MISL vs ATMP overlap
10 institutions report holding both MISL and ATMP.
MISLATMP
Pick 2 to 4 ETFs.
We don’t have holdings for ATMP. 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.
10
institutions report holding both, of 156 holding any
MISL17.1% of its 13F dollars, 7.8% of its 128 holders
ATMP1.0% of its 13F dollars, 26.3% of its 38 holders
Largest institutions holding both
| Firm | MISL | ATMP |
|---|---|---|
| Raymond James Financial Inc. | $38.4M | $201K |
| Wells Fargo & Company | $31.3M | $550K |
| MML Investors Services, LLC | $16.8M | $444K |
| Morgan Stanley | $10.8M | $1.2M |
| Royal Bank of Canada | $4.5M | $57K |
| Susquehanna International Group, LLP | $2.0M | $1.3M |
| Wealth Enhancement Advisory Services, LLC | $2.0M | $332K |
| Fifth Third Bancorp | $1.3M | $107K |
| UBS Group AG | $9K | $1.3M |
| Equitable Holdings, Inc. | $398K | $467K |
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: MISL institutional holders, ATMP institutional holders.
Frequently asked questions
Do institutions hold both MISL and ATMP?
10 Form 13F filers report positions in both, out of 156 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%.