MARW vs MARM overlap
14 institutions report holding both MARW and MARM.
MARWMARM
Pick 2 to 4 ETFs.
We don’t have holdings for MARW, MARM. 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.
14
institutions report holding both, of 110 holding any
MARW59.0% of its 13F dollars, 28.6% of its 49 holders
MARM28.9% of its 13F dollars, 18.7% of its 75 holders
Largest institutions holding both
| Firm | MARW | MARM |
|---|---|---|
| Commonwealth Equity Services, LLC | $8.4M | $6.6M |
| Osaic Holdings, Inc. | $6.9M | $1.5M |
| LPL Financial LLC | $6.7M | $1.4M |
| Kestra Advisory Services, LLC | $4.3M | $2.4M |
| Cetera Investment Advisers | $3.4M | $2.6M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $595K |
| Susquehanna International Group, LLP | $1.9M | $1.3M |
| Harbour Investments, Inc. | $1.4M | $759K |
| Envestnet Asset Management Inc. | $1.0M | $259K |
| AE Wealth Management LLC | $101K | $547K |
| First Heartland Consultants, Inc. | $356K | $276K |
| Independent Financial Group, LLC | $364K | $267K |
| IFP Advisors, Inc | $8K | $313K |
| Creative Financial Designs Inc. | $114K | $10K |
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: MARW institutional holders, MARM institutional holders.
Frequently asked questions
Do institutions hold both MARW and MARM?
14 Form 13F filers report positions in both, out of 110 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%.