SLNZ vs EMBX overlap
4 institutions report holding both SLNZ and EMBX.
SLNZEMBX
Pick 2 to 4 ETFs.
We don’t have holdings for SLNZ. 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.
4
institutions report holding both, of 63 holding any
SLNZ1.8% of its 13F dollars, 33.3% of its 12 holders
EMBX10.8% of its 13F dollars, 7.3% of its 55 holders
Largest institutions holding both
| Firm | SLNZ | EMBX |
|---|---|---|
| LPL Financial LLC | $358K | $12.7M |
| Osaic Holdings, Inc. | $2.8M | $6.6M |
| Royal Bank of Canada | $400K | $2.0M |
| Morgan Stanley | $3K | $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: SLNZ institutional holders, EMBX institutional holders.
Frequently asked questions
Do institutions hold both SLNZ and EMBX?
4 Form 13F filers report positions in both, out of 63 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%.