TEK vs NATO overlap
3 institutions report holding both TEK and NATO.
TEKNATO
Pick 2 to 4 ETFs.
We don’t have holdings for TEK. 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.
3
institutions report holding both, of 37 holding any
TEK18.0% of its 13F dollars, 25.0% of its 12 holders
NATO8.3% of its 13F dollars, 10.7% of its 28 holders
Largest institutions holding both
| Firm | TEK | NATO |
|---|---|---|
| Raymond James Financial Inc. | $5.2M | $1.6M |
| Arax Advisory Partners | $80K | $698K |
| Harbour Investments, Inc. | $4K | $7K |
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: TEK institutional holders, NATO institutional holders.
Frequently asked questions
Do institutions hold both TEK and NATO?
3 Form 13F filers report positions in both, out of 37 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%.