OWNS vs FLMB overlap
3 institutions report holding both OWNS and FLMB.
OWNSFLMB
Pick 2 to 4 ETFs.
We don’t have holdings for OWNS. 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.
3
institutions report holding both, of 50 holding any
OWNS7.2% of its 13F dollars, 10.7% of its 28 holders
FLMB28.5% of its 13F dollars, 12.0% of its 25 holders
Largest institutions holding both
| Firm | OWNS | FLMB |
|---|---|---|
| LPL Financial LLC | $3.2M | $14.6M |
| Jane Street Group, LLC | $251K | $1.2M |
| PFG Investments, LLC | $622K | $813K |
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: OWNS institutional holders, FLMB institutional holders.
Frequently asked questions
Do institutions hold both OWNS and FLMB?
3 Form 13F filers report positions in both, out of 50 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%.