TCAI vs ELFY overlap
11 institutions report holding both TCAI and ELFY.
TCAIELFY
Pick 2 to 4 ETFs.
We don’t have holdings for ELFY. 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.
11
institutions report holding both, of 90 holding any
TCAI12.4% of its 13F dollars, 21.6% of its 51 holders
ELFY21.2% of its 13F dollars, 22.0% of its 50 holders
Largest institutions holding both
| Firm | TCAI | ELFY |
|---|---|---|
| Osaic Holdings, Inc. | $101K | $9.3M |
| Summit Financial, LLC | $3.4M | $481K |
| Farther Finance Advisors, LLC | $2.3M | $1.0M |
| Wealth Enhancement Advisory Services, LLC | $423K | $2.0M |
| Envestnet Asset Management Inc. | $467K | $935K |
| Cambridge Investment Research Advisors, Inc. | $918K | $426K |
| Susquehanna International Group, LLP | $309K | $301K |
| Royal Bank of Canada | $11K | $327K |
| Harbour Investments, Inc. | $8K | $131K |
| JNBA Financial Advisors | $55K | $7K |
| Morgan Stanley | $56K | $2K |
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: TCAI institutional holders, ELFY institutional holders.
Frequently asked questions
Do institutions hold both TCAI and ELFY?
11 Form 13F filers report positions in both, out of 90 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%.