TMV vs FNGU overlap
4 institutions report holding both TMV and FNGU.
TMVFNGU
Pick 2 to 4 ETFs.
We don’t have holdings for TMV, FNGU. 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 39 holding any
TMV11.7% of its 13F dollars, 17.4% of its 23 holders
FNGU51.8% of its 13F dollars, 20.0% of its 20 holders
Largest institutions holding both
| Firm | TMV | FNGU |
|---|---|---|
| Morgan Stanley | $787 | $8.5M |
| Jane Street Group, LLC | $1.5M | $3.3M |
| Citadel Advisors LLC | $564K | $2.2M |
| XTX Topco Ltd | $1.2M | $286K |
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: TMV institutional holders, FNGU institutional holders.
Frequently asked questions
Do institutions hold both TMV and FNGU?
4 Form 13F filers report positions in both, out of 39 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%.