MSBT vs FGDL overlap
3 institutions report holding both MSBT and FGDL.
MSBTFGDL
Pick 2 to 4 ETFs.
We don’t have holdings for MSBT, FGDL. 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.
3
institutions report holding both, of 120 holding any
MSBT49.3% of its 13F dollars, 12.0% of its 25 holders
FGDL1.0% of its 13F dollars, 3.1% of its 98 holders
Largest institutions holding both
| Firm | MSBT | FGDL |
|---|---|---|
| Morgan Stanley | $43.3M | $82K |
| Citadel Advisors LLC | $443K | $806K |
| Steward Partners Investment Advisory, LLC | $2K | $139K |
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, FGDL institutional holders.
Frequently asked questions
Do institutions hold both MSBT and FGDL?
3 Form 13F filers report positions in both, out of 120 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%.