MOTI vs IPAY overlap
19 institutions report holding both MOTI and IPAY.
MOTIIPAY
Pick 2 to 4 ETFs.
We don’t have holdings for IPAY. 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.
19
institutions report holding both, of 98 holding any
MOTI26.2% of its 13F dollars, 38.0% of its 50 holders
IPAY24.6% of its 13F dollars, 28.4% of its 67 holders
Largest institutions holding both
| Firm | MOTI | IPAY |
|---|---|---|
| LPL Financial LLC | $1.5M | $1.9M |
| Susquehanna International Group, LLP | $1.1M | $2.0M |
| Morgan Stanley | $2.4M | $161K |
| Flow Traders U.S. LLC | $1.6M | $702K |
| Royal Bank of Canada | $417K | $1.8M |
| Cambridge Investment Research Advisors, Inc. | $464K | $548K |
| Raymond James Financial Inc. | $362K | $499K |
| Osaic Holdings, Inc. | $68K | $738K |
| JPMorgan Chase & Co | $687K | $76 |
| Savant Capital, LLC | $300K | $300K |
| Wells Fargo & Company | $273K | $39 |
| Integrated Wealth Concepts LLC | $33K | $75K |
| Steward Partners Investment Advisory, LLC | $40K | $39K |
| Fifth Third Bancorp | $6K | $50K |
| IFP Advisors, Inc | $32K | $5K |
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: MOTI institutional holders, IPAY institutional holders.
Frequently asked questions
Do institutions hold both MOTI and IPAY?
19 Form 13F filers report positions in both, out of 98 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%.