TLTW vs SNXX overlap
5 institutions report holding both TLTW and SNXX.
TLTWSNXX
Pick 2 to 4 ETFs.
We don’t have holdings for SNXX. 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 165 holding any
TLTW14.3% of its 13F dollars, 3.6% of its 140 holders
SNXX60.6% of its 13F dollars, 16.7% of its 30 holders
Largest institutions holding both
| Firm | TLTW | SNXX |
|---|---|---|
| Morgan Stanley | $55.6M | $155.1M |
| UBS Group AG | $23.2M | $21.2M |
| JPMorgan Chase & Co | $106K | $5.1M |
| Osaic Holdings, Inc. | $3.0M | $105K |
| Harbour Investments, Inc. | $38K | $33K |
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: TLTW institutional holders, SNXX institutional holders.
Frequently asked questions
Do institutions hold both TLTW and SNXX?
5 Form 13F filers report positions in both, out of 165 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%.