NATO vs METL overlap
5 institutions report holding both NATO and METL.
NATOMETL
Pick 2 to 4 ETFs.
We don’t have holdings for METL. 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 52 holding any
NATO27.7% of its 13F dollars, 17.9% of its 28 holders
METL7.8% of its 13F dollars, 17.2% of its 29 holders
Largest institutions holding both
| Firm | NATO | METL |
|---|---|---|
| LPL Financial LLC | $6.7M | $238K |
| Arax Advisory Partners | $698K | $479K |
| Royal Bank of Canada | $161K | $905K |
| Harbour Investments, Inc. | $7K | $431K |
| Federation des caisses Desjardins du Quebec | $143K | $5K |
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: NATO institutional holders, METL institutional holders.
Frequently asked questions
Do institutions hold both NATO and METL?
5 Form 13F filers report positions in both, out of 52 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%.