SLJY vs FMKT overlap
2 institutions report holding both SLJY and FMKT.
SLJYFMKT
Pick 2 to 4 ETFs.
We don’t have holdings for SLJY. 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 18 holding any
SLJY4.3% of its 13F dollars, 22.2% of its 9 holders
FMKT12.8% of its 13F dollars, 18.2% of its 11 holders
Largest institutions holding both
| Firm | SLJY | FMKT |
|---|---|---|
| NewEdge Advisors, LLC | $209K | $646K |
| Steward Partners Investment Advisory, LLC | $7K | $438 |
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: SLJY institutional holders, FMKT institutional holders.
Frequently asked questions
Do institutions hold both SLJY and FMKT?
2 Form 13F filers report positions in both, out of 18 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%.