MUD vs MSFU overlap
3 institutions report holding both MUD and MSFU.
MUDMSFU
Pick 2 to 4 ETFs.
We don’t have holdings for MUD. 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.
3
institutions report holding both, of 36 holding any
MUD2.0% of its 13F dollars, 18.8% of its 16 holders
MSFU9.3% of its 13F dollars, 13.0% of its 23 holders
Largest institutions holding both
| Firm | MUD | MSFU |
|---|---|---|
| StoneX Group Inc. | $431K | $943K |
| SBI Securities Co., Ltd. | $1K | $596K |
| Tower Research Capital LLC (TRC) | $1K | $391K |
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: MUD institutional holders, MSFU institutional holders.
Frequently asked questions
Do institutions hold both MUD and MSFU?
3 Form 13F filers report positions in both, out of 36 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%.