IMF vs FFLG overlap
2 institutions report holding both IMF and FFLG.
IMFFFLG
Pick 2 to 4 ETFs.
We don’t have holdings for IMF. 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.
2
institutions report holding both, of 68 holding any
IMF0.1% of its 13F dollars, 33.3% of its 6 holders
FFLG2.0% of its 13F dollars, 3.1% of its 64 holders
Largest institutions holding both
| Firm | IMF | FFLG |
|---|---|---|
| JPMorgan Chase & Co | $608 | $5.4M |
| Jane Street Group, LLC | $258K | $575K |
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: IMF institutional holders, FFLG institutional holders.
Frequently asked questions
Do institutions hold both IMF and FFLG?
2 Form 13F filers report positions in both, out of 68 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%.