TAXM vs IBTR overlap
1 institutions report holding both TAXM and IBTR.
TAXMIBTR
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.
1
institutions report holding both, of 22 holding any
TAXM0.1% of its 13F dollars, 8.3% of its 12 holders
IBTR0.2% of its 13F dollars, 9.1% of its 11 holders
Largest institutions holding both
| Firm | TAXM | IBTR |
|---|---|---|
| UBS Group AG | $10K | $14K |
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, IBTR institutional holders.
Frequently asked questions
Do institutions hold both TAXM and IBTR?
1 Form 13F filers report positions in both, out of 22 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%.