MUNC vs MJ overlap
2 institutions report holding both MUNC and MJ.
MUNCMJ
Pick 2 to 4 ETFs.
We don’t have holdings for MJ. 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 119 holding any
MUNC41.1% of its 13F dollars, 33.3% of its 6 holders
MJ44.9% of its 13F dollars, 1.7% of its 115 holders
Largest institutions holding both
| Firm | MUNC | MJ |
|---|---|---|
| Old Mission Capital LLC | $1.3M | $3.4M |
| Morgan Stanley | $2.1M | $120K |
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: MUNC institutional holders, MJ institutional holders.
Frequently asked questions
Do institutions hold both MUNC and MJ?
2 Form 13F filers report positions in both, out of 119 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%.