MVV vs LABX overlap
2 institutions report holding both MVV and LABX.
MVVLABX
Pick 2 to 4 ETFs.
We don’t have holdings for LABX. 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 31 holding any
MVV30.1% of its 13F dollars, 9.5% of its 21 holders
LABX8.2% of its 13F dollars, 16.7% of its 12 holders
Largest institutions holding both
| Firm | MVV | LABX |
|---|---|---|
| Susquehanna International Group, LLP | $5.2M | $1.4M |
| Integrated Wealth Concepts LLC | $35K | $19K |
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: MVV institutional holders, LABX institutional holders.
Frequently asked questions
Do institutions hold both MVV and LABX?
2 Form 13F filers report positions in both, out of 31 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%.