URNJ vs GPTY overlap
5 institutions report holding both URNJ and GPTY.
URNJGPTY
Pick 2 to 4 ETFs.
We don’t have holdings for URNJ. 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.
5
institutions report holding both, of 59 holding any
URNJ13.7% of its 13F dollars, 9.6% of its 52 holders
GPTY1.3% of its 13F dollars, 41.7% of its 12 holders
Largest institutions holding both
| Firm | URNJ | GPTY |
|---|---|---|
| Susquehanna International Group, LLP | $2.2M | $317K |
| Morgan Stanley | $1.7M | $51 |
| Group One Trading LLC | $184K | $5K |
| AE Wealth Management LLC | $767 | $74K |
| Wells Fargo & Company | $4K | $24 |
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: URNJ institutional holders, GPTY institutional holders.
Frequently asked questions
Do institutions hold both URNJ and GPTY?
5 Form 13F filers report positions in both, out of 59 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%.