THRO vs MOAT overlap
218 institutions report holding both THRO and MOAT.
THROMOAT
Pick 2 to 4 ETFs.
We don’t have holdings for THRO. 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.
218
institutions report holding both, of 1,007 holding any
THRO84.8% of its 13F dollars, 43.8% of its 498 holders
MOAT59.6% of its 13F dollars, 30.0% of its 727 holders
Largest institutions holding both
| Firm | THRO | MOAT |
|---|---|---|
| Envestnet Asset Management Inc. | $1.6B | $48.4M |
| LPL Financial LLC | $733.2M | $543.3M |
| Morgan Stanley | $225.7M | $595.3M |
| Bank of America Corp. | $112.1M | $550.1M |
| JPMorgan Chase & Co | $349.8M | $18.7M |
| Raymond James Financial Inc. | $27.7M | $242.6M |
| Cetera Investment Advisers | $133.1M | $119.9M |
| Wells Fargo & Company | $22.6M | $197.0M |
| BlackRock, Inc. | $206.7M | $679K |
| MML Investors Services, LLC | $159.7M | $21.2M |
| Commonwealth Equity Services, LLC | $60.8M | $117.5M |
| Ameriprise Financial Inc. | $122.0M | $55.0M |
| Cambridge Investment Research Advisors, Inc. | $36.9M | $124.1M |
| Park Avenue Securities LLC | $146.9M | $1.0M |
| Northwestern Mutual Wealth Management Co | $102.1M | $42.6M |
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: THRO institutional holders, MOAT institutional holders.
Frequently asked questions
Do institutions hold both THRO and MOAT?
218 Form 13F filers report positions in both, out of 1,007 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%.