ONLN vs ITEQ overlap
14 institutions report holding both ONLN and ITEQ.
ONLNITEQ
Pick 2 to 4 ETFs.
We don’t have holdings for ITEQ. 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.
14
institutions report holding both, of 65 holding any
ONLN30.1% of its 13F dollars, 42.4% of its 33 holders
ITEQ68.2% of its 13F dollars, 30.4% of its 46 holders
Largest institutions holding both
| Firm | ONLN | ITEQ |
|---|---|---|
| LPL Financial LLC | $1.1M | $8.6M |
| Jane Street Group, LLC | $587K | $3.0M |
| Susquehanna International Group, LLP | $2.5M | $889K |
| Raymond James Financial Inc. | $634K | $272K |
| Morgan Stanley | $746K | $146K |
| Wells Fargo & Company | $350K | $58 |
| Farther Finance Advisors, LLC | $181K | $30K |
| Osaic Holdings, Inc. | $103K | $89K |
| Harbour Investments, Inc. | $1K | $134K |
| Royal Bank of Canada | $30K | $76K |
| FMR LLC | $64K | $31K |
| Steward Partners Investment Advisory, LLC | $4K | $33K |
| PNC Financial Services Group, Inc. | $3K | $19K |
| Valley National Advisers Inc. | $1K | $10K |
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: ONLN institutional holders, ITEQ institutional holders.
Frequently asked questions
Do institutions hold both ONLN and ITEQ?
14 Form 13F filers report positions in both, out of 65 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%.