ONDL vs MSOX overlap
2 institutions report holding both ONDL and MSOX.
ONDLMSOX
Pick 2 to 4 ETFs.
We don’t have holdings for ONDL. 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 20 holding any
ONDL10.4% of its 13F dollars, 33.3% of its 6 holders
MSOX5.3% of its 13F dollars, 12.5% of its 16 holders
Largest institutions holding both
| Firm | ONDL | MSOX |
|---|---|---|
| StoneX Group Inc. | $232K | $135K |
| Tower Research Capital LLC (TRC) | $27K | $3 |
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: ONDL institutional holders, MSOX institutional holders.
Frequently asked questions
Do institutions hold both ONDL and MSOX?
2 Form 13F filers report positions in both, out of 20 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%.