TMAR vs TBJL overlap
6 institutions report holding both TMAR and TBJL.
TMARTBJL
Pick 2 to 4 ETFs.
We don’t have holdings for TMAR, TBJL. 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 24 holding any
TMAR12.2% of its 13F dollars, 46.1% of its 13 holders
TBJL29.0% of its 13F dollars, 35.3% of its 17 holders
Largest institutions holding both
| Firm | TMAR | TBJL |
|---|---|---|
| Susquehanna International Group, LLP | $555K | $1.7M |
| Citadel Advisors LLC | $294K | $452K |
| Cetera Investment Advisers | $279K | $309K |
| Osaic Holdings, Inc. | $45K | $444K |
| IFP Advisors, Inc | $59K | $397 |
| UBS Group AG | $13K | $3K |
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: TMAR institutional holders, TBJL institutional holders.
Frequently asked questions
Do institutions hold both TMAR and TBJL?
6 Form 13F filers report positions in both, out of 24 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%.