MSBT vs ETHE overlap
10 institutions report holding both MSBT and ETHE.
MSBTETHE
Pick 2 to 4 ETFs.
We don’t have holdings for MSBT, ETHE. 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 270 holding any
MSBT56.0% of its 13F dollars, 40.0% of its 25 holders
ETHE8.5% of its 13F dollars, 3.9% of its 255 holders
Largest institutions holding both
| Firm | MSBT | ETHE |
|---|---|---|
| Morgan Stanley | $43.3M | $374K |
| Beacon Pointe Advisors, LLC | $4.4M | $896K |
| Citadel Advisors LLC | $443K | $3.7M |
| Focus Partners Wealth | $244K | $2.2M |
| Compass Ion Advisors, LLC | $885K | $190K |
| Rothschild Investment LLC | $185K | $321K |
| Valeo Financial Advisors, LLC | $185K | $207K |
| Ancora Advisors LLC | $5K | $130K |
| Bogart Wealth, LLC | $47K | $20K |
| Allworth Financial LP | $8K | $24K |
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: MSBT institutional holders, ETHE institutional holders.
Frequently asked questions
Do institutions hold both MSBT and ETHE?
10 Form 13F filers report positions in both, out of 270 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%.