TDV vs MLPB overlap
10 institutions report holding both TDV and MLPB.
TDVMLPB
Pick 2 to 4 ETFs.
We don’t have holdings for MLPB. 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.
10
institutions report holding both, of 99 holding any
TDV28.9% of its 13F dollars, 12.3% of its 81 holders
MLPB38.3% of its 13F dollars, 35.7% of its 28 holders
Largest institutions holding both
| Firm | TDV | MLPB |
|---|---|---|
| Wells Fargo & Company | $14.7M | $64.9M |
| Morgan Stanley | $28.0M | $168K |
| LPL Financial LLC | $8.3M | $298K |
| PNC Financial Services Group, Inc. | $3 | $4.0M |
| Susquehanna International Group, LLP | $518K | $977K |
| Citadel Advisors LLC | $609K | $532K |
| IFP Advisors, Inc | $35K | $455K |
| JPMorgan Chase & Co | $304K | $83K |
| Harbour Investments, Inc. | $171K | $6K |
| Private Trust Co NA | $8K | $52K |
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: TDV institutional holders, MLPB institutional holders.
Frequently asked questions
Do institutions hold both TDV and MLPB?
10 Form 13F filers report positions in both, out of 99 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%.