TSLZ vs EPV overlap
2 institutions report holding both TSLZ and EPV.
TSLZEPV
Pick 2 to 4 ETFs.
We don’t have holdings for TSLZ. 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.
2
institutions report holding both, of 18 holding any
TSLZ7.7% of its 13F dollars, 12.5% of its 16 holders
EPV66.9% of its 13F dollars, 50.0% of its 4 holders
Largest institutions holding both
| Firm | TSLZ | EPV |
|---|---|---|
| Susquehanna International Group, LLP | $148K | $2.3M |
| Morgan Stanley | $113K | $41 |
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: TSLZ institutional holders, EPV institutional holders.
Frequently asked questions
Do institutions hold both TSLZ and EPV?
2 Form 13F filers report positions in both, out of 18 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%.