TAXM vs AAAC overlap
2 institutions report holding both TAXM and AAAC.
TAXMAAAC
Pick 2 to 4 ETFs.
We don’t have holdings for TAXM. 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 14 holding any
TAXM4.2% of its 13F dollars, 16.7% of its 12 holders
AAAC39.5% of its 13F dollars, 50.0% of its 4 holders
Largest institutions holding both
| Firm | TAXM | AAAC |
|---|---|---|
| UBS Group AG | $10K | $2.0M |
| Goldman Sachs Group Inc. | $351K | $1.5M |
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: TAXM institutional holders, AAAC institutional holders.
Frequently asked questions
Do institutions hold both TAXM and AAAC?
2 Form 13F filers report positions in both, out of 14 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%.