UMDD vs IBX overlap
2 institutions report holding both UMDD and IBX.
UMDDIBX
Pick 2 to 4 ETFs.
We don’t have holdings for IBX. 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 12 holding any
UMDD44.9% of its 13F dollars, 33.3% of its 6 holders
IBX12.6% of its 13F dollars, 25.0% of its 8 holders
Largest institutions holding both
| Firm | UMDD | IBX |
|---|---|---|
| Susquehanna International Group, LLP | $778K | $220K |
| Morgan Stanley | $43 | $295 |
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: UMDD institutional holders, IBX institutional holders.
Frequently asked questions
Do institutions hold both UMDD and IBX?
2 Form 13F filers report positions in both, out of 12 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%.