TENM vs SEPT overlap
6 institutions report holding both TENM and SEPT.
TENMSEPT
Pick 2 to 4 ETFs.
We don’t have holdings for SEPT. 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.
6
institutions report holding both, of 32 holding any
TENM17.3% of its 13F dollars, 54.5% of its 11 holders
SEPT58.9% of its 13F dollars, 22.2% of its 27 holders
Largest institutions holding both
| Firm | TENM | SEPT |
|---|---|---|
| Commonwealth Equity Services, LLC | $550K | $9.8M |
| Raymond James Financial Inc. | $2.2M | $1.9M |
| Susquehanna International Group, LLP | $1.1M | $1.5M |
| Old Mission Capital LLC | $412K | $1.3M |
| UBS Group AG | $35K | $4K |
| IFP Advisors, Inc | $3K | $28K |
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: TENM institutional holders, SEPT institutional holders.
Frequently asked questions
Do institutions hold both TENM and SEPT?
6 Form 13F filers report positions in both, out of 32 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%.