SFTY vs SFTX overlap
9 institutions report holding both SFTY and SFTX.
SFTYSFTX
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.
9
institutions report holding both, of 22 holding any
SFTY92.6% of its 13F dollars, 47.4% of its 19 holders
SFTX99.0% of its 13F dollars, 75.0% of its 12 holders
Largest institutions holding both
| Firm | SFTY | SFTX |
|---|---|---|
| Bank of New York Mellon Corp | $380.1M | $414.1M |
| Envestnet Asset Management Inc. | $76.2M | $81.7M |
| Susquehanna International Group, LLP | $375K | $642K |
| Brookstone Capital Management | $412K | $481K |
| US Bancorp | $357K | $384K |
| Creative Planning | $250K | $275K |
| UBS Group AG | $142K | $69K |
| Sittner & Nelson, LLC | $47K | $55K |
| Horizon Investments, LLC | $59K | $36K |
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: SFTY institutional holders, SFTX institutional holders.
Frequently asked questions
Do institutions hold both SFTY and SFTX?
9 Form 13F filers report positions in both, out of 22 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%.