SFTX vs SFLO overlap
2 institutions report holding both SFTX and SFLO.
SFTXSFLO
Pick 2 to 4 ETFs.
We don’t have holdings for SFTX. 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 75 holding any
SFTX16.3% of its 13F dollars, 16.7% of its 12 holders
SFLO3.4% of its 13F dollars, 3.1% of its 65 holders
Largest institutions holding both
| Firm | SFTX | SFLO |
|---|---|---|
| Envestnet Asset Management Inc. | $81.7M | $13.1M |
| UBS Group AG | $69K | $4.2M |
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: SFTX institutional holders, SFLO institutional holders.
Frequently asked questions
Do institutions hold both SFTX and SFLO?
2 Form 13F filers report positions in both, out of 75 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%.