APRT?
10 Form 13F filers report positions in both, out of 76 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%.