UNL vs SMRF overlap
2 institutions report holding both UNL and SMRF.
UNLSMRF
Pick 2 to 4 ETFs.
We don’t have holdings for UNL, SMRF. 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 24 holding any
UNL24.1% of its 13F dollars, 13.3% of its 15 holders
SMRF32.9% of its 13F dollars, 18.2% of its 11 holders
Largest institutions holding both
| Firm | UNL | SMRF |
|---|---|---|
| Jane Street Group, LLC | $344K | $435K |
| Farther Finance Advisors, LLC | $320 | $19K |
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: UNL institutional holders, SMRF institutional holders.
Frequently asked questions
Do institutions hold both UNL and SMRF?
2 Form 13F filers report positions in both, out of 24 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%.