TYA vs RSPE overlap
3 institutions report holding both TYA and RSPE.
TYARSPE
Pick 2 to 4 ETFs.
We don’t have holdings for RSPE. 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.
3
institutions report holding both, of 64 holding any
TYA11.5% of its 13F dollars, 8.6% of its 35 holders
RSPE2.2% of its 13F dollars, 9.4% of its 32 holders
Largest institutions holding both
| Firm | TYA | RSPE |
|---|---|---|
| Heck Capital Advisors, LLC | $4.9M | $573K |
| Osaic Holdings, Inc. | $149K | $388K |
| Morgan Stanley | $34 | $37 |
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: TYA institutional holders, RSPE institutional holders.
Frequently asked questions
Do institutions hold both TYA and RSPE?
3 Form 13F filers report positions in both, out of 64 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%.