MBSF vs FIXT overlap
8 institutions report holding both MBSF and FIXT.
MBSFFIXT
Pick 2 to 4 ETFs.
We don’t have holdings for FIXT. 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.
8
institutions report holding both, of 85 holding any
MBSF9.0% of its 13F dollars, 11.4% of its 70 holders
FIXT10.6% of its 13F dollars, 34.8% of its 23 holders
Largest institutions holding both
| Firm | MBSF | FIXT |
|---|---|---|
| Wells Fargo & Company | $65K | $8.0M |
| Royal Bank of Canada | $6.2M | $416K |
| Stifel Financial Corp. | $1.5M | $2.6M |
| Osaic Holdings, Inc. | $298K | $3.5M |
| LPL Financial LLC | $2.5M | $1.1M |
| NewEdge Advisors, LLC | $2.6M | $161K |
| Cambridge Investment Research Advisors, Inc. | $762K | $882K |
| IFP Advisors, Inc | $4K | $15K |
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: MBSF institutional holders, FIXT institutional holders.
Frequently asked questions
Do institutions hold both MBSF and FIXT?
8 Form 13F filers report positions in both, out of 85 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%.