MSTZ vs MSTY overlap
5 institutions report holding both MSTZ and MSTY.
MSTZMSTY
Pick 2 to 4 ETFs.
We don’t have holdings for MSTZ. 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.
5
institutions report holding both, of 80 holding any
MSTZ28.6% of its 13F dollars, 31.3% of its 16 holders
MSTY56.0% of its 13F dollars, 7.3% of its 69 holders
Largest institutions holding both
| Firm | MSTZ | MSTY |
|---|---|---|
| Susquehanna International Group, LLP | $1.2M | $3.0M |
| UBS Group AG | $136K | $2.2M |
| Group One Trading LLC | $814K | $849K |
| IMC-Chicago, LLC | $890K | $162K |
| Royal Bank of Canada | $71K | $0 |
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: MSTZ institutional holders, MSTY institutional holders.
Frequently asked questions
Do institutions hold both MSTZ and MSTY?
5 Form 13F filers report positions in both, out of 80 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%.