MSOX vs AAPX overlap
1 institutions report holding both MSOX and AAPX.
MSOXAAPX
Pick 2 to 4 ETFs.
We don’t have holdings for AAPX. 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.
1
institutions report holding both, of 20 holding any
MSOX5.3% of its 13F dollars, 6.3% of its 16 holders
AAPX9.3% of its 13F dollars, 20.0% of its 5 holders
Largest institutions holding both
| Firm | MSOX | AAPX |
|---|---|---|
| StoneX Group Inc. | $135K | $238K |
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: MSOX institutional holders, AAPX institutional holders.
Frequently asked questions
Do institutions hold both MSOX and AAPX?
1 Form 13F filers report positions in both, out of 20 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%.