MARS vs EQRR overlap
6 institutions report holding both MARS and EQRR.
MARSEQRR
Pick 2 to 4 ETFs.
We don’t have holdings for MARS. 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.
6
institutions report holding both, of 40 holding any
MARS50.1% of its 13F dollars, 33.3% of its 18 holders
EQRR16.2% of its 13F dollars, 21.4% of its 28 holders
Largest institutions holding both
| Firm | MARS | EQRR |
|---|---|---|
| Susquehanna International Group, LLP | $7.9M | $965K |
| Citadel Advisors LLC | $825K | $1.4M |
| UBS Group AG | $274K | $125K |
| Farther Finance Advisors, LLC | $246 | $358K |
| Steward Partners Investment Advisory, LLC | $7K | $116K |
| Osaic Holdings, Inc. | $18K | $5K |
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: MARS institutional holders, EQRR institutional holders.
Frequently asked questions
Do institutions hold both MARS and EQRR?
6 Form 13F filers report positions in both, out of 40 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%.