MSST vs ILIT overlap
1 institutions report holding both MSST and ILIT.
MSSTILIT
Pick 2 to 4 ETFs.
We don’t have holdings for MSST. 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 16 holding any
MSST0.1% of its 13F dollars, 50.0% of its 2 holders
ILIT0.1% of its 13F dollars, 6.7% of its 15 holders
Largest institutions holding both
| Firm | MSST | ILIT |
|---|---|---|
| UBS Group AG | $2K | $2K |
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: MSST institutional holders, ILIT institutional holders.
Frequently asked questions
Do institutions hold both MSST and ILIT?
1 Form 13F filers report positions in both, out of 16 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%.