STNC vs AIFD overlap
6 institutions report holding both STNC and AIFD.
STNCAIFD
Pick 2 to 4 ETFs.
We don’t have holdings for STNC. 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.
6
institutions report holding both, of 47 holding any
STNC4.0% of its 13F dollars, 28.6% of its 21 holders
AIFD38.6% of its 13F dollars, 18.8% of its 32 holders
Largest institutions holding both
| Firm | STNC | AIFD |
|---|---|---|
| LPL Financial LLC | $741K | $10.8M |
| Commonwealth Equity Services, LLC | $231K | $4.0M |
| Mesirow Financial Investment Management, Inc. | $385K | $750K |
| Osaic Holdings, Inc. | $16K | $578K |
| FMR LLC | $142K | $47K |
| Morgan Stanley | $130K | $41K |
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: STNC institutional holders, AIFD institutional holders.
Frequently asked questions
Do institutions hold both STNC and AIFD?
6 Form 13F filers report positions in both, out of 47 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%.