METL vs IBOT overlap
5 institutions report holding both METL and IBOT.
METLIBOT
Pick 2 to 4 ETFs.
We don’t have holdings for METL. 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.
5
institutions report holding both, of 56 holding any
METL3.0% of its 13F dollars, 17.2% of its 29 holders
IBOT3.8% of its 13F dollars, 15.6% of its 32 holders
Largest institutions holding both
| Firm | METL | IBOT |
|---|---|---|
| LPL Financial LLC | $238K | $597K |
| Harbour Investments, Inc. | $431K | $12K |
| Osaic Holdings, Inc. | $39K | $367K |
| TD Waterhouse Canada Inc. | $56K | $40K |
| Morgan Stanley | $41K | $13K |
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: METL institutional holders, IBOT institutional holders.
Frequently asked questions
Do institutions hold both METL and IBOT?
5 Form 13F filers report positions in both, out of 56 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%.