TEMD vs ADIV overlap
2 institutions report holding both TEMD and ADIV.
TEMDADIV
Pick 2 to 4 ETFs.
We don’t have holdings for TEMD. 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 11 holding any
TEMD14.2% of its 13F dollars, 33.3% of its 6 holders
ADIV3.7% of its 13F dollars, 28.6% of its 7 holders
Largest institutions holding both
| Firm | TEMD | ADIV |
|---|---|---|
| Morgan Stanley | $5.1M | $23 |
| Jane Street Group, LLC | $1.4M | $1.7M |
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: TEMD institutional holders, ADIV institutional holders.
Frequently asked questions
Do institutions hold both TEMD and ADIV?
2 Form 13F filers report positions in both, out of 11 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%.