MSTX vs AAOX overlap
7 institutions report holding both MSTX and AAOX.
MSTXAAOX
Pick 2 to 4 ETFs.
We don’t have holdings for AAOX. 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.
7
institutions report holding both, of 29 holding any
MSTX63.7% of its 13F dollars, 31.8% of its 22 holders
AAOX28.5% of its 13F dollars, 50.0% of its 14 holders
Largest institutions holding both
| Firm | MSTX | AAOX |
|---|---|---|
| StoneX Group Inc. | $2.9M | $443K |
| Citadel Advisors LLC | $536K | $1.6M |
| UBS Group AG | $1.5M | $22K |
| Group One Trading LLC | $166K | $91K |
| Chung Wu Investment Group, LLC | $1K | $111K |
| Simplex Trading, LLC | $5K | $21K |
| Morgan Stanley | $22K | $632 |
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: MSTX institutional holders, AAOX institutional holders.
Frequently asked questions
Do institutions hold both MSTX and AAOX?
7 Form 13F filers report positions in both, out of 29 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%.