THRO vs RWL overlap
156 institutions report holding both THRO and RWL.
THRORWL
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.
156
institutions report holding both, of 687 holding any
THRO78.5% of its 13F dollars, 31.3% of its 498 holders
RWL62.2% of its 13F dollars, 45.2% of its 345 holders
Largest institutions holding both
| Firm | THRO | RWL |
|---|---|---|
| Envestnet Asset Management Inc. | $1.6B | $54.1M |
| LPL Financial LLC | $733.2M | $848.1M |
| Morgan Stanley | $225.7M | $426.8M |
| Ameriprise Financial Inc. | $122.0M | $475.8M |
| Bank of America Corp. | $112.1M | $288.9M |
| JPMorgan Chase & Co | $349.8M | $20.1M |
| Bank of New York Mellon Corp | $72.4M | $222.4M |
| Cetera Investment Advisers | $133.1M | $152.7M |
| BlackRock, Inc. | $206.7M | $82K |
| MML Investors Services, LLC | $159.7M | $29.2M |
| Osaic Holdings, Inc. | $41.4M | $146.7M |
| Commonwealth Equity Services, LLC | $60.8M | $106.4M |
| Jones Financial Companies LLLP | $2.2M | $157.5M |
| Raymond James Financial Inc. | $27.7M | $120.4M |
| Park Avenue Securities LLC | $146.9M | $208K |
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, RWL institutional holders.
Frequently asked questions
Do institutions hold both THRO and RWL?
156 Form 13F filers report positions in both, out of 687 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%.