INMU vs HMOP overlap
43 institutions report holding both INMU and HMOP.
INMUHMOP
Pick 2 to 4 ETFs.
We don’t have holdings for INMU. 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.
43
institutions report holding both, of 210 holding any
INMU36.8% of its 13F dollars, 33.9% of its 127 holders
HMOP39.4% of its 13F dollars, 34.1% of its 126 holders
Largest institutions holding both
| Firm | INMU | HMOP |
|---|---|---|
| LPL Financial LLC | $70.3M | $50.4M |
| JPMorgan Chase & Co | $64.8M | $9.6M |
| Northwestern Mutual Wealth Management Co | $266K | $66.3M |
| Commonwealth Equity Services, LLC | $23.4M | $4.1M |
| Apollon Wealth Management, LLC | $354K | $22.5M |
| Cetera Investment Advisers | $9.4M | $11.5M |
| Focus Partners Wealth | $705K | $14.5M |
| Envestnet Asset Management Inc. | $12.3M | $2.6M |
| Janney Montgomery Scott LLC | $8.0M | $6.5M |
| Merit Financial Group, LLC | $11.7M | $716K |
| Osaic Holdings, Inc. | $6.7M | $4.8M |
| HighTower Advisors, LLC | $2.0M | $6.6M |
| ERn Financial, LLC | $223K | $8.2M |
| Kestra Advisory Services, LLC | $211K | $7.4M |
| NewEdge Advisors, LLC | $3.4M | $3.3M |
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: INMU institutional holders, HMOP institutional holders.
Frequently asked questions
Do institutions hold both INMU and HMOP?
43 Form 13F filers report positions in both, out of 210 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%.