MLN vs INMU overlap
44 institutions report holding both MLN and INMU.
MLNINMU
Pick 2 to 4 ETFs.
We don’t have holdings for INMU. 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.
44
institutions report holding both, of 224 holding any
MLN45.1% of its 13F dollars, 31.2% of its 141 holders
INMU50.6% of its 13F dollars, 34.6% of its 127 holders
Largest institutions holding both
| Firm | MLN | INMU |
|---|---|---|
| Envestnet Asset Management Inc. | $119.9M | $12.3M |
| LPL Financial LLC | $38.4M | $70.3M |
| JPMorgan Chase & Co | $9.2M | $64.8M |
| Arax Advisory Partners | $409 | $59.7M |
| Vestmark Advisory Solutions, Inc. | $191K | $45.1M |
| Bank of New York Mellon Corp | $25.8M | $2.0M |
| Commonwealth Equity Services, LLC | $1.7M | $23.4M |
| Wells Fargo & Company | $16.2M | $308K |
| Cetera Investment Advisers | $5.4M | $9.4M |
| Jane Street Group, LLC | $10.5M | $2.0M |
| HighTower Advisors, LLC | $10.5M | $2.0M |
| MML Investors Services, LLC | $8.5M | $2.5M |
| Cyndeo Wealth Partners, LLC | $7.8M | $2.2M |
| Northwestern Mutual Wealth Management Co | $9.2M | $266K |
| Janney Montgomery Scott LLC | $248K | $8.0M |
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: MLN institutional holders, INMU institutional holders.
Frequently asked questions
Do institutions hold both MLN and INMU?
44 Form 13F filers report positions in both, out of 224 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%.