MLPB vs IVES overlap
7 institutions report holding both MLPB and IVES.
MLPBIVES
Pick 2 to 4 ETFs.
We don’t have holdings for MLPB. 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.
7
institutions report holding both, of 155 holding any
MLPB37.5% of its 13F dollars, 25.0% of its 28 holders
IVES2.2% of its 13F dollars, 5.2% of its 134 holders
Largest institutions holding both
| Firm | MLPB | IVES |
|---|---|---|
| Wells Fargo & Company | $64.9M | $26K |
| PNC Financial Services Group, Inc. | $4.0M | $118K |
| Citadel Advisors LLC | $532K | $2.3M |
| LPL Financial LLC | $298K | $1.7M |
| Morgan Stanley | $168K | $239K |
| JPMorgan Chase & Co | $83K | $18K |
| Institute for Wealth Management, LLC. | $7K | $90K |
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: MLPB institutional holders, IVES institutional holders.
Frequently asked questions
Do institutions hold both MLPB and IVES?
7 Form 13F filers report positions in both, out of 155 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%.