INDS vs ELFY overlap
15 institutions report holding both INDS and ELFY.
INDSELFY
Pick 2 to 4 ETFs.
We don’t have holdings for ELFY. 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.
15
institutions report holding both, of 105 holding any
INDS44.0% of its 13F dollars, 21.4% of its 70 holders
ELFY33.3% of its 13F dollars, 30.0% of its 50 holders
Largest institutions holding both
| Firm | INDS | ELFY |
|---|---|---|
| LPL Financial LLC | $3.7M | $6.9M |
| Osaic Holdings, Inc. | $946K | $9.3M |
| Morgan Stanley | $7.1M | $2K |
| Raymond James Financial Inc. | $6.3M | $367K |
| Commonwealth Equity Services, LLC | $2.5M | $1.5M |
| Envestnet Asset Management Inc. | $2.9M | $935K |
| Cetera Investment Advisers | $1.4M | $1.8M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $426K |
| Summit Financial, LLC | $1.8M | $481K |
| Royal Bank of Canada | $1.5M | $327K |
| Susquehanna International Group, LLP | $810K | $301K |
| Farther Finance Advisors, LLC | $55K | $1.0M |
| Harbour Investments, Inc. | $120K | $131K |
| Global Retirement Partners, LLC | $26K | $10K |
| FMR LLC | $21K | $12K |
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: INDS institutional holders, ELFY institutional holders.
Frequently asked questions
Do institutions hold both INDS and ELFY?
15 Form 13F filers report positions in both, out of 105 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%.