TEND vs APRT overlap
5 institutions report holding both TEND and APRT.
TENDAPRT
Pick 2 to 4 ETFs.
We don’t have holdings for APRT. 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.
5
institutions report holding both, of 44 holding any
TEND11.0% of its 13F dollars, 33.3% of its 15 holders
APRT11.8% of its 13F dollars, 14.7% of its 34 holders
Largest institutions holding both
| Firm | TEND | APRT |
|---|---|---|
| Raymond James Financial Inc. | $2.9M | $1.8M |
| Susquehanna International Group, LLP | $386K | $2.2M |
| Old Mission Capital LLC | $323K | $214K |
| UBS Group AG | $292K | $5K |
| AE Wealth Management LLC | $3K | $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: TEND institutional holders, APRT institutional holders.
Frequently asked questions
Do institutions hold both TEND and APRT?
5 Form 13F filers report positions in both, out of 44 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%.