MSTX vs AMDG overlap
2 institutions report holding both MSTX and AMDG.
MSTXAMDG
Pick 2 to 4 ETFs.
We don’t have holdings for AMDG. 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.
2
institutions report holding both, of 27 holding any
MSTX8.5% of its 13F dollars, 9.1% of its 22 holders
AMDG68.7% of its 13F dollars, 28.6% of its 7 holders
Largest institutions holding both
| Firm | MSTX | AMDG |
|---|---|---|
| Goldman Sachs Group Inc. | $298K | $3.3M |
| Optiver Holding B.V. | $395K | $2.3M |
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, AMDG institutional holders.
Frequently asked questions
Do institutions hold both MSTX and AMDG?
2 Form 13F filers report positions in both, out of 27 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%.