TMV vs RFIX overlap
1 institutions report holding both TMV and RFIX.
TMVRFIX
Pick 2 to 4 ETFs.
We don’t have holdings for TMV, RFIX. 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.
1
institutions report holding both, of 35 holding any
TMV5.4% of its 13F dollars, 4.3% of its 23 holders
RFIX61.3% of its 13F dollars, 7.7% of its 13 holders
Largest institutions holding both
| Firm | TMV | RFIX |
|---|---|---|
| Jane Street Group, LLC | $1.5M | $17.0M |
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, RFIX institutional holders.
Frequently asked questions
Do institutions hold both TMV and RFIX?
1 Form 13F filers report positions in both, out of 35 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%.