NIKL vs FRNW overlap
2 institutions report holding both NIKL and FRNW.
NIKLFRNW
Pick 2 to 4 ETFs.
We don’t have holdings for NIKL. 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 54 holding any
NIKL21.1% of its 13F dollars, 8.0% of its 25 holders
FRNW28.8% of its 13F dollars, 6.5% of its 31 holders
Largest institutions holding both
| Firm | NIKL | FRNW |
|---|---|---|
| Jane Street Group, LLC | $3.2M | $4.7M |
| Morgan Stanley | $80K | $39 |
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: NIKL institutional holders, FRNW institutional holders.
Frequently asked questions
Do institutions hold both NIKL and FRNW?
2 Form 13F filers report positions in both, out of 54 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%.