MARU vs APRZ overlap
2 institutions report holding both MARU and APRZ.
MARUAPRZ
Pick 2 to 4 ETFs.
We don’t have holdings for MARU. 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 25 holding any
MARU2.2% of its 13F dollars, 18.2% of its 11 holders
APRZ0.4% of its 13F dollars, 12.5% of its 16 holders
Largest institutions holding both
| Firm | MARU | APRZ |
|---|---|---|
| Arax Advisory Partners | $625K | $48K |
| Harbour Investments, Inc. | $65K | $62K |
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: MARU institutional holders, APRZ institutional holders.
Frequently asked questions
Do institutions hold both MARU and APRZ?
2 Form 13F filers report positions in both, out of 25 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%.