TMV vs SPIN overlap
1 institutions report holding both TMV and SPIN.
TMVSPIN
Pick 2 to 4 ETFs.
We don’t have holdings for TMV. 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 34 holding any
TMV18.9% of its 13F dollars, 4.3% of its 23 holders
SPIN3.9% of its 13F dollars, 8.3% of its 12 holders
Largest institutions holding both
| Firm | TMV | SPIN |
|---|---|---|
| Susquehanna International Group, LLP | $5.2M | $1.1M |
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, SPIN institutional holders.
Frequently asked questions
Do institutions hold both TMV and SPIN?
1 Form 13F filers report positions in both, out of 34 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%.