TMLP vs PXE overlap
4 institutions report holding both TMLP and PXE.
TMLPPXE
Pick 2 to 4 ETFs.
We don’t have holdings for TMLP. 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.
4
institutions report holding both, of 51 holding any
TMLP47.9% of its 13F dollars, 44.4% of its 9 holders
PXE1.9% of its 13F dollars, 8.7% of its 46 holders
Largest institutions holding both
| Firm | TMLP | PXE |
|---|---|---|
| Mariner, LLC | $8.4M | $218K |
| Goldman Sachs Group Inc. | $4.1M | $289K |
| Wells Fargo & Company | $385K | $759 |
| FMR LLC | $28 | $19K |
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: TMLP institutional holders, PXE institutional holders.
Frequently asked questions
Do institutions hold both TMLP and PXE?
4 Form 13F filers report positions in both, out of 51 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%.