SRTY vs MSTZ overlap
7 institutions report holding both SRTY and MSTZ.
SRTYMSTZ
Pick 2 to 4 ETFs.
We don’t have holdings for MSTZ. 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.
7
institutions report holding both, of 26 holding any
SRTY40.9% of its 13F dollars, 41.2% of its 17 holders
MSTZ60.2% of its 13F dollars, 43.8% of its 16 holders
Largest institutions holding both
| Firm | SRTY | MSTZ |
|---|---|---|
| HRT Financial LP | $276K | $3.0M |
| IMC-Chicago, LLC | $1.9M | $890K |
| Susquehanna International Group, LLP | $1.2M | $1.2M |
| Group One Trading LLC | $57K | $814K |
| Optiver Holding B.V. | $442K | $401K |
| GTS Securities LLC | $310K | $176K |
| UBS Group AG | $250K | $136K |
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: SRTY institutional holders, MSTZ institutional holders.
Frequently asked questions
Do institutions hold both SRTY and MSTZ?
7 Form 13F filers report positions in both, out of 26 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%.